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 accros the country. We will protect our culture at all costs while we will 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
Independence
We always fight for choice and independence. We know ultimate freedom is being a business leader.
The Brain Trust
We know many minds are greater than one, always improving and growing together.
Leadership
We lead by serving, delivering what we promise, making participative, common-sense decisions, and providing clear, frequent, and transparent communications.
Learning & Development
We know success comes from a dedication to a lifetime of learning and development.
Profit
We know profits are the fuel for growth, sustainability, and making a powerful, positive impact for our IFG members, their clients, and our team members.
Integrity
We always conduct ourselves in such a way as to bring honor to our family, clients, associates, team members, friends, and our firm.
The Golden Rule
We treat others the way we want to be treated.
Potential
We are a place where potential is realized.
Service
We deliver more than we promise.
Work & Play
We are a fun place to work, where we work hard and play hard with people we like and who have similar values and beliefs.
IFG Support Team
EXECUTIVE
Land Bridgers
CEO
CEO
CLIENT VISION
Anyone who knows Land Bridgers sees his dedication and passion for helping those around him to achieve their goals and to reach their full potential. Land has been in the financial services industry since 2001 and joined IFG in 2013. Throughout his career, he has helped advisors all over the country with practice management and partnering with them to help them become business owners. It is Land’s greatest joy to see an advisor reach levels of success they never knew existed.
In 2020, Land took over the role of CEO from IFG’s Founder, Don Patrick. Land’s vision, like Don’s, is for IFG to be here in 50 years with a consortium of independent financial advisors impacting clients lives and a culture of caring, sharing, and learning from each other. His goal is to help advisors collaborate, share ideas, and grow their businesses to make a significant impact on clients’ lives.
Land is a native of Atlanta. He graduated from The Lovett School and received a BA in Political Science from Tulane University in New Orleans, where he played baseball for the Green Wave. Currently, Land serves as the Chairman of the Board at Wesleyan School. He is actively involved at Passion City Church and YoungLife/Johns Creek. Land and his wife, Katie, have two teenage daughters and reside in Peachtree Corners.
AREAS OF EXPERTISE
- Organizational Structure
- Business Development
- Practice Management
- Business Planning
- Advisor Coaching & Development
- Vision Casting
EDUCATION/CERTIFICATION
BA in Political Science, Tulane University
EXECUTIVE
Ramey Hensley
Chief of Staff
Chief of Staff
Ramey has worked with Land Bridgers, IFG’s CEO, since 2019. Her day-to-day responsibilities include assisting Land in overseeing IFG and working closely with IFG team members to serve our financial advisors and staff. In addition, Ramey coordinates external communications and assists in planning and executing IFG’s Annual Retreat. Ramey takes great pride in ensuring that IFG’s services are done with excellence and that all IFG members feel integrated into the IFG Family.
Ramey is a native of Atlanta and resides in Woodstock, GA, with her husband, Austin, and their dog, Oreo. When not in the office, she enjoys hiking, reading, watching movies, and traveling to new places with family and friends – and the occasional true crime podcast!
AREAS OF EXPERTISE
Executive Support
Calendar Coordination
Project Management
Financial Reporting and Invoicing
Cross-Department Communication
Client Relations
MS Office Suite
EDUCATION/CERTIFICATION
BBA Management, University of North Georgia
ADVISOR DEVELOPMENT
Don Patrick, MBA
Founder & Chief Strategy Officer
Founder & Chief Strategy Officer
Don brings over four decades of experience advising and coaching individuals, professionals, and businesses in a wide range of financial matters from risk management, investments, and taxes, to general business consulting. As a business consultant to wealth managers, his overriding focus is to help advisors grow their business, run efficient practices, make more money, and have fun.
Under Don’s leadership, Integrated Financial Group has become one of the largest independent financial planning consortiums in Atlanta, with nearly $5.5 billion in brokerage and advisory assets through LPL Financial. With over 90 Consortium Members independently owning firms across 10 states, IFG forms a diverse, experienced and qualified group of professionals who deliver sound financial advice and strategies.
An aeronaut who’s been flying since age 16, Don has logged 12,000 hours mostly in jets for the Air Force and Eastern Airlines. He volunteers for and is an ardent supporter of Angel Flight, a non-profit organization of volunteer pilots who transport individuals with medical and financial needs. Don is also an avid golfer. He and his wife Eve reside in the Atlanta metropolitan area.
Recent successes include:
Author of Keep Your Nest Egg From Cracking (What You Need to Know)
Articles published in The Wall Street Journal, Kiplinger’s Retirement Report, New York Daily News, Journal of Financial Planning, US News and World Report
Our company was ranked 4th Top Small Workplace in Atlanta for 2020 by The Atlanta Journal-Constitution*
EDUCATION/CERTIFICATION
MBA in Finance, University of Southern California
BBA Finance/Economics, Loyola University, Los Angeles
*Nominees selected based on survey of employees measuring qualities such as leadership, compensation and training, workplace flexibility, and diversity.
