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About Us

What We Do
About Us

At Integrated Financial Partners, your financial journey is unique and deserves a personalized approach. Since our inception in October 2013, our dedication to helping clients like you navigate the complexities of financial planning with confidence and clarity has been unwavering.


Our Mission
Our Philosophy

Financial planning transcends mere numbers; it encompasses your life, dreams, and peace of mind. Being fully present in every interaction underscores our commitment to providing the attention and support you deserve. By truly understanding your concerns and aspirations, comprehensive and cohesive plans are created, reflecting your unique vision for the future.

 

The essence of our philosophy is built on the profound belief that effective financial planning starts with genuine relationships. By prioritizing trust, open communication, and a deep understanding of personal goals, we ensure that every strategy crafted aligns with your unique vision for the future. Listening attentively to your aspirations allows us to tailor solutions that truly resonate with your needs.

 

Staying ahead of the ever-evolving financial landscape is a mission embraced wholeheartedly. Continuous learning and innovation are integral to our practice, enabling the provision of the most current and effective strategies. Leveraging the latest tools and technologies enhances your financial planning experience, making it more efficient and transparent.

Who We Help
Who You Will Be Working With

Derek Chesley

Derek Chesley

Case Design Specialist

Gregory Freeman

Gregory Freeman

Advanced Planning Specialist

Ray J. Lucas, CFP®

Ray J. Lucas, CFP®

Senior Vice President of Financial Planning

Steve Kolano, CFA

Steve Kolano, CFA

Chief Investment Officer

Richard Austin, JD, LLM, CIMA®

Richard Austin, JD, LLM, CIMA®

Executive Director, Estate and Business Planning

Take Your First Steps

Schedule a meeting with our team and let’s begin our journey together.

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