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OUR TEAM

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 Mootafian Headshot

 Nishan D. Mootafian, CRPC®

Financial Planner

Jennifer Orlando Headshot cutout.jpg

Jennifer Orlando

Financial Planner

Raymond Lucas Headshot

Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

Richard Austin Headshot

Richard E. Austin, JD, LLM, CIMA®

Executive Director, Estate and Business Planning

William Beaudoin Headshot

William Beaudoin, CFS, CBEC

Vice President of Case Design

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Steve Kolano, CFA

Chief Investment Officer

Ann Swartz Headshot

Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Compliance Officer

John Pastore Headshot

John C. Pastore, Jr., CRPC®

Executive Vice President

Gregory Freeman Headshot

Gregory Freeman

Advanced Planning Specialist

IFP_Final_jpg_Derek Chesley__014_cropped.jpg

Derek Chesley

Case Design Specialist

CASL conferred by The American College.

CRPC conferred by College for Financial Planning.

 Nishan D. Mootafian, CRPC®

Financial Planner

 Nishan.Mootafian@IFPadvisor.com 978-977-3022

 230 Broadway, Suite 101

Lynnfield, MA 01940

Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Integrated Financial Partners; or (2) solely investment advisor representatives of Integrated Financial Partners, and not affiliated with LPL Financial. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial.

 

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Click on the links for a copy of the Firm ADV  , Client Relationship Summary , and LPL Financial Form CRS.

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