Meet the Team

Expertise. Compassion. Know-how.

Based on a foundation of integrity and trust, our team of experienced financial advisors, legacy planners, and business strategists offer personalized advice and expansive resources.

Katrina Kowalski, CPA
Partner/Owner

Emily C. Roster, CPA
Partner/Owner

Wheeler Crowley

Financial Advisor

Colin Walker

Financial Advisor

Shania Mulley

Practice Manager

The Integrated Partners Team

Steve Kolano, CFA

Chief Investment Officer

Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

Richard E. Austin, JD, LLM, CIMA®
Executive Director, Estate and Business Planning

Gregory Freeman
Advanced Planning Specialist

William Beaudoin,

CFS, CBEC
Vice President of Case Design

Peter Kaplan

Executive Vice President, Planning and Insurance Solutions

CRPC conferred by College for Financial Planning.