Meet the team behind Integrated Private Wealth
A coordinated team of private wealth advisors, planning specialists, investment professionals, and family office resources built to guide complex wealth with clarity and care.
OUR TEAM
Experienced leadership for complex wealth
Integrated Private Wealth brings together a highly specialized team to help you navigate complexity before, during, and after major transitions.
Every option explored. No stone unturned.
Executive Director
Homer S. Smith IV, CFP®, CRPC®, BFA™, CBEC®
Homer Smith has over 20 years of experience serving business owners and families of wealth with complex financial planning needs. His mission is to simplify clients’ lives by cutting through complexity and helping them focus on what matters most: their goals, values, and purpose.
Homer is known for making sophisticated strategies easy to understand, enabling clients to make informed decisions with confidence. As a fiduciary and business consultant, he is committed to acting in his clients’ best interests while providing transparency and objective guidance.
Throughout his career, Homer has held leadership, coaching, and advisory roles across the financial services industry. After returning to direct client work, he recognized a significant gap in traditional wealth management for business owners and developed a growth-to-exit planning model designed to address their unique needs.
Homer earned a Bachelor of Arts in Finance with a Minor in Economics from Western Washington University. He serves as Board President of his daughter’s independent school and enjoys spending time with his wife and daughters, hiking, attending Seahawks games, and traveling to Hawaii.
Homer is known for making sophisticated strategies easy to understand, enabling clients to make informed decisions with confidence. As a fiduciary and business consultant, he is committed to acting in his clients’ best interests while providing transparency and objective guidance.
Throughout his career, Homer has held leadership, coaching, and advisory roles across the financial services industry. After returning to direct client work, he recognized a significant gap in traditional wealth management for business owners and developed a growth-to-exit planning model designed to address their unique needs.
Homer earned a Bachelor of Arts in Finance with a Minor in Economics from Western Washington University. He serves as Board President of his daughter’s independent school and enjoys spending time with his wife and daughters, hiking, attending Seahawks games, and traveling to Hawaii.
CEO, Integrated Partners
Paul Saganey, CFP®
Paul Saganey is the CEO of Integrated Partners, where he provides the vision and strategic direction for the organization. Working closely with industry leaders and professionals, he helps position Integrated as one of the country’s premier financial planning firms.
Throughout his career, Paul has worked extensively with business owners and high-net-worth individuals. He coaches advisors on serving complex clients and champions practice management excellence across marketing, compliance, operations, and advisor development.
A respected voice in the financial planning industry, Paul has authored numerous articles on estate and business planning for publications including The Wall Street Journal, The New York Times, InvestmentNews, Accounting Today, and Financial Advisor-IQ.
Paul’s experience spans nearly every facet of the financial services industry, giving him a unique perspective on helping advisors deliver meaningful solutions for their clients. Outside of work, he and his wife Jamie enjoy spending time with their children and grandchildren, often cheering on their son Dan, VP of Player Personnel for the Tennessee Titans.
Throughout his career, Paul has worked extensively with business owners and high-net-worth individuals. He coaches advisors on serving complex clients and champions practice management excellence across marketing, compliance, operations, and advisor development.
A respected voice in the financial planning industry, Paul has authored numerous articles on estate and business planning for publications including The Wall Street Journal, The New York Times, InvestmentNews, Accounting Today, and Financial Advisor-IQ.
Paul’s experience spans nearly every facet of the financial services industry, giving him a unique perspective on helping advisors deliver meaningful solutions for their clients. Outside of work, he and his wife Jamie enjoy spending time with their children and grandchildren, often cheering on their son Dan, VP of Player Personnel for the Tennessee Titans.
DIRECTORS
Private wealth directors and planning leaders
A team of experienced advisors and planning leaders helping clients navigate business transitions, liquidity, retirement, estate planning, and long-term wealth stewardship.
Anthony Marotti, CFP®
Director, Private Wealth
Anthony provides comprehensive financial planning for high-net-worth individuals, families, and business owners, serving as a financial quarterback and trusted sounding board for significant decisions.
Anthony provides comprehensive financial planning for high-net-worth individuals, families, and business owners, serving as a financial quarterback and trusted sounding board for significant decisions.
Cassidy C. King, CRPC®
Director, Private Wealth
Cassidy helps clients align their goals with the appropriate financial tools and strategies so they can pursue the future they deserve with clarity and confidence.
Cassidy helps clients align their goals with the appropriate financial tools and strategies so they can pursue the future they deserve with clarity and confidence.
