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Our Team
Sherman Fernandes
Managing Partner
Investment Officer | Wealth Advisor
Joe Hall
Wealth Advisor
Lindsay Blaney
Financial Planner | Wealth Advisor
Richard E. Austin
Executive Director
Raymond J. Lucas, Jr.
Sr. Vice President Financial Planning & Training
Will Hackler
Director of Retirement Plans
Erin Haskell
Compliance Operations Manager
Ann L. Swartz
Chief Operations Officer
Andree Peterson
Chief Implementation Officer
WilIiam Beaudoin
Vice President of Case Design
Rob Brown*
Chief Investment Officer
​*Rob Brown is solely an investment advisor representative of Integrated Financial Partners, and not affiliated with LPL Financial.
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