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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.


Eric K. Bressman, CFP®

Financial Advisor


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.

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C. Sabine Bressman, RICP®

Director of Operations


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...

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Pamela Rodriguez, CFP®, ChFC®

Financial Advisor


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...

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Holly Gable

Director of Client Services for Eric K. Bressman, CFP®, Financial Advisor


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...

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Gustavo Rodriguez

Director of Client Relations for Pamela Rodriguez


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...

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Nicolette Watkins

Client Service Coordinator


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...
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IFP Group

John G. Cataldo

Chief Legal Officer

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...

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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....

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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