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Our Team

Backed by a team of dedicated professionals with over 100 years of combined industry experience, our thought leaders work collaboratively with you from coordinating and consulting to the delivery and implementation of financial plans.

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Michael Rankin, CFP®

Private Wealth Advisor

Raymond Lucas Headshot

Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training

Gregory Freeman Headshot

Gregory Freeman

Advanced Planning Specialist

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Derek Chesley

Case Design

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Steve Kolano, CFA

Chief Investment Officer

Ann Swartz Headshot

Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Compliance Officer

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John C. Pastore, Jr., CRPC®

Senior Vice President

William Beaudoin Headshot

William Beaudoin, CFS, CBEC
Vice President of Case Design

Richard Austin Headshot

Richard E. Austin, JD,
LLM,CIMA®
Executive Director

Homer Smith Headshot

Homer S. Smith IV
CFP®, CRPC®, BFA™, CBEC®

Director, Integrated Business Alliance

CASL conferred by The American College.

 

CRPC conferred by College for Financial Planning.

 

Grayt Expectations Financial Planning

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125 Wilderness Way, Santa Rosa Beach, FL 32459

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial.

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Investment advice offered through Grayt Expectations Financial Planning, a registered investment advisor and separate entity from LPL Financial. Click on the links for a copy of the Firm ADV  , Client Relationship Summary , and LPL Financial Form CRS.

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