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OUR TEAM

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

Matt@MDonovanFinancial.com

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Daniel McCormack

Paraplanner

781-556-8089

Daniel@MDonovanFinancial.com

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Sarah Shaughnessy

Practice Manager

781-556-8081

Sarah@mdonovanfinancial.com

Mai Tran Smith

Client Services Manager

 781-556-8081

Mai@mdonovanfinancial.com

Integrated Financial Partners Team:

William Beaudoin Headshot

William Beaudoin, CFS, CBEC
Vice President of Case Design

Raymond Lucas Headshot

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

Gregory Freeman Headshot

Gregory Freeman
Advanced Planning Specialist

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Steve Kolano, CFA
Chief Investment Officer

Richard Austin Headshot

Richard E. Austin, JD, LLM, CIMA®, CEPA
Executive Director

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Derek Chesley
Case Design Specialist

Ann Swartz Headshot

Ann L. Swartz,CLU, ChFC®, CASL, CLF®
Chief Compliance Officer

William D. Hackler

Director of Retirement Plan Services

John Pastore Headshot

John C. Pastore, Jr., CRPC®
Senior Vice President

Nelson Leadbetter

Plan Implementation & Transitions Manager

CRPC conferred by College for Financial Planning. CASL conferred by The American College.

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