Backed by a team of dedicated professionals with over 100 years of combined industry experience, our advisors work collaboratively with the Integrated team to provide first-class coordination and consulting as well as the delivery and implementation of financial plans to their clients.

 


 

Paul C. Koenig Jr. headshot
Paul Koenig is a Financial Planner with Integrated Financial Partners, (IFP). Along with his team of advisors, he takes an independent, comprehensive and objective approach to financial planning to help ensure that your goals, objectives and risk tolerance are properly considered and managed. He is a specialist in financial and...
Lance Leimberg headshot
Lance Leimberg is dedicated to helping clients find solutions to complex financial challenges. By taking a long-term approach to financial planning, Lance seeks help you prepare for your future by considering your personal goals, objectives and risk tolerance. As part of a team of experienced financial professionals, Lance is committed...
Andree Peterson headshot
As Chief Implementation Officer, Andree leads our advisor and professional partner growth initiatives. Efficient strategies to run your practice, coaching, training and managing all firm activities dealing with increasing revenue fall under her leadership.
William Beaudoin headshot
Bill Beaudoin, CFS, has been a member of our case design team since 1994. One of Bill's areas of specialization lies within the personal risk management area where he is able to deliver prudent strategies and tactics supported by product selections. He also works to provide creative solutions to help...
Rob Brown headshot
As Chief Investment Officer, Rob has 31 years of experience as an industry veteran in portfolio management for large, sophisticated foundations, endowments, pensions, and ultra-high net worth individuals. Rob is a member of Integrated’s senior executive management team and the Chairman of the Integrated Investment Advisory Board. In his roles...
Gregory Freeman headshot
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 modeling, Greg creates an interactive client experience. He is a graduate of Bentley University with a...
Ann L. Swartz headshot
Ann Swartz has been in the financial industry since 1988. In her role as Chief Operations Officer, she focuses on streamlining processes, improving communications and finding creative solutions to the challenges inherent in building a strong financial organization. A graduate of Clark University with a degree in Economics, Ann is...
Richard E. Austin headshot
Rich Austin specializes in working with business owners and Fortune 500 executives to build comprehensive strategies for their complex situations. By offering creative ideas for investment, estate and charitable gifting strategies, he helps high net worth clients build legacies for them and their families. Rich concentrates on working with advisors...
Raymond J. Lucas headshot
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 Boston University program for financial planning. An author and contributor to various publications, Ray's experience...
Becca Zophin headshot
Becca has almost 20 years of industry experience helping advisors and the professional partners they work with successfully market their services to clients and prospects. By utilizing our InTouch Marketing Model, Becca helps advisors implement full-service marketing programs so they can build thriving practices and focus on what they do...
Mike Percoskie headshot
As our resident technologist, Mike's priority is to proactively remedy technical issues before they arise, solving issues as they pop-up, and also implementing points of innovation that the ever-changing technology landscape can provide. Mike specializes in tailoring our technology offering to adapt to advisors' specific needs.
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As President of Advisory Services John manages the operations and oversight of Integrated Wealth Concepts. This includes oversight of SEC and FINRA regulations, supervision of advisory representatives, IAR programs and maintaining the operations of the independent Registered Investment Advisory firm. As Chief Legal Officer John provides regulatory affairs oversight, legal...

Rob Brown is solely an investment advisor representative of Integrated Financial Partners, and not affiliated with LPL Financial.