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OUR TEAM

Our Team

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.

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Clark A. Page, CFP®, CRPC®
CERTIFIED FINANCIAL PLANNER™

Chartered Retirement Planning Counselor®

Merissa Dandeneau
Client Service Representative

for Clark A. Page, CFP®, CRPC®

Part of the Integrated Financial Partners Team

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Andree Mohr

Chief Implementation Officer

Gregory Freeman Headshot

Gregory Freeman

Advanced Planning Specialist

Raymond Lucas Headshot

Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

William Beaudoin Headshot

William Beaudoin, CFS, CBEC

Vice President of Case Design

Ann Swartz Headshot

Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Compliance Officer

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Becca Zophin

Chief Marketing Officer

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Steve Kolano, CFA

Chief Investment Officer

Richard Austin Headshot

Richard E. Austin, JD,

LLM, CIMA®

Executive Director

Mike Percoskie Headshot

Mike Percoskie

Director of Technology

CASL conferred by The American College.

CRPC conferred by College for Financial Planning.

Clark A. Page, CFP®, CRPC®
CERTIFIED FINANCIAL PLANNER™

Chartered Retirement Planning Counselor®

P: 781-487-0197

F: 781-421-6574

300 Ledgewood Place, Suite 100

Rockland, MA 02370

Clark.Page@IFPadvisor.com

www.clarkpageIFP.com

Check the background of your financial professional on FINRA's BrokerCheck.

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Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Integrated Financial Partners; or (2) solely investment advisor representatives of Integrated Financial Partners, and not affiliated with LPL Financial. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial. CRPC conferred by College for Financial Planning. CASL conferred by The American College.

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

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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Click on the links for a copy of the Firm ADV  , Client Relationship Summary , and LPL Financial Form CRS.

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