Meet Our Team
Heidi Patterson-OdedraFinancial Planner703-760-7823
Financial planning can help make the difference between those who enjoy a comfortable retirement and those who struggle. Heidi can help you pursue the retirement you deserve. She uses a comprehensive process to better align your goals with the appropriate financial tools. Her philosophy is Evaluate, Educate, Motivate: evaluate her clients’ financial situation, educate them about their opportunities, and motivate them to take action. The process includes: |
![]() |
Ray Lucas, CFP®Senior Vice President of Financial PlanningRay 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 Boston University program for financial planning. An author and contributor to various publications, Ray's expertise have put him in demand as a speaker on the topics of estate and retirement planning. In his role as Senior Vice President of Financial Planning, Ray provides ongoing case design support to planners and their staff. |
![]() |
John C. Pastore, Jr. CRPC®Senior Vice President of Professional Partners ProgramJohn 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.com. CRPC conferred by College for Financial Planning. |
![]() |
William BeaudoinVice President, Case DesignBill 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 comprehensive 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. |
![]() |
Derek ChesleyCase DesignDerek 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 software programs, Monte Carlo simulations and portfolio analysis provides a valuable resource for IFP advisors and their clients. |
![]() |
|