Team
Timothy M. Carlson
Wealth Planning Advisor
Timothy.Carlson@IFPadvisor.com
Vicki McNamara
Client Relationship Manager
Vicki McNamara has joined my team as our Client Relationship Manager. With over 30 years of experience...
Steve Kolano, CFA
Chief Investment Officer
As Chief Investment Officer, Steve uses his passion and fascination with capital markets to create portfolios that support your journey across the wealth spectrum. Steve firmly believes that identifying your end objectives...
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®
Executive Director, Estate and Business Planning
Rich Austin specializes in working with business owners and Fortune 500 executives to build comprehensive strategies for their complex situations.
Gregory Freeman
Advanced Planning Specialist
Greg has over 10 years of experience building comprehensive financial plans for high net worth individuals and business owners. He has accumulated significant knowledge with the use of the planning software, eMoney. Through live...
Derek Chesley
Case Design Specialist
Derek Chesley has more than a decade of comprehensive experience in the financial services industry. He plays an integral part in case design and development as a member of the Solutions Team. His knowledge in the Financial Profiles...