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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


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Mai Tran Smith

Client Services Manager


Integrated Financial Partners Team:

William Beaudoin Headshot
Rob Brown Headshot

Rob Brown, PhD, CFA *
Chief Investment Officer

Ann Swartz Headshot
John Cataldo Headshot

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

Gregory Freeman Headshot

Gregory Freeman
Advanced Planning Specialist

Raymond Lucas Headshot

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

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Richard Austin Headshot
John Pastore Headshot
William Hackler Headshot

William D. Hackler

Director of Retirement Plan Services

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Nelson Leadbetter

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.

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