Our Team

As President of Advisory Services John manages the operations and oversight of Integrated Wealth Concepts. This includes oversight of SEC and FINRA regulations, supervision of advisory representatives, IAR programs and maintaining the...

Ann Swartz has been in the financial industry since 1988. A graduate of Clark University with a degree in Economics, she’s a firm believer in ongoing education for the purpose of maintaining the highest levels of professionalism....

As Chief Investment Officer, Rob has 31 years of experience as an industry veteran in portfolio management for large, sophisticated foundations, endowments, pensions, and ultra-high net worth individuals. Rob oversees the portfolios...

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...

Rich Austin specializes in working with business owners and Fortune 500 executives to build comprehensive strategies for their complex situations.

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...

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...