Paul Saganey, CFP®

Paul Saganey is the President and Founder of Integrated Financial Partners (IFP), a premiere fee-based financial services firm and industry leader with over 200 registered representatives throughout the country. IFP specializes in helping financial advisors take their practices to the next level by building revenue-sharing relationships with accountants and attorneys. Paul has written numerous articles on various estate and business planning topics and has appeared in such prestigious publications as InvestmentNews, The Wall Street Journal, The New York Times, Financial Advisor-IQ, Accounting Today, Proactive Advisor and PlanAdviser magazines.

Robert Sandrew
Senior Vice President, Business Development

Rob has over 20 years of experience in the financial services industry building relationships with financial advisors, RIAs and broker/dealers. Rob specializes in the custody, clearing and advisor recruiting arena and has previously worked with JP Morgan and Merrill Lynch. Most recently, he served as Senior Vice President with LPL Financial where he focused his efforts on advisor recruitment. He started his career with Putnam Investments followed by a wholesaling position at Federated Investors within the RIA channel. Rob graduated from Boston University with a Bachelor of Liberal Arts Degree.

William J. George
Senior Vice President, Business Development

William has a track record of helping Professional Partners thrive through planning, relationship building and joint work for over 20 years. William’s vast industry knowledge perfectly positions him to support the growth of our partners.

CommonWealth Campaign Conversation
Raymond J. Lucas, CFP®
Senior VP of Financial Planning

Ray Lucas heads the Integrated Financial Solutions™ division of Integrated Financial Partners which provides case design and consultation. Ray is a former faculty member of the Boston University program for financial planning and a graduate of Bentley University with a degree in Accounting. An experienced author and contributor to various industry publications, Ray is in high demand as a speaker on the topics of estate and retirement planning.

John C. Pastore, Jr., CRPC®
Senior Vice President, Strategic Alliances

John Pastore works with CPAs and other professional partners to incorporate financial services into their practice offerings and implement IFP’s dynamic co-source model. John’s diligence and dedication is demonstrated as he seeks to help improve the partner’s income and quality of life, and provide their clients with the support and services they need to address complex situations with clarity and confidence.

Andree Peterson
Director of Business Development

Andree has managed transitions for advisors with differing backgrounds and complexity of their practices. She builds custom transition plans for each advisor with a focus on post affiliation training and support to ensure advisors have the tools they need to leverage IFP’s comprehensive models and culture.

Becca Zophin
Chief Marketing Officer

Becca has over 15 years of industry experience helping our advisors and the professional partners they work with successfully market their services to their clients and prospects. By utilizing our InTouch Marketing Model, Becca helps solidify the relationship and develop a team presence for our partners so their clients clearly understand the new services being offered.