Meet the Team

 
  • Martha Payne

    Martha Payne

    Financial Planner

  • Alla Trachtenberg

    Alla Trachtenberg

    Client Relationship Manager

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

    Ann L. Swartz CLU, ChFC, CASL, CLF

    Chief Operations Officer

  • Ray Lucas, CFP®<br><br>

    Ray Lucas, CFP®

    Sr. VP Financial Planning

  • Bill Beaudoin, CFS<br><br>

    Bill Beaudoin, CFS

    VP Financial Planning

  • Gregory Freeman

    Gregory Freeman

    Advanced Planning Specialist

  • Andree Peterson

    Andree Peterson

    VP of Strategy and Development

  • Rob Brown, PhD, CFA

    Rob Brown, PhD, CFA

    Chief Investment Officer

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

    Richard Austin, JD*, LLM, CIMA, CBEC

    Executive Director, IFP Family Office

  • William D. Hackler, AIF

    William D. Hackler, AIF

    Retirement Plan Specialist

  • Rebecca Zopin<br><br>

    Rebecca Zopin

    Chief Marketing Officer