Team

Our teamwork approach adds a broader perspective and provides increased benefits to our clients. We can help answer your questions, including:

  • Did I save enough for retirement?
  • Did I invest my assets in the right places?
  • Which assets should I use first? 
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • How can I protect my beneficiaries and maximize tax strategies?
  • Do I have enough life insurance for my family?

We specialize in creating an approach that is designed to address your individual situation.

Ann Swartz, CLU, ChFC, CASL, CLF

Chief Compliance Officer

Ann has worked in the financial industry since 1988 and currently serves as the Chief Compliance Officer at Integrated. Her multifaceted role encompasses regulatory compliance, financial controls, daily operations...

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Derek Chesley

Case Design Specialist

Derek Chesley has more than a decade of comprehensive experience in the financial services industry. He plays an integral part in case design and development as a member of the Solutions Team. His knowledge in the Financial Profiles...

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Gregory Freeman

Advanced Planning Specialist

Greg has over 10 years of experience building comprehensive financial plans for high net worth individuals and business owners. He has accumulated significant knowledge with the use of the planning software, eMoney. Through live...

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John C. Pastore, Jr., CRPC®

Senior Vice President of Professional Partners Program

John Pastore is a Senior Vice-President at IFP. He provides advice and counsel to advisors, staff, and partners. John is dedicated to improving the quality of life of clients, advisors and professional partners. Visit www.GrowWithIFP...

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Ray J. Lucas, CFP®

Senior Vice President of Financial Planning

Ray Lucas, CFP® is the head of Integrated Financial Solutions™, the case design and case consultation division of Integrated Financial Partners. An accounting graduate of Bentley College, Ray is a former faculty member of the...

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Richard Austin, JD, LLM, CIMA®, CEPA

Executive Director

Rich Austin specializes in working with business owners and Fortune 500 executives to build comprehensive strategies for their complex situations.

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Steve Kolano, CFA

Chief Investment Officer

As Chief Investment Officer, Steve uses his passion and fascination with capital markets to create portfolios that support your journey across the wealth spectrum. Steve firmly believes that identifying your end objectives...

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William Beaudoin

Vice President, Case Design

Bill Beaudoin, CFS, has been a member of our case design team since 1994. One of Bill's areas of specialization lies within the personal risk management area where he is able to deliver prudent strategies and tactics supported by...

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William D. Hackler

Retirement Plan Specialist

William D. Hackler is Integrated Financial Partners' Retirement Plan Specialist and the founder of the Integrated 401(k)™ which is a finely tuned process to show you how your employee retirement plan fits into your overall wealth...

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Rob Brown is solely an investment advisor representative of Integrated Wealth Concepts and not affiliated with LPL Financial.