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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 Donovan Headshot

Matthew S. Donovan

President and Founder

(781) 556-8082

Sarah Shaughnessy Headshot

Sarah Shaughnessy

Client Services Manager


Integrated Financial Partners Team:

William Hackler Headshot

William D. Hackler

Director of Retirement Plan Services

Patricia Aubuchon Headshot

Patty Aubuchon

Implementation Project Manager

Raymond Lucas Headshot

Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training

John Cataldo Headshot

John G. Cataldo, ESQ.
President – Advisory Services
Chief Legal Officer

Gregory Freeman Headshot

Gregory Freeman
Advanced Planning Specialist

Rob Brown Headshot
William Beaudoin Headshot
Derek Chesley Headshot
Ann Swartz Headshot
Richard Austin Headshot
John Pastore Headshot

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.

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