top of page

OUR TEAM

Our Team

Backed by a team of dedicated professionals with over 100 years of combined industry experience, our thought leaders work collaboratively with clients from coordinating and consulting to the delivery and implementation of financial plans.

Michael Guarnieri Headshot

Michael Guarnieri, CPA
Partner

Anthony Marotti Headshot

Anthony Marotti, CFP®

Private Wealth Advisor

Raymond Lucas Headshot

Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training

Gregory Freeman Headshot

Gregory Freeman

Advanced Planning Specialist

Steve_Kolano_2022_Headshot_Cropped.jpg

Steve Kolano, CFA
Chief Investment Officer

Ann Swartz Headshot

Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Compliance Officer

William Beaudoin Headshot

William Beaudoin, CFS, CBEC
Vice President of Case Design

IFP_Final_jpg_Derek Chesley__014_cropped.jpg

Derek Chesley

Case Design

John Pastore Headshot

John C. Pastore, Jr., CRPC®

Senior Vice President

Richard Austin Headshot

Richard E. Austin, JD,

LLM, CIMA®, CEPA

Executive Director

Tappan Office | 1 Kings Highway, Tappan, NY 10983  | (914) 437-9400

​

Investment advice offered through Integrated Financial Partners, doing business as Guarnieri Wealth Management, a registered investment advisor. Guarnieri Wealth Management and its individual partners are solicitors to Integrated, compensated for solicitor services. Guarnieri Wealth Management and its individual partners do not provide investment advice. Guarnieri Wealth Management and its individual partners are not affiliated with Integrated Financial Partners. Click on the link for the solicitor disclosure statement.

Click on the links for a copy of the Firm ADV and Client Relationship Summary.

​

bottom of page