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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.

Cassidy King Headshot

Cassidy C. King, CRPC®

Financial Planner

Raymond Lucas Headshot

Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

William Beaudoin Headshot

William Beaudoin, CFS, CBEC

Vice President of Case Design

Steve_Kolano_2022_Headshot_Cropped.jpg

Steve Kolano, CFA

Chief Investment Officer

Richard Austin Headshot

Richard E. Austin, JD, LLM, CIMA®

Executive Director

Ann Swartz Headshot

Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Compliance Officer

Gregory Freeman Headshot

Gregory Freeman

Advanced Planning Specialist

IFP_Final_jpg_Derek Chesley__014_cropped.jpg

Derek Chesley

Case Design

John Pastore Headshot

John C. Pastore, Jr., CRPC®

Senior Vice President

CASL conferred by The American College.

 

CRPC conferred by College for Financial Planning.

Check the background of your financial professional on FINRA's BrokerCheck.

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Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial. CRPC conferred by College for Financial Planning.

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LPL Financial and Integrated Financial Partners do not provide tax services. 

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For more information visit www.FINRA.org or www.SIPC.org.

 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CT, FL, GA, IL, IN, ME, MD, MA, MN, NH, NJ, NY, OH, PA, RI, TX, VT, VA

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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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Contact

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Integrated Financial Partners​

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Office: 781-373-4403

Fax: 617-219-9868

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200 Fifth Avenue, Suite 4010

Waltham, MA 02451

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Cassidy.King@IFPadvisor.com

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