ABOUT US
OUR TEAM
Integrated Financial Partners functions as our operational support team. This relationship enables us to innovate as the industry changes and provide a boutique client experience while effectively serving your needs. In an increasingly complicated era, pursuing your financial goals depends on customized advice; meaningful, timely information and research; and access to the investments and services that best fit your specific circumstances.
THE INTEGRATED FINANCIALÂ PARTNERS TEAM
Jason Horwitz, CFP®, CRPC®
Financial Planner
Ann L. Swartz,CLU, ChFC®, CASL, CLF®
Chief Compliance Officer
Gregory Freeman
Advanced Planning Specialist
Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training
Richard E. Austin, JD, LLM, CIMA®
Executive Director, Estate and Business Planning
Derek Chesley
Case Design Specialist
Steve Kolano, CFA
Chief Investment Officer
William Beaudoin, CFS, CBEC
Vice President of Case Design
John C. Pastore, Jr., CRPC®
Senior Vice President
CRPC conferred by College for Financial Planning.
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CASL conferred by The American College.