
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.
Timothy R. Mahieu
Private Wealth Advisor
Ben Payton
Private Wealth Advisor
Karen Borowitz
Executive Assistant

Part of the 'Integrated Financial Partners' team
Andree Peterson
Chief Implementation Officer
Gregory Freeman
Advanced Planning Specialist
Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training
William Beaudoin, CFS, CBEC
Vice President of Case Design
Ann L. Swartz,CLU, ChFC®, CASL, CLF®
Chief Operations Officer
Becca Zophin
Chief Marketing Officer
Rob Brown, PhD, CFA
Chief Investment Officer
Richard E. Austin, JD, LLM, CIMA®
Executive Director
Mike Percoskie
Manager of Technology
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.