top of page

OUR TEAM

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.

Fernando Perez Headshot

Fernando Perez
Financial Advisor

IFP_Final_tif_LianneCastelli_035.webp

Lianne Castelli
Office Manager

Raymond Lucas Headshot

Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

Richard Austin Headshot

Richard E. Austin, JD, LLM, CEPA

Executive Director

William Beaudoin Headshot

William Beaudoin, CFS, CBEC

Vice President of Case Design

Steve_Kolano_2022_Headshot_Cropped.jpg

Steve Kolano, CFA

Chief Investment Officer

Ann Swartz Headshot

Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Compliance Officer

Gregory Freeman Headshot

Gregory Freeman

Advanced Planning Specialist

IFP_Final_jpg_Derek Chesley__014_cropped.jpg

Derek Chesley

Case Design

John Pastore Headshot

John C. Pastore, Jr., CRPC®

Senior Vice President

bottom of page