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.
THE INTEGRATED FINANCIAL PARTNERS TEAM
Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training
John G. Cataldo, ESQ.
President – Advisory Services
Chief Legal Officer
Gregory Freeman
Advanced Planning Specialist
Rob Brown, PhD, CFA
Chief Investment Officer
William Beaudoin, CFS, CBEC
Vice President of Case Design
Derek Chesley
Case Design
Ann L. Swartz,CLU, ChFC®, CASL, CLF®
Chief Operations Officer
Richard E. Austin, JD, LLM, CIMA®
Executive Director
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.