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.

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Joshua J. Bodenstadt, CPA
Partner
 

Kristopher Lindley, CFP®
Private Wealth Advisor

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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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Derek Chesley

Case Design

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Rob Brown, PhD, CFA

Chief Investment Officer

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Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Operations Officer

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John C. Pastore, Jr., CRPC®

Senior Vice President

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William Beaudoin, CFS, CBEC

Vice President of Case Design

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John G. Cataldo, ESQ.

President – Advisory Services
Chief Legal Officer

Homer S. Smith IV

CFP®, CRPC®, BFA™, CBEC® 
Director, Integrated Business Alliance

 

Office: 858-642-5050 x 2045 | www.dkwmllc.com 
4225 Executive Square, Suite 900, La Jolla, CA 92037-1485

La Jolla | University Heights | Woodland Hills | Beverly Hills


Investment advice offered through Integrated Financial Partners, doing business as DK Wealth Management LLC, a registered investment advisor.