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ADVISOR DEVELOPMENT
Andrews Browne, MBA
Director of Advisor Development
Director of Advisor Development
As Director of Advisor Development, Andrews helps IFG members achieve their full potential as financial planners and business owners. Andrews also plays an integral part in business development during the mutual selection process by successfully transitioning and integrating new advisors into IFG.
When not working with members of the Brain Trust, Andrews enjoys spending time with his wife while they support their two daughters’ primary pursuit outside of school: soccer. However, since most of his free time is spent on the sidelines of the soccer field or traveling to and from exotic youth soccer destinations (e.g., Irmo, SC), Andrews has struggled to lower his golf handicap.
AREAS OF EXPERTISE
Practice Management
Business Analysis
Strategy and Execution
EDUCATION/CERTIFICATION
BS in Commerce, University of Virginia
ADVISOR DEVELOPMENT
Bonnie Whyte, FPQP®
Executive Assistant to Founder & Chief Strategy Officer
Executive Assistant to Founder & Chief Strategy Officer
Bonnie has been working with Don Patrick, Founder & Chief Strategy Officer of IFG, for over 25 years. Currently working with Don and Andrews Browne, Director of Business Development, she desires to exceed expectations by delivering the best client service possible to their clients and the consortium advisors. She knows her clients well and tries to anticipate each client’s needs, knowing they are real people with families, feelings and goals.
Bonnie and her husband Bill love their kids, grandkids, wine and travel. Married for almost 50 years, they have 2 children and 7 grandchildren. They look forward to wearing themselves out every summer by hosting “Cousin’s Day” when they entertain all the grandkids for a weekend of fun!
When not traveling, they are homebodies, taking care of their yard and enjoying the pool and firepit area with family and friends. In addition, they are involved in volunteer activities with their church. They live in Marietta, GA, with their 2 cats, rescued from New Orleans during Hurricane Katrina, Nola and Bayou.
AREAS OF EXPERTISE
Executive Administrative Assistant
Registered Paraplanner
Excellence in Client Support Service
Consultant for Consortium Admins and Staff
Liaison to Admins, Advisors, Staff and LPL
Facilitating the Best Practices Forum for Admins
EDUCATION/CERTIFICATION
Registered Paraplanner, College for Financial Planning
Outstanding Performance, Sales Assistant Advisory Board, Securities America
Member of Service & Operations Council, LPL Financial
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ADVISOR DEVELOPMENT
Hayes Laughlin
Executive Assistant to Director of Advisor Development
Executive Assistant to Director of Advisor Development
Hayes currently works with Andrews Browne on the Advisor Development team. Day-to-day, he assists Andrews in supporting IFG Advisors and their teams to reach their full potential. This involves two main areas: helping new advisors transition their business when they join IFG and providing ongoing support to existing IFG advisors, whether they need assistance as an advisor or a business owner.
Hayes grew up in Johns Creek, GA, and now lives in Brookhaven with his 4-year-old black lab, Koda. An avid Atlanta sports fan and outdoor enthusiast, Hayes can often be found on the golf course, in a deer stand, watching Georgia Tech Yellow Jackets games, or attending live music events.
AREAS OF EXPERTISE
Practice Management
Business Analysis
MS Office/Excel
Client Relations
EDUCATION/CERTIFICATION
BSBA, Georgia Institute of Technology
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COMPLIANCE
Crystal Epstein, AIF®, IACCP®
Chief Compliance and Risk Officer
Chief Compliance and Risk Officer
As Chief Compliance and Risk Officer, Crystal oversees the department, including advisory operations, trading, processes and procedures, client support, and ensuring IFG complies with all ERISA, FINRA and SEC rules and regulations.
Crystal loves spending time with her son Miles, daughter Mila, and dog Abby outside, playing or going on family hikes. When she does have time to herself, she enjoys hanging out with friends and exploring Georgia or working in her yard.
AREAS OF EXPERTISE
FINRA & SEC rules and regulation
Compliance Supervision
Advisor Support and Operations
Trading
Creating processes and procedures
EDUCATION/CERTIFICATION
BB.A Business Administration/Finance, University of Florida
The Accredited Investment Fiduciary® (AIF®) Designation
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COMPLIANCE
Laurel Resendez
Director of RIA Compliance
Director of RIA Compliance
Laurel works on keeping the Advisory firm and Advisors compliant with SEC Rules and Regulations. She spends time researching current requirements and trends, then establishes procedures and processes from cybersecurity to registrations. In addition, Laurel fields questions from Advisor offices and helps them understand the reasoning behind the requirements and practical ways to handle the regulatory environment.
Laurel has been in the financial services industry for over 25 years and joined IFG in 2017. She has worked for a consulting firm, multiple broker-dealers and investment advisory firms. Laