Your Planning Team

 
  • Martha M. Payne

    Martha M. Payne

    Financial Planner

  • Alla Trachtenberg

    Alla Trachtenberg

    Client Relationship Manager

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

    Richard Austin, JD*, LLM, CIMA, CBEC

    Executive Director, IFP Family Office

  • Bill Beaudoin, CFS<br><br>

    Bill Beaudoin, CFS

    VP Financial Planning

  • Rob Brown, PhD, CFA<br><br>

    Rob Brown, PhD, CFA

    Chief Investment Officer

  • Gregory Freeman<br><br>

    Gregory Freeman

    Advanced Planning Specialist

  • William D. Hackler, AIF

    William D. Hackler, AIF

    Retirement Plan Specialist

  • Ray Lucas, CFP®<br><br>

    Ray Lucas, CFP®

    Sr. VP Financial Planning