Meet The Team

  • Philip Masi, MBA, CFP®

    Financial Planner

  • Laura Harris

    Office Manager

  • Richard Austin, JD*, LLM, CIMA, CBEC

    Executive Director, IFP Family Office

  • William Beaudoin

    Vice President, Case Design

  • Rob Brown

    Chief Investment Officer

  • John G. Cataldo

    Chief Legal Officer

  • Derek Chesley

    Case Design

  • William D. Hackler

    Retirement Plan Specialist

  • Ray J. Lucas, CFP®

    Senior Vice President of Financial Planning

  • John C. Pastore, Jr., CRPC®

    Senior Vice President of Professional Partners Program

  • Ann L. Swartz, CLU, ChFC, CASL, CLF

    Chief Operations Officer