Matthew Stack, CFP®, MBA
Director, Private Wealth
Matthew builds values-based financial plans for individuals, families, and business owners, combining finance, personal development, and business strategy.
Matthew builds values-based financial plans for individuals, families, and business owners, combining finance, personal development, and business strategy.
Stephen Carrigg, CFP®
Director, Private Wealth
Stephen serves entrepreneurs, high earners, and retirees seeking to build sustainable, lasting wealth through education, collaboration, and strategic planning.
Stephen serves entrepreneurs, high earners, and retirees seeking to build sustainable, lasting wealth through education, collaboration, and strategic planning.
Bill Whitney, CFA
Director, Private Wealth
Bill guides individuals and families toward financial clarity, aligning personal aspirations with achievable financial goals and integrated investment strategy.
Bill guides individuals and families toward financial clarity, aligning personal aspirations with achievable financial goals and integrated investment strategy.
Eric Daniel, AWMA®
Director, Private Wealth
Eric specializes in comprehensive financial planning and investment management for individuals, families, and business owners.
Eric specializes in comprehensive financial planning and investment management for individuals, families, and business owners.
Guy P. Ridout III
Director, Retirement Plans
Guy brings approximately 25 years of financial industry experience helping business owners maximize retirement plan benefits and strengthen employee outcomes.
Guy brings approximately 25 years of financial industry experience helping business owners maximize retirement plan benefits and strengthen employee outcomes.
Richard E. Austin, JD, LLM, CIMA®
Managing Director, Estate and Business Planning
Richard applies legal, tax, and financial expertise to estate, business, charitable giving, and family office strategies for complex client situations.
Richard applies legal, tax, and financial expertise to estate, business, charitable giving, and family office strategies for complex client situations.
SPECIALISTS & SUPPORT TEAM
A deeper bench of specialized expertise
Behind every client relationship is a coordinated team of advanced planning specialists, investment professionals, insurance resources, case design support, and client service leaders.
Gregory Freeman
Advanced Planning Specialist
Gregory models complex financial scenarios and delivers customized analysis using sophisticated planning tools and digital financial planning platforms.
Gregory models complex financial scenarios and delivers customized analysis using sophisticated planning tools and digital financial planning platforms.
Peter Kaplan
Executive Vice President, Planning and Insurance Solutions
Peter brings specialist knowledge and strategic insight to life insurance strategies for high-net-worth and ultra-high-net-worth clients.
Peter brings specialist knowledge and strategic insight to life insurance strategies for high-net-worth and ultra-high-net-worth clients.
Stephen Kolano, CFA
Chief Investment Officer
Stephen customizes portfolio strategies, asset allocations, and institutional-grade investment implementations for client needs and goals.
Stephen customizes portfolio strategies, asset allocations, and institutional-grade investment implementations for client needs and goals.
John Luke Tyner, CFA
Portfolio Manager
John Luke builds disciplined investment strategies grounded in a simple philosophy: simplicity beats complexity.
John Luke builds disciplined investment strategies grounded in a simple philosophy: simplicity beats complexity.
Brad Rapking, CFA
Portfolio Manager
Brad helps advisors deliver in-depth analysis on target exposures and fund due diligence for a personalized investment experience.
Brad helps advisors deliver in-depth analysis on target exposures and fund due diligence for a personalized investment experience.
Angelina Compston
Case Design Associate
Angelina supports the financial planning process through case analysis, planning opportunities, and advanced planning strategies.
Angelina supports the financial planning process through case analysis, planning opportunities, and advanced planning strategies.
Marquis Richardson
Investment Specialist
Marquis helps advisors simplify investment strategies, portfolio allocations, and financial plans for clearer client conversations.
Marquis helps advisors simplify investment strategies, portfolio allocations, and financial plans for clearer client conversations.
Mary Wotherspoon
Director, Client Service
Mary supports trusted client relationships with over ten years of customer service experience, care, and tenacity.
Mary supports trusted client relationships with over ten years of customer service experience, care, and tenacity.
Dwight Anderson
Investment Specialist
Dwight brings more than 20 years of financial markets experience as a licensed broker, investment manager, and options trader.
Dwight brings more than 20 years of financial markets experience as a licensed broker, investment manager, and options trader.
Russ Alan Prince
Strategist
Russ serves family offices and ultra-wealthy families as a strategist, researcher, and author in the field of private wealth management.
Russ serves family offices and ultra-wealthy families as a strategist, researcher, and author in the field of private wealth management.
Start with clarity
Whether you are preparing for a transition, managing new liquidity, or building a more coordinated family wealth strategy, our team is here to help you move forward with confidence.