At Integrated Financial Partners, we take a team approach to serving clients because:

  • This allows us to provide a wide range of experience to clients from team members with varying experience and backgrounds.
  • If one team member is unavailable, another team member can step in to provide quick and reliable service.

There Are Three Components Of Our Team:

  • Primary Advisory Team – Your dedicated team members serve as your primary contacts and are the professionals who know you best. They include Chris Michalman, CFP®, Administrative Associates: Lynne Smith, Kim Burke and Renee Solomon, receptionist. Meet your dedicated service team
  • Advanced Planning Team – Your primary advisory team is supported by a team of subject matter experts that encompass a wide range of knowledge and experience. These team members offer insight and guidance on specific issues, such as case design and consultation, risk management, investment allocation and portfolio design, advanced financial planning strategies and more. Meet Our Advanced Planning Team.
  • External Resources – After nearly 25 years in the financial services industry, we have established an extensive network of third-party resources. We call upon our trusted contacts to help clients with special projects and specific needs.

Primary Advisory Team

Partnered with Integrated Financial Partners in 2003 to help clients take the next step in planning for retirement.

Learn more

Manages day-to-day client operations and ensures all back-office processes are running smoothly and efficiently.

Learn more
Lynne Smith

Office Manager

Oversees client services to help ensure each client’s needs are being met through regular reviews and meetings.

Learn more
Vicki McNamara

Relationship Manager

Advanced Planning Team

Raymond J. Lucas, CFP® Image

Ray Lucas heads the Integrated Financial Solutions™ division of Integrated Financial Partners which provides case...

Learn more
Raymond J. Lucas, CFP®

Senior Vice President of Financial Planning

William Beaudoin Image

Bill Beaudoin has been a member of our case design team since 1994. Bill specializes...

Learn more
William Beaudoin

Vice President of Case Design

Richard E. Austin, JD*, LLM, CIMA, CBEC Image

Rich Austin specializes in working with business owners and Fortune 500 executives to build comprehensive...

Learn more
Richard E. Austin, JD*, LLM, CIMA, CBEC

Executive Director, IFP Family Office

Derek Chesley Image

Derek Chesley has 16 years of comprehensive experience in the financial services industry. He plays...

Learn more
Derek Chesley

Case Design Specialist

Gregory S. Freeman Image

Greg has more than 10 years of experience building comprehensive financial plans for high-net-worth individuals...

Learn more
Gregory S. Freeman

Advanced Planning Specialist

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