Empowering Independent Financial Planners
Get to know us
We’re a genuine community with a distinctive culture that encourages everyone to collaborate, share ideas and help each other achieve success.
IFG Vision
To be known as the premier destination for elite financial planners and business leaders, of which only 5% are qualified to join. All Consortium members will feel connected, whether down the hall or across the country. We will protect our culture at all costs and help every member reach their full potential. In turn, they will impact their family, clients, and community. Our environment of service, hard work, and fun will permeate all our relationships.
IFG Mission
Maintain a greater than 97% retention rate through 2027.
IFG Purpose
To help mankind reach their full potential.
Core Values & Beliefs
IFG Support Team
COMPLIANCE
Crystal Epstein, AIF®, IACCP®
Chief Compliance and Risk Officer
Chief Compliance and Risk Officer
ADVISOR DEVELOPMENT
Don Patrick, MBA
Founder & Chief Strategy Officer
Founder & Chief Strategy Officer
ADVISOR DEVELOPMENT
Andrews Browne, MBA
Chief Advisor Development Officer
Chief Advisor Development Officer
ADVISOR DEVELOPMENT
Bonnie Whyte, FPQP®
Executive Assistant to Founder & Chief Strategy Officer
Executive Assistant to Founder & Chief Strategy Officer
ADVISOR DEVELOPMENT
Hayes Laughlin
Executive Assistant to Chief Advisor Development Officer
Executive Assistant to Chief Advisor Development Officer
COMPLIANCE
Zehavit Kaidar-Heafetz
Administrative Assistant to Compliance Department
Administrative Assistant to Compliance Department
OPERATIONS
Laura Stone
Assistant Director of Operations & Director of IFG Annual Retreat
Assistant Director of Operations & Director of IFG Annual Retreat
VIRTUAL ASSISTANT PROGRAM
Carmen Schuck, FPQP™
Client Service Sr. Team Lead
Client Service Sr. Team Lead
ADVISOR SOLUTIONS
Ulanda Sutherland
Executive Assistant to Advisor Solutions
Executive Assistant to Advisor Solutions
IFG Advisory Board
Trent Adams, CFP®
Magnolia Financial Group
Andrews Browne, MBA
Integrated Financial Group
Howard Katz, CFP®
Linea Private Wealth
Management
Don Patrick, MBA
Integrated Financial Group
Morris Shank
Morris Shank Wealth Management
Land Bridgers
Integrated Financial Group
David Gaynes, CFP®, ChFC, CFSTM
Gaynes Financial Services
Rebekah J. Fero, CFP®, AIF®
Fero Financial
Paul Peeler
Integrated Financial Group
Kathy Healy, CFP®, MBA
Healy Wealth Management
Mark Cross, AIF®
Highland Trust Partners
Pat Hinchey, CFP®
Integrated Financial Partners
Rich Lombardi
Integrated Wealth Strategies
Shane Gaddy, CFP®
Strong Gaddy Lee Wealth Management Group
IFG Next Gen Advisory Board
Gary Alpert, CFP®
Gary Alpert & Associates
Terrell Boone, CRPC®
Highlands Wealth Group
Land Bridgers
Integrated Financial Group
Andrews Browne, MBA
Integrated Financial Group
Alyson Skodack Burkett, CRPC®, CFP®
21 Goats Financial Planning
Robert Day
Madison Financial & Associates
Halie Gray, CFP®
Integrated Financial Partners
Mike Irvin, CFP®
Irvin Financial Planning
Don Patrick
Integrated Financial Group
Alyson Skodack Burkett, CRPC®, CFP®
21 Goats Financial Planning
Don Patrick, MBA
Integrated Financial Group
Nicholas Rios
Financial Strategies Group
Paul Peeler
Integrated Financial Group
Download Our Introductory Brochure
Becoming a member of Integrated Financial Group gives you autonomy over your business and your future. Download our brochure to learn more about what it means to join our community.