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MEET OUR INTEGRATED PARTNERS TEAM​
Andree Mohr
President
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As the president of Integrated Partners, Andree serves as a driven leader, visionary, and implementor for the organization.
Andree's adept workflows and nimble judgment have proven instrumental in creating a culture of innovation, efficiency, and collaboration. She skillfully leverages these capabilities to oversee Integrated’s day-to-day operations, drive the firm’s key objectives, and ensure the consistent and healthy growth of our organization.
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William Beaudoin, CFS, CBEC
Vice President of Case Design
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Bill Beaudoin, CFS, has been a member of our case design team since 1994. One of Bill's areas of specialization lies within the personal risk management area where he is able to deliver prudent strategies and tactics supported by product selections. He also works to provide creative solutions to help address the needs of business owners and individuals regarding wealth preservation and estate planning.
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William Beaudoin CA Insurance #0H91989
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John C. Pastore, Jr., CRPC®
Executive Vice President​
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John Pastore is an Executive 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.
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Chartered Retirement Planning Counselor (CRPC) conferred by College for Financial Planning.
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John Pastore CA Insurance #0H48867
Ann L. Swartz,CLU, ChFC®, CASL, CLF®
Chief Compliance Officer
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Ann has worked in the financial industry since 1988 and currently serves as the Chief Compliance Officer at Integrated. Her multifaceted role encompasses regulatory compliance, financial controls, daily operations, and information technology management. Beyond her regulatory expertise, Ann contributes valuable operational insights to the firm. She excels at optimizing processes, enhancing communication channels, and devising innovative solutions to overcome the inherent challenges of building a robust financial organization.
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Richard E. Austin, JD, LLM, CIMA®
Executive Director, Estate and Business Planning
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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 helps high net worth clients build legacies and create family dynasties. Rich concentrates on working with advisors in the design and implementation of thoroughly researched tax reduction strategies.
Stephen Kolano, CFA
Chief Investment Officer
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Steve uses his passion and fascination with capital markets to create portfolios that support clients’ journeys across the wealth spectrum. Steve firmly believes that identifying the end objectives for clients, their needs, circumstances and what drives them, is the cornerstone of investing and portfolio construction. Each client has a story, and it is his duty as the financial steward to ensure that their portfolio is helping them pursue their personal vision of success.
Mike Percoskie
Director of Technology
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With many years of industry
experience, Mike is equipped to help our team navigate the technology landscape and ensure our technical needs are met by educating, guiding, and crafting solutions for our business needs.
Becca Zophin
Chief Marketing Officer
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With more than 20 years of industry experience, Becca serves as Chief Marketing Officer. Her mission is to empower our team by helping us clearly articulate our service offerings, educate our community, and piece together marketing strategies that showcase our value. Becca accomplishes this by creating and designing full-service marketing programs so our practice can thrive. Through her industry-leading InTouch Marketing Model, Becca educates and delights our clients every month.
Derek Chesley
Case Design Specialist
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Derek Chesley has more than a decade of comprehensive experience in the financial services industry. As Case Design Specialist, he plays an integral part in case design and development as a member of the advanced planning team. His knowledge in the Financial Profiles software programs, Monte Carlo simulations and portfolio analysis provides a valuable resource for IFP advisors and their clients.
Gregory Freeman
Advanced Planning Specialist
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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, Greg creates an interactive client experience. He is a graduate of Bentley University with a degree in Finance.
William D. Hackler
Director of Retirement Plan Services​
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William D. Hackler is Integrated Partners' Director of Retirement Plan Services and the founder of the Integrated 401(k)™ which is a finely tuned process to show you how your employee retirement plan fits into your overall wealth accumulation goals. As a primary source of retirement income, careful consideration must be taken when designing your retirement plan as we work with your other advisors to strive to ensure that current tax laws are maximized in your and your valued employees' favor.
William Hackler CA Insurance #4041707
CRPC conferred by College for Financial Planning. CASL conferred by The American College.