ABOUT US
OUR TEAM
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.
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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.
THE INTEGRATED FINANCIALÂ PARTNERS TEAM
Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training
William Beaudoin, CFS, CBEC
Vice President of Case Design
Derek Chesley
Case Design
Steve Kolano, CFA
Chief Investment Officer
Richard E. Austin, JD, LLM, CIMA®
Executive Director
Ann L. Swartz,CLU, ChFC®, CASL, CLF®
Chief Compliance Officer
Gregory Freeman
Advanced Planning Specialist
John C. Pastore, Jr., CRPC®
Senior Vice President
CASL conferred by The American College.
CRPC conferred by College for Financial Planning.