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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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Dana D. Lashbaugh, CPA

Partner | Managing Member

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Dustin Metcalf, CRPC®

Partner | Financial Advisor

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.

 

TCG Financial, LLC​

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1910 120th Place, Suite 201, Everett, WA 98208 | (425) 316-6905

 

Investment advice offered through Integrated Partners, a registered investment advisor, and its investment advisor representative, Dustin Metcalf.

Dana Lashbaugh, The CPA Group, PLLC, and its individual partners are solicitors to Integrated, compensated for solicitor services, but are otherwise unaffiliated with Integrated Partners. Dana Lashbaugh, The CPA Group, PLLC, and its individual partners are separate entities from Integrated Partners. Dana Lashbaugh, The CPA Group, PLLC, and its individual partners do not provide investment advice and are not registered as an investment advisor.

 

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

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