Meet Our Team
Additional Partners
-
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