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As an independent financial planning team, we strive to instill comfort, clarity and confidence. Utilizing comprehensive investment strategies based on Academic Research, we strive to positively impact your income and quality of life to help you pursue the future you deserve.

Integrated Financial Partners is an independent, financial planning and wealth management firm and functions as our operational support team. This relationship enables us to innovate as the industry changes and provide a boutique client experience while effectively serving your needs. In an increasingly complicated era, pursuing your financial goals depends on objective advice; meaningful, timely information and research; and access to the investments and services that best fit your specific circumstances.

Jon Gonthier Headshot
Jon R. Gonthier, CFA

Wealth Planning Advisor



Raymond Lucas Headshot

Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

John Cataldo Headshot

John G. Cataldo, ESQ.

President – Advisory Services
Chief Legal Officer

Gregory Freeman Headshot

Gregory Freeman

Advanced Planning Specialist

Rob Brown Headshot

Rob Brown, PhD, CFA

Chief Investment Officer

William Beaudoin Headshot

William Beaudoin, CFS, CBEC

Vice President of Case Design

IFP_Final_jpg_Derek Chesley__014_cropped.jpg

Derek Chesley

Case Design

Ann Swartz Headshot

Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Operations Officer

Richard Austin Headshot

Richard E. Austin, JD, LLM, CIMA®

Executive Director

John Pastore Headshot

John C. Pastore, Jr., CRPC®

Senior Vice President

Rob Brown is solely an investment advisor representative of Integrated Financial Partners, and not affiliated with LPL Financial.

Our Team
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