ABOUT US

OUR TEAM

We take a confidential, consultative approach with our clients to organize and implement strategies that also coordinate with their personal wealth management goals. Most of our clients have very competent advisors, however, they lack coordination in their existing planning. We look at our clients' full financial picture on a cross-disciplinary basis which allows us to identify both coordination gaps as well as planning opportunities. Acting as your fiduciary, we put your needs first.

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Ronald J. Smith
Financial Planner

781-373-4453 

Ronald.Smith@IFPadvisor.com 

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Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

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Rob Brown, PhD, CFA

Chief Investment Officer

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John G. Cataldo, ESQ.

President – Advisory Services
Chief Legal Officer

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William Beaudoin, CFS, CBEC

Vice President of Case Design

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Gregory Freeman

Advanced Planning Specialist

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Derek Chesley

Case Design

Laura L. Fleming

Wealth Planning Advisor

781-547-6932

Laura.Fleming@IFPadvisor.com

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Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Operations Officer

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Richard E. Austin, JD, LLM, CIMA®, CEPA

Executive Director

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John C. Pastore, Jr., CRPC®

Senior Vice President