JOHN G. CATALDO
ESQ. PRESIDENT - ADVISORY SERVICES
WILLIAM BEAUDOIN
CFS, CBEC VICE PRESIDENT,
CASE DESIGN 
GREGORY FREEMAN
ADVANCED PLANNING SPECIALIST
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ANN L. SCHWARTZ
CLU, CHFC, CASL, CLF CHIEF OPERATIONS OFFICER
JOHN C. PASTORE JR.
CRPC® SEN. VP. PROFESSIONAL
PARTNERS PROGRAM 
DEREK CHESLEY
CASE DESIGN
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ROB BROWN
PHD., CFA CHIEF INVESTMENT OFFICER
RICHARD AUSTIN
JD, LLM, CIMA, CBEC EXECUTIVE DIRECTOR
IFP FAMILY OFFICE |
RAY LUCAS
CFP®, CRPC® SENIOR VP FINANCIAL PLANNING
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