Jeremy D. Gottlieb, MBA, RFC^® is the Founder and President of Gottlieb Wealth Management. He has served as an independent financial planner for over 25 years, specializing in retirement income planning, wealth management, and...

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...

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...

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...

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...

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...

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...

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...

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...

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...