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 apropriate 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 L. 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...
John G. Cataldo
Chief Legal Officer
As President of Advisory Services John manages the operations and oversight of Integrated Wealth Concepts. This includes oversight of SEC and FINRA regulations, supervision of advisory representatives, IAR programs and maintaining the...
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...
Rob Brown, PhD, CFA
Chief Investment Officer
As Chief Investment Officer, Rob has 31 years of experience as an industry veteran in portfolio management for large, sophisticated foundations, endowments, pensions, and ultra-high net worth individuals. Rob oversees the portfolios...
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...
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...
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.
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...
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 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...