Raymond J. Lucas, CFP®, CRPC®
Senior Vice President of Financial Planning & Training
William Beaudoin, CFS, CBEC®
Vice President of Case Design
Advanced Planning Specialist
Rob Brown, PhD, CFA
Chief Investment Officer
Richard E. Austin, JD, LLM, CIMA®, CBEC®
Chief Marketing Officer, InTouch Innovations
Todd Bessey, CFP®, MBA
A tenured and credentialed wealth advisor with over 30 years of experience, Todd Bessey has dedicated his practice to helping retirees, independent women, and business owners manage complex financial planning needs.
Todd’s mission is simple: To serve his clients in the most caring, comprehensive and efficient way possible while implementing a disciplined and objective financial planning process with transparency and integrity.
Todd’s mission, style and approach are grounded in lessons he learned firsthand. When he was in high school, his grandfathers shared their personal experiences to teach him about investing. From those conversations, Todd identified both good and bad investing habits. When Todd got into the business, he realized that investing is a means to an end, and that the financial planning process is critical for long-term financial success.
With a focus on true relationship building, Todd takes time to get to know his clients, listen with empathy, and gather a clear understanding of who they are and what they need.
Todd’s client-centric practice lives by six critical core values:
Before joining Integrated, Todd was senior vice president of investments at Wintrust Wealth Management for over 17 years.
Todd earned a bachelor’s degree in Business Administration from Marquette University, an MBA from DePaul University, and is a CERTIFIED FINANCIAL PLANNERTM Professional. He is a member of several online advisor communities, including Advisors Growing as a Community, the Society of Real Financial Advisors, and ROL Advisor.
Todd and his wife Chris met at Marquette and have been married for 27 years. They have three adult children, Samantha, Jack, and Katie. When he is not working, Todd enjoys golfing, traveling, hiking and biking.
Sharon Santopadre, CPA, FPQP™
A seasoned financial services professional with nearly three decades of experience, Sharon Santopadre is truly working her dream job every day as she strives to help turn clients’ retirement dreams into a reality.
At Creidim, Sharon assists in constructing portfolios to help clients address their values, goals and personal idea of financial success while ensuring they are optimized for any tax environment.
More than just a credentialed paraplanner, Sharon serves as a financial guide, helping clients who are uncertain about the next step. Sharon begins by talking to clients as people and really understanding their lives, hopes and dreams. She then helps ensure that every client feels welcome, safe and prepared for whatever lies ahead.
Sharon has mastered this.
A 1994 graduate of Northern Illinois University, she was the president of Beta Alpha Psi, the national accounting fraternity.
In March 2011, Sharon began working with Todd as an associate at Wintrust. Before that, she worked at McGladrey & Pullen, Kemper Financial, and United Rentals.
Sharon is a fully registered associate with experience in both financial advice and accounting. In addition to being a skilled paraplanner, she has passed her Series 7 and Series 65 exams.
This means not only is Sharon a caring and compassionate advocate for clients, she is an asset in any room she enters.
Sharon and her husband Paul have three children, Justin (23), Kevin (21), and Nicole (17). When she isn’t working, Sharon is an avid Chicago Blackhawks fan, who never misses a game. In addition to hockey, she enjoys a nice glass of wine on the patio with a good book, craft beer, and small wood finishing projects.