Broker Check

Our Team

We are Passionate about helping our clients Improve their current Financial Reality

John W. Exner, ChFC®

Financial Advisor

703-343-6878 ext 100

703-842-8303

John.Exner@LPL.com

John (Joachim) W. Exner was born in Bavaria, Germany. John served in the United States Air Force where he had a distinguished career that included combat deployments and two Meritorious Service Medals (Valor) and the only 17th Air...

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Claudia Exner

Operations Manager

703-763-1409

703-842-8303

Claudia.Exner@LPL.com

Claudia Exner born in Schlema, East Germany, were she grew up under Russian occupation with strict control of media, travel, and the niceties of ordinary life, like chocolate and free speech. Claudia takes pride in being a voice for...

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Jacob Telleria

Financial Advisor

703-343-6878 ext.103

Jacob.telleria@lpl.com

Jacob Telleria was born in Alexandria, Virginia. Jacob graduated from George Mason University with a degree in Finance in 2014 after successfully completing a two-year internship with a Registered Investment Advisor firm. Jacob is...

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Andrea L. Cowan

Client Services Associate

703-763-1451

703-842-8303

Andrea.Cowan@LPL.com

Andrea Cowan: born in San Miguel, CA. Andrea completed six years in the United States Air Force as a electronic warfare technician. She is married to the love of her life for almost 35 years now, has two children, two in-laws and two...

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Holly L. Hopkins

Client Services Associate

703-763-1472

703-842-8303

Holly.Hopkins@LPL.com

Holly Hopkins was born in the great state of Texas. Holly has been in the financial services industry for over 15 years and has an esteemed reputation for being detail oriented. She is the consummate professional who recognizes the...

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Suanne Kennedy

Client Services Manager

703-343-6878

703-842-8303

Suanne.Kennedy@LPL.com

Suanne Kennedy was born in Mora, Minnesota. Suanne has been in the financial services industry for over 10 years with a specialization in managing client relations and coordinating meetings and financial planning actions. She has spent...

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Brendan Exner

Information Technology

703-343-6878 ext 103

703-842-8303

Brendan.Exner@LPL.com

Brendan A. Exner born in Bitburg, Germany. Brendan grew up in Tampa Florida and found his passion early in life for fixing things. He is one of those rare individuals that has a knack for seeing things in a new way and putting them...

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IFP Group

John G. Cataldo

Chief Legal Officer

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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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....

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Rob Brown, CFA

Chief Investment Officer

As Chief Investment Officer, Rob has 31 years of experience as an industry veteran in portfolio management for large, sophisticated foundations, endowments, pensions, and ultra-high net worth individuals. Rob oversees the portfolios...

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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 member of the...

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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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Richard Austin, JD*, LLM, CIMA, CBEC

Executive Director, IFP Family Office

Rich Austin specializes in working with business owners and Fortune 500 executives to build comprehensive strategies for their complex situations. By offering creative ideas for investment, estate and charitable gifting strategies, he...

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William D. Hackler

Retirement Plan Specialist

William D. Hackler is Integrated Financial Partners' Retirement Plan Specialist and the founder of the Integrated 401(k)™ which is a finely tuned process to show you how your employee retirement plan fits into your overall wealth...

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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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John C. Pastore, Jr., CRPC®

Senior Vice President of Professional Partners Program

John Pastore is a Senior Vice-President at IFP. He provides advice and counsel to advisors, staff, and partners. John is dedicated to improving the quality of life of clients, advisors and professional partners. Visit www.GrowWithIFP...

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