Team
Our teamwork approach adds a broader perspective and provides increased benefits to our clients. We specialize in creating an approach that is designed to address your individual situation.
Rob Brown, PhD, CFA
Chief Investment Officer
Ray J. Lucas, CFP®
Senior Vice President of Financial Planning
Ray Lucas, CFP® is the head of Integrated Financial Solutions™, the case design and case consultation division of Integrated Financial Partners. An accounting graduate of Bentley College, Ray is a former faculty member of the...
Richard Austin, JD*, LLM, CIMA, CBEC
Executive Director, IFP Family Office
Rich Austin specializes in working with business owners and Fortune 500 executives to build comprehensive strategies for their complex situations.
William D. Hackler, AIF
Retirement Plan Specialist
William D. Hackler is Integrated Financial Partners' Retirement Plan Specialist and the founder of the Integrated 401(k)™ which is a finely tuned process to show you how your employee retirement plan fits into your overall wealth...
Gregory Freeman
Advanced Planning Specialist
Derek Chesley
Case Design