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.
Southbury Office
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....
John C. Pastore, Jr., CRPC®
Senior Vice President of Professional Partners Program
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...
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
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.
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