Back Office Team

Ray Lucas 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 Boston University program for financial planning. An author and contributor to various publications, Ray's expertise has put him in demand as a speaker on the topics of estate and retirement planning. He was also the keynote speaker at the Worcester Centrum college planning forum.

Chartered Retirement Planning Counselor (CPRC) conferred by College for Financial Planning.

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 product selections. He also works to provide creative solutions to help address the needs of business owners and individuals regarding wealth preservation and estate planning.

William Beaudoin CA Insurance #0H91989

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 software programs, Monte Carlo simulations and portfolio analysis provides a valuable resource for IFP advisors and their

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 modeling, Greg creates an interactive client experience. He is a graduate of Bentley University with a degree in Finance.

John Pastore is an Executive 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 partners.

Chartered Retirement Planning Counselor (CRPC) conferred by College for Financial Planning.

John Pastore CA Insurance #0H48867

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 helps high net worth clients build legacies for them and their families. Rich concentrates on working with advisors in the design and implementation of thoroughly researched tax reduction strategies. Rich was previously an attorney in private practice and a corporate staff attorney specializing in tax issues and financial analysis.

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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, needs, circumstances, and what drives you is the cornerstone of investing and portfolio construction.

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, and information technology management. Beyond her regulatory expertise, Ann contributes valuable operational insights to the firm. She excels at optimizing processes, enhancing communication channels, and devising innovative solutions to overcome the inherent challenges of building a robust financial organization.

A graduate of Clark University with a degree in Economics, Ann is a firm believer in ongoing education in maintaining the highest levels of professionalism. She received her Chartered Life Underwriter (CLU) designation, her Chartered Financial Consultant (ChFC) designation, her Chartered Advisor for Senior Living, (CASL) designation, and the Chartered Leadership Fellow (CLF). In addition to earning numerous awards in the financial industry, she completed a Leadership Best Practices degree at Harvard Business School in 2010.

Chartered Advisor for Senior Living (CASL) conferred by The American College.