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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.

Ray Lucas Headshot

Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

Carolyn Kneeland Headshot

Carolyn A. Kneeland

Operations Manager

William Beaudoin Headshot

William Beaudoin, CFS, CBEC

Vice President of Case Design

Richard Austin Headshot

Richard E. Austin, JD, LLM, CIMA®

Executive Director, Estate and Business Planning

Derek Chesley Headshot

Derek Chesley

Case Design Specialist

Steve Kolano Headshot

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

Angelina Compston Headshot

Angelina Compston

Accounting and Case Design Associate

CASL conferred by The American College.

Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

Ray.Lucas@IFPadvisor.com

508-926-1458

100 North Parkway, Suite 201

Worcester, MA 01605

Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Integrated Financial Partners; or (2) solely investment advisor representatives of Integrated Financial Partners, and not affiliated with LPL Financial. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial.

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CRPC conferred by College for Financial Planning.

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Click on the links for a copy of the Firm ADV  , Client Relationship Summary , and LPL Financial Form CRS.

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The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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