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Our Team

Backed by a team of dedicated professionals with over 100 years of combined industry experience, our thought leaders work collaboratively with clients from coordinating and consulting to the delivery and implementation of financial plans.

Russ Gorman Headshot

Russ Gorman, CBEC®, CFA®, CFP®, EA
Wealth Planning Advisor

Part of the Integrated Financial Partners Team

IFP_Final_jpg__Andre Mohr_002_Cropped.jpg

Andree Mohr

Chief Implementation Officer

Gregory Freeman Headshot

Gregory Freeman

Advanced Planning Specialist

Raymond Lucas Headshot

Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

William Beaudoin Headshot

William Beaudoin, CFS, CBEC

Vice President of Case Design

Ann Swartz Headshot

Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Compliance Officer


Becca Zophin

Chief Marketing Officer


Steve Kolano, CFA

Chief Investment Officer

Richard Austin Headshot

Richard E. Austin, JD, LLM, CIMA®, CEPA

Executive Director

Will Hackler Headshot

Will Hackler

Director of Retirement Plan Services

Mike Percoskie Headshot

Mike Percoskie

Director of Technology

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