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.

Matthew S. Donovan

President and Founder

(781) 556-8082

Matt@MDonovanFinancial.com

Kimberly Gambon

Client Services Manager

 781-556-8080

 Kim@MDonovanFinancial.com

Stephanie Loeffel

Financial Planning Assistant

781-556-8080

Stephanie@MDonovanFinancial.com

William D. Hackler

Director of Retirement Plans

Patty Aubuchon

Implementation Project Manager

2Lucas,-Ray.jpg

Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

2Cataldo,-John.jpg

John G. Cataldo, ESQ.

President – Advisory Services
Chief Legal Officer

2Brown,-Rob.jpg

Rob Brown, PhD, CFA

Chief Investment Officer

Beaudoin,-Bill.jpg

William Beaudoin, CFS, CBEC

Vice President of Case Design

Swartz,-Ann.jpg

Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Operations Officer

Austin,-Rich.jpg

Richard E. Austin, JD, LLM, CIMA®

Executive Director

Freeman,-Greg.jpg

Gregory Freeman

Advanced Planning Specialist

Chesley,-Derek.jpg

Derek Chesley

Case Design

Pastore,-John-7.jpg

John C. Pastore, Jr., CRPC®

Senior Vice President