MEET THE TEAM
MEET THE TEAM
Meet The Team
Backed by a team of credentialed and tenured professionals with decades of combined industry experience, we work collaboratively from coordinating and consulting to the delivery and implementation of your financial plans.
Our Team
Austin L Nold, CFP®
CEO/Senior Wealth Planner
Christian Bryant, CFA
President/Chief Investment Officer
Laura Holthaus, MSFP, CFP®, RICP®
Wealth Planner
Hunter Rich
Associate Wealth Planner
Kelly Petersen
Client Services Manager
Hillary Worley
Client Experience Lead
Our Partners
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Matt Ackermann
Chief Content Officer
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Rich Austin
Executive Director
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Bill Beaudoin
Vice President of Case Design
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Rob Brown
Chief Investment Officer
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Derek Chesley
Case Design
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Caitlyn Frament
Director of Compliance
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Greg Freeman
Advanced Planning Specialist
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Will Hackler
Director of Retirement Plans
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Erin Haskell
Compliance Operations Manager
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Peter Kaplan
Vice President, Insurance Solutions
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Stephen Kolano
Managing Director, Investments
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Ray Lucas
Senior Vice President of Financial Planning & Training
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Andree Mohr
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John Pastore
Senior Vice President
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Ann Swartz
Chief Operations Officer
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Becca Zophin
Chief Marketing Officer, InTouch Innovations
We are excited to share that our registered investment advisor (RIA), Integrated Partners, has been listed in Barron's list of Top 100 RIA Firms for 2024.
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Website Imagery by Black Walnut Photography
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