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Our Team

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

IFP Group

Ann  Swartz

Ann Swartz, CLU, ChFC, CASL, CLF

Chief Compliance Officer

Steve Kolano

Steve Kolano, CFA

Chief Investment Officer

Ray Lucas

Ray J. Lucas, CFP®

Senior Vice President of Financial Planning

William Beaudoin

William Beaudoin

Vice President, Case Design

William Hackler

William D. Hackler

Retirement Plan Specialist

Gregory Freeman

Gregory Freeman

Advanced Planning Specialist

Derek Chesley

Derek Chesley

Case Design

John C. Pastore, Jr., CRPC®

John C. Pastore, Jr., CRPC®

Senior Vice President of Professional Partners Program

Richard Austin

Richard Austin, JD, LLM, CIMA®, CEPA

Executive Director, IFP Family Office