Windes Wealth Management Team

Meet the wealth management team dedicated to transforming your vision for your financial future into reality.

Wealth Advisory

Headshot of Mark Mitamura
Mark Mitamura
CMFC®, CRPC®, CRPS®
Senior Wealth Advisor
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Headshot of David Choi
David Choi
AIF®, CPFA
Wealth Advisor
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Jennifer Fox
Jennifer Fox
Director of Operations
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Headshot of Whiney Massey
Whitney C. Massey
AIF®, CPFA, C(K)P®
Wealth Advisor | Certified 401(k) Professional
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Headshot of Allison Rozell
Allison Rozell
Relationship Manager
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Rich Austin
Richard E. Austin, JD, LLM, CIMA®
Executive Director
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Ray Lucas
Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training
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William Beaudoin, CFS, CBEC®
Vice President of Case Design
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Ann Swartz photo
Ann L. Swartz, CLU, ChFC®, CASL, CLF®
Chief Compliance Officer
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Peter Kaplan
Senior Vice President of Insurance Solutions
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Steve Kolano, CFA
Chief Investment Officer
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Gregory Freeman
Advanced Planning Specialist
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Derek Chesley photo
Derek Chesley
Case Design
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Investment advice offered through Integrated Financial Partners, doing business as Windes Wealth Management, a registered investment advisor.
Click on the links for a copy of the firm’s ADV, Solicitor Disclosure Statement, or Client Relationship Summary.