Broker Check

Joseph Sullivan, CFS

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 appropriate 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.

Integrated Financial Partners Team

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....

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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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Rob Brown, PhD, CFA

Chief Investment Officer

As Chief Investment Officer, Rob has 31 years of experience as an industry leader in portfolio management for large, sophisticated foundations, endowments, pensions, and ultra-high net worth individuals. Rob oversees the portfolios...

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

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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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Derek Chesley

Case Design

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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