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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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Shaun Wolcott

CPA | Partner

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William E. Spinner, CFP®, CFS

Private Wealth Advisor

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Frank R. Stuart, CRPC®, CFS, RFC

Financial Planner

Alex Stuart

Client Relationship Manager

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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.

 

CSF Wealth Management LLC​

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Holmdel Corporate Plaza
2137 State Route 35, Suite 360, Holmdel, NJ 07733

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Investment advice offered through Integrated Partners, a registered investment advisor, doing business as CSF Wealth Management, and its investment advisor representatives, Frank Stuart and William Spinner. 

 

Shaun Wolcott is a solicitor to Integrated Partners and is not a registered investment advisor. 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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