Paul-Saganey-Head-shot-high-res
Paul Saganey, CFP®
President

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.

John-Pastore
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.

Brad-head-shot
Bradley W. Stewart
Director of Strategic Alliance

Brad is responsible for maximizing our opportunities with existing and future members of our Professional Partners Program™.  With over 20 years of business sales and operations experience, Brad develops processes for reporting, tracking and accountability that are key to the success of our partners.

Deb-Lasota
Deborah Lasota
Manager of Business Development

Deb has 20 years of experience working closely with CPA firms providing strategic solutions to individual firms’ unique challenges. By creating relationships with partners and planners she coaches and coordinates revenue generating activities to augment the CPAs’ practice.

William-George
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.

image001
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.

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.

Swartz_Ann-2011
Ann L. Swartz, CLU, ChFC, CASL, CLF
Chief Operations Officer

Ann Swartz oversees 25 registered offices at IFP, including more than 200 financial advisors, staff and licensed partners. In this capacity, she focuses on streamlining processes, improving communications and finding creative solutions to the ongoing challenges inherent in building a world-class financial organization in a complex economic market.

Becca-Zophin
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.