Broker Check

Our Team

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

TFP Team

John W. Exner, ChFC®

Financial Advisor, Team Leader



With a passion for improving the financial reality of military professionals, federal employees, and small business owners, John serves as an advocate to help you navigate the complex world of money with unwavering guidance.

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Claudia Exner

Operations Manager



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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Andrea L. Cowan

Client Services Associate



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



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



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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Michelle Weber

Client Services Associate


Michelle Weber is currently a resident of South Carolina. She is married to the love of her life, Jim. Michelle was a military spouse for many years before her husband retired from the Navy in 2014. They have five children with the...
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Linda Wray

Custom Services Associate



Linda Wray was born at Beale AFB, California on the date her mother told her to arrive.  After growing up moving with the military, she married the love of her life and has since stayed in one place for far too many years. They...
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IFP Group

Ann Swartz, CLU, ChFC, CASL, CLF

Chief Compliance Officer

Ann has worked in the financial industry since 1988 and currently serves as the Chief Compliance Officer at Integrated. Her multifaceted role encompasses regulatory compliance, financial controls, daily operations...

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Steve Kolano, CFA

Chief Investment Officer

As Chief Investment Officer, Steve uses his passion and fascination with capital markets to create portfolios that support your journey across the wealth spectrum. Steve firmly believes that identifying your end objectives...

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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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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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Richard Austin, JD, LLM, CIMA®, CEPA

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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