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Your Team

Kristine-webp

Kristine Breckenridge, EA

Founder | Managing Partner 

Garrett-webp

Garrett Hall

Managing Director | Wealth Advisor

Linsday-webp

Lindsay Blaney, CFP®

Head of Financial Planning | Wealth Advisor

Joe-webp

Joe Hall

Wealth Advisor

Cynthia-webp

Cynthia Pajas

Client Service Manager

Priscilla-webp

Priscilla Aguila

Marketing Coordinator

Integrated Partners Team

Andree-webp

Andree Mohr

President | Integrated Partners

Steve-webp

Steve Kolano

Chief Investment Officer

Richard-webp

Richard Austin, JD, LLM, CIMA®

Executive Director | Estate + Business Planning

Peter-webp

Peter Kaplan

Executive Vice President |
Planning + Insurance Solutions

Ann-webp

Ann Swartz, CLU, ChFC®, CASL, CLF®

Chief Compliance Officer

Becca-webp

Becca Zophin

Chief Marketing Officer