Meet Our Team

 
  • John Lian CLU®, AIF®

    CLU®, AIF®

  • Rob Brown, PhD, CFA

    Chief Investment Officer

  • Ray Lucas, CFP®

    Sr. VP Financial Planning

  • Bill Beaudoin, CFS

    VP Financial Planning

  • Derek Chesley

    Case Design Specialist

  • Gregory Freeman

    Advanced Planning Specialist

  • John C. Pastore, Jr., CRPC®

    Senior VP of Strategic Alliances

  • Richard Austin, JD*, LLM, CIMA, CBEC

    Executive Director, IFP Family Office