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.
IFP Team
John G. Cataldo
Chief Legal Officer
Ann Swartz, CLU, ChFC, CASL, CLF
Chief Operations Officer
Ann Swartz has been in the financial industry since 1988. A graduate of Clark University with a degree in Economics, she’s a firm believer in ongoing education for the purpose of maintaining the highest levels of professionalism....
Rob Brown, PhD, CFA
Chief Investment Officer
Ray J. Lucas, CFP®
Senior Vice President of Financial Planning
William Beaudoin
Vice President, Case Design
Richard Austin, JD*, LLM, CIMA, CBEC
Executive Director, IFP Family Office
Rich Austin specializes in working with business owners and Fortune 500 executives to build comprehensive strategies for their complex situations.
William D. Hackler, AIF
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...
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...
Derek Chesley
Case Design
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...