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Delicate Fabric

Meet the Team

Expertise. Compassion. Know-how.

Based on a foundation of integrity and trust, our team of experienced financial advisors, legacy planners, and business strategists offer personalized advice and expansive resources.

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Katrina Kowalski, CPA
Partner/Owner

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Emily C. Roster, CPA
Partner/Owner

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Wheeler Crowley

Financial Advisor

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Colin Walker

Financial Advisor

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Shania Mulley

Practice Manager

The Integrated Partners Team

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Steve Kolano, CFA

Chief Investment Officer

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Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

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Richard E. Austin, JD, LLM, CIMA®
Executive Director

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Gregory Freeman
Advanced Planning Specialist

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William Beaudoin,

CFS, CBEC
Vice President of Case Design

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Peter Kaplan

Executive Vice President, Planning and Insurance Solutions

CRPC conferred by College for Financial Planning.

 

OnPoint Wealth​

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62 Portsmouth Ave, Unit 11 Stratham, NH 03885 | (603) 691-5446

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Investment advice offered through Integrated Partners, a registered investment advisor, doing business as OnPoint Wealth, and its investment advisor representatives, Wheeler Crowley and Colin Walker. 

 

OnPoint Tax & Consulting and its individual partners, Katrina Kowalski and Emily Roster,  are solicitors to Integrated Partners and are not registered investment advisor representatives. Solicitors do not provide investment advice and are compensated solely for their referral services.  

 

Click here for copies of the firm’s ADV, CRS, and solicitor disclosure statement.

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