Backed by a team of dedicated professionals with over 100 years of combined industry experience, our thought leaders work collaboratively with clients from coordinating and consulting to the delivery and implementation of financial plans.


Joseph F. O’Loughlin

Private Wealth Advisor

Lianne Castelli

Office Manager

Andree Peterson

Chief Implementation Officer


William Beaudoin, CFS, CBEC

Vice President of Case Design


Gregory Freeman

Advanced Planning Specialist


Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training


Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Operations Officer

Becca Zophin

Chief Marketing Officer


Rob Brown, PhD, CFA

Chief Investment Officer


Richard E. Austin, JD, LLM, CIMA®

Executive Director

Mike Percoskie

Manager of Technology


John G. Cataldo, ESQ.

President – Advisory Services
Chief Legal Officer


Joseph F. O’Loughlin

Private Wealth Advisor

Cell (617) 272-5956

Tel  (781) 547-6935

​300 Fifth Avenue, 3rd Floor
Waltham, MA 02451

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Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial. LPL Financial and Integrated Financial Partners do not provide tax services. 

For more information visit www.FINRA.org or www.SIPC.org.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CT, DC, FL, IL, ME, MA, MI, NH, NJ, NY, SC, TX, VA,

Click on the links for a copy of the Firm ADV and Client Relationship Summary.