Our Team

Michael Dionne, ChFC

Senior Financial Planner

781-683-0722

michael.dionne@IFPadvisor.com

Michael Dionne has helped guide his clients through times of economic volatility, as he knows that slow and steady can help win the race. His philosophy is Evaluate, Educate, Motivate:

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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...

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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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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...

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John G Cataldo

John G. Cataldo

John.Cataldo@IFPadvisor.com

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...

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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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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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*Rob Brown is solely an investment advisor representative of Integrated Financial Partners, and not affiliated with LPL Financial.