Backed by a team of dedicated professionals with over 100 years of combined industry experience, our thought leaders work collaboratively with clients from coordinating and consulting to the delivery and implementation of financial plans.
Matthew S. Donovan
President and Founder
Integrated Financial Partners Team:
Rob Brown, PhD, CFA *
Chief Investment Officer
John G. Cataldo, ESQ.
President – Advisory Services
Chief Legal Officer
Advanced Planning Specialist
Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training
William D. Hackler
Director of Retirement Plan Services
Plan Implementation & Transitions Manager
* Rob Brown is solely an investment advisor representative of Integrated Financial Partners, and not affiliated with LPL Financial.
CRPC conferred by College for Financial Planning. CASL conferred by The American College.