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Meet the Team

Expertise. Compassion. Know-how.

Our team of experienced financial advisors, legacy planners, and business strategists offer personalized advice and expansive resources.

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Alex Alvarez, CPA

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Garrett Hall

 Managing Director

Wealth Advisor

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Lindsay Blaney, CFP®

 Head of Financial Planning

Wealth Advisor

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Joe Hall

Principal

Wealth Advisor

The Integrated Partners Team

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Steve Kolano, CFA

Chief Investment Officer

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Richard E. Austin, JD, LLM, CIMA®, CEPA

Executive Director, Estate and Business Planning

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William Beaudoin,

CFS, CBEC
Vice President of Case Design

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Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

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Gregory Freeman
Advanced Planning Specialist

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Peter Kaplan

Executive Vice President, Planning and Insurance Solutions

CRPC conferred by College for Financial Planning.

Champion Your Wealth With a Team Dedicated to You

 

Swick Wealth Management​

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9635 Maroon Cir STE 300, Englewood, CO 80112

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Investment advice offered through Integrated Partners, a registered investment advisor, doing business as Swick Wealth Management, along with its investment advisor representatives Garrett Hall, Lindsay Blaney, and Joe Hall.

 

Alex Alvarez, Swick & Associates LLC, and its individual partners are solicitors to Integrated Partners, compensated for solicitor services, but are otherwise unaffiliated with Integrated Partners. Alex Alvarez, Swick & Associates LLC, and its individual partners are separate entities from Integrated Partners. Alex Alvarez, Swick & Associates LLC and its individual partners do not provide investment advice and are not registered as an investment advisor. Firm’s ADV, CRS, and solicitor disclosure statement.

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