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

Matt Ackermann
Chief Content Officer

Rich Austin
Executive Director

Bill Beaudoin
Vice President of Case Design

Rob Brown
Chief Investment Officer

Derek Chesley
Case Design

Caitlyn Frament
Director of Compliance

Greg Freeman
Advanced Planning Specialist

Will Hackler
Director of Retirement Plans

Erin Haskell
Compliance Operations Manager

Peter Kaplan
Vice President, Insurance Solutions

Stephen Kolano
Managing Director, Investments

Ray Lucas
Senior Vice President of Financial Planning & Training

Andree Mohr

John Pastore
Senior Vice President

Ann Swartz
Chief Operations Officer

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.
