Team

Doug is a financial advisor who specializes in retirement income planning and investment planning with a focus on risk management. While he has the knowledge and experience to help clients through many life milestones, he specializes...

David is a financial advisor dedicated to helping clients develop and execute plans to accomplish their goals. He specializes in retirement income planning and investment risk management and enjoys being able to help his clients...

Angelina supports our growth by assisting Kathy Donnelly, Director of Finance and Accounting, with the compilation of internal reports, compensation data processing, external reporting for the RIA’s SEC requirements, as well as ad hoc...

Becca has over 20 years of industry experience helping advisors and the professional partners they work with successfully market their services to clients and prospects. By utilizing our InTouch Marketing Model, Becca helps advisors...

Derek Chesley has more than a decade of comprehensive experience in the financial services industry. He plays an integral part in case design and development as a member of the Solutions Team. His knowledge in the Financial Profiles...

Greg has over 10 years of experience building comprehensive financial plans for high net worth individuals and business owners. He has accumulated significant knowledge with the use of the planning software, eMoney. Through live modeling...

John Pastore is a Senior Vice-President at IFP. He provides advice and counsel to advisors, staff and partners. John is dedicated to improving the quality of life of clients, advisors and partners.

With over 30 years of experience, Peter Kaplan serves as Executive Vice President of Planning and Insurance Solutions, specializing in the design, implementation, and management of sophisticated life insurance portfolios.

Peter’s mission...

Rich Austin specializes in working with business owners and Fortune 500 executives to build comprehensive strategies for their complex situations. By offering creative ideas for investment, estate and charitable gifting strategies, he...

As Chief Investment Officer, Steve uses his passion and fascination with capital markets to create portfolios that support your journey across the wealth spectrum. Steve firmly believes that identifying your end objectives, needs...