Broker Check

Team

Our teamwork approach adds a broader perspective and provides increased benefits to our clients. We can help answer your questions, including:

  • Did I save enough for retirement?
  • Did I invest my assets in the right places?
  • Which assets should I use first? 
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • How can I protect my beneficiaries and maximize tax strategies?
  • Do I have enough life insurance for my family?

We specialize in creating an approach that is designed to address your individual situation.

EricBressman

Eric K. Bressman, CFP®

Financial Advisor

703-877-0820

Eric.Bressman@pwsfairfax.com

A CERTIFIED FINANCIAL PLANNER™ professional with over 16 years of industry experience, I help clients make smart choices with their money using a values-based, goal oriented financial planning process.

Read more

C. Sabine Bressman, RICP®

Director of Operations

703-877-0820

Sabine.Bressman@pwsfairfax.com

A Director of Operations with over 20 years of industry experience, I specialize in helping middle and upper income individuals, families and business owners pursue their idea of financial security. I am especially focused on helping...
Read more

Pamela Rodriguez, CFP®, ChFC®

Financial Advisor

703-877-0820

Pamela.Rodriguez@pwsfairfax.com

A CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of industry experience, I specialize in helping families and business owners pursue their definition of success through thoughtful, personalized, proactive financial...

Read more

Holly Gable

Director of Client Services for Eric K. Bressman, CFP® and C. Sabine Bressman RICP®, Financial Advisors

571-289-3456

Holly.Gable@pwsfairfax.com

Holly Gable was born in the state of Pennsylvania. Holly married her high school sweetheart, has 2 children and was a military wife for over 25 years. Holly has been in the financial services industry for over 20 years. As Director of...

Read more

Gustavo Rodriguez

Director of Client Relations for Pamela Rodriguez

703-877-0820

Gustavo.Rodriguez@pwsfairfax.com

As Client Relations Manager for Pam, I leverage my organizational leadership experience to manage all aspects of the practice. This includes reviewing the new business workflow, supervising the underwriting process, maintaining client...

Read more

Kevin M. Boss, MBA

Financial Advisor

703-877-0820

Kevin.Boss@pwsfairfax.com

With over 10 years of corporate leadership experience, I help clients transform their dreams into goals with measurable milestones using a values-based approach. With the support of a talented team of certified financial professionals,...

Read more

Nicolette Watkins

Client Service Coordinator

443-531-0774

Nicolette.Watkins@pwsfairfax.com

As Client Service Coordinator, Nici is responsible for providing world-class service and support to our clients and helps resolve any complex client challenges. She also works to enhance our clients' overall experience by ensuring that...
Read more

IFP Group

John G. Cataldo

Chief Legal Officer

John.Cataldo@IFPadvisor.com

As President of Advisory Services John manages the operations and oversight of Integrated Wealth Concepts. This includes oversight of SEC and FINRA regulations, supervision of advisory representatives, IAR programs and maintaining the...

Read more

Ann Swartz, CLU, ChFC, CASL, CLF

Chief Operations Officer

Ann Swartz has been in the financial industry since 1988. A graduate of Clark University with a degree in Economics, She’s a firm believer in ongoing education for the purpose of maintaining the highest levels of professionalism....

Read more

Rob Brown, PhD, CFA

Chief Investment Officer

As Chief Investment Officer, Rob has 31 years of experience as an industry veteran in portfolio management for large, sophisticated foundations, endowments, pensions, and ultra-high net worth individuals. Rob oversees the portfolios...

Read more

Ray J. Lucas, CFP®

Senior Vice President of Financial Planning

Ray Lucas, CFP® is the head of Integrated Financial Solutions™, the case design and case consultation division of Integrated Financial Partners. An accounting graduate of Bentley College, Ray is a former faculty member of the...

Read more

William Beaudoin

Vice President, Case Design

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...

Read more

William D. Hackler

Retirement Plan Specialist

William D. Hackler is Integrated Financial Partners' Retirement Plan Specialist 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...

Read more

Rich Austin, JD*, LLM, CIMA, CBEC

Executive Director, IFP Family Office

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...

Read more

Gregory Freeman

Advanced Planning Specialist

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...

Read more

Derek Chesley

Case Design

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...

Read more

John C. Pastore, Jr., CRPC®

Senior Vice President of Professional Partners Program

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 professional partners. Visit www.GrowWithIFP...

Read more