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