Your Planning Team

 
  • Timothy Demeritt

    Timothy Demeritt

    FINANCIAL PLANNER

  • Rob Brown, PhD, CFA

    Rob Brown, PhD, CFA

    Chief Investment Officer

  • Ray Lucas, CFP®<br>

    Ray Lucas, CFP®

    Sr. VP Financial Planning

  • Bill Beaudoin, CFS

    Bill Beaudoin, CFS

    VP Financial Planning

  • Derek Chesley<br><br>

    Derek Chesley

    Case Design Specialist


  • Gregory Freeman<br><br>

    Gregory Freeman

    Advanced Planning Specialist

  • John C. Pastore, Jr., CRPC®

    John C. Pastore, Jr., CRPC®

    Senior VP of Strategic Alliances

  • William George<br><br>

    William George

    Director of Business Development

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

    Richard Austin, JD*, LLM, CIMA, CBEC

    Executive Director, IFP Family Office