ABOUT US
OUR MISSION
Helping our clients pursue their financial goals is our highest priority. Independence is a key component of our core philosophy allowing us to provide each client with customized services to address their specific, complex financial planning needs. By delivering personalized plans with a boutique experience, we bring structure and effectively serve the needs of our most complex clients.
OUR TEAM
Integrated Financial Partners is an independent, financial planning and wealth management firm and functions as my operational support team. This relationship enables me 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