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.

 Nishan D. Mootafian, CRPC®

Financial Planner

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Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

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Rob Brown, PhD, CFA

Chief Investment Officer

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Gregory Freeman

Advanced Planning Specialist

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Richard E. Austin, JD, LLM, CEPA

Executive Director

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Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Operations Officer

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Derek Chesley

Case Design Specialist

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William Beaudoin, CFS, CBEC

Vice President of Case Design

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John G. Cataldo, ESQ.

President – Advisory Services
Chief Legal Officer

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John C. Pastore, Jr., CRPC®

Senior Vice President

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

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