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OUR TEAM

 

Backed by a team of dedicated professionals with over 100 years of combined industry experience, our thought leaders work collaboratively with clients from coordinating and consulting to the delivery and implementation of financial plans.

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Timothy R. Mahieu
Private Wealth Advisor

Ben Payton
Private Wealth Advisor

Stephanie Weed
Executive Assistant

Part of the 'Integrated Financial Partners' team

Andree Peterson

Chief Implementation Officer

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Gregory Freeman

Advanced Planning Specialist

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Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

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William Beaudoin, CFS, CBEC

Vice President of Case Design

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Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Operations Officer

Becca Zophin

Chief Marketing Officer

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Rob Brown, PhD, CFA

Chief Investment Officer

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Richard E. Austin, JD, LLM, CIMA®

Executive Director

Mike Percoskie

Manager of Technology

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John G. Cataldo, ESQ.

President – Advisory Services
Chief Legal Officer

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