Our Team
We are Passionate about helping our clients Improve their current Financial Reality
TFP Team
IFP Group
Ann Swartz, CLU, ChFC, CASL, CLF
Chief Compliance Officer
Steve Kolano, CFA
Chief Investment Officer
Ray J. Lucas, CFP®
Senior Vice President of Financial Planning
William Beaudoin
Vice President, Case Design
William D. Hackler
Retirement Plan Specialist
Gregory Freeman
Advanced Planning Specialist
Derek Chesley
Case Design
John C. Pastore, Jr., CRPC®
Senior Vice President of Professional Partners Program
Richard Austin, JD, LLM, CIMA®, CEPA
Executive Director, IFP Family Office