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.

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.

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Laurie G. Gonthier

Wealth Planning Advisor

860-361-9361

Laurie.Gonthier@IFPadvisor.com

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Jon R. Gonthier, CFA

Wealth Planning Advisor

781-547-6938

Jon.Gonthier@IFPadvisor.com

THE INTEGRATED FINANCIAL PARTNERS TEAM
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Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

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John G. Cataldo, ESQ.

President – Advisory Services
Chief Legal Officer

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Gregory Freeman

Advanced Planning Specialist

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Rob Brown, PhD, CFA

Chief Investment Officer

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William Beaudoin, CFS, CBEC

Vice President of Case Design

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Derek Chesley

Case Design

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Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Operations Officer

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Richard E. Austin, JD, LLM, CIMA®

Executive Director

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John C. Pastore, Jr., CRPC®

Senior Vice President