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OUR FIRM

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.

Lisa Sakai Headshot

Lisa Sakai

Founder/Financial Consultant

Christopher Whalen Headshot

Christopher Whalen

Founder/Private Wealth Manager

Andree Mohr Headshot

Andree Mohr

President

William Beaudoin Headshot

William Beaudoin, CFS, CBEC

Vice President of Case Design

Steve Kolano Headshot

Steve Kolano, CFA

Chief Investment Officer

Gregory Freeman Headshot

Gregory Freeman

Advanced Planning Specialist

Raymond Lucas Headshot

Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

Ann Swartz Headshot

Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Compliance Officer

Becca Zophin Headshot

Becca Zophin

Chief Marketing Officer

Richard Austin Headshot

Richard E. Austin, JD, LLM, CIMA®

Executive Director, Estate and Business Planning

Will Hackler Headshot

Will Hackler

Director of Retirement Plans

Mike Percoskie Headshot

Mike Percoskie

Director of Technology

Investment advice offered through Integrated Partners, doing business as One Vision Retirement, a registered investment advisor.

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

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Lisa Sakai CA Insurance #1493349                     Chris Whalen CA Insurance #0F27157

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