Broker Check

Our Team

Our teamwork approach adds a broader perspective and provides increased benefits to our clients. We specialize in creating an approach that is designed to address your individual situation. If this makes sense to you, give us the opportunity to have a confidential discussion about your goals.

 

Ann L. Swartz, CLU, ChFC, CASL, CLF

Chief Compliance Officer

Ann has worked in the financial industry since 1988 and currently serves as the Chief Compliance Officer at Integrated. Her multifaceted role encompasses regulatory compliance, financial controls, daily operations...

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John C. Pastore, Jr.

Senior Vice President

John Pastore is a Senior Vice-President at IFP. He provides advice and counsel to advisors, staff, and partners. John is dedicated to improving the quality of life of clients, advisors and professional partners. Visit www.GrowWithIFP...

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Steve Kolano, CFA

Chief Investment Officer

As Chief Investment Officer, Steve uses his passion and fascination with capital markets to create portfolios that support your journey across the wealth spectrum. Steve firmly believes that identifying your end objectives...

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Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President Financial Planning

Ray Lucas, CFP® is the head of Integrated Financial Solutions™, the case design and case consultation division of Integrated Financial Partners. An accounting graduate of Bentley College, Ray is a former faculty...

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William Beaudoin

Vice President, Financial Planning

Bill Beaudoin, CFS, has been a member of our case design team since 1994. One of Bill's areas of specialization lies within the personal risk management area where he is able to deliver prudent strategies and tactics supported by...

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Richard Austin, JD*, LLM, CIMA®, CEPA

Executive Director, IFP Family Office

Rich Austin specializes in working with business owners and Fortune 500 executives to build comprehensive strategies for their complex situations.

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Gregory Freeman

Advanced Planning Specialist

Greg has over 10 years of experience building comprehensive financial plans for high net worth individuals and business owners. He has accumulated significant knowledge with the use of the planning software, eMoney. Through live...

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Derek Chesley

Case Design Specialist

Derek Chesley has more than 16 years of comprehensive experience in the financial services industry. He plays an integral part in case design and development as a member of the Integrated Solutions team. His knowledge in the Financial...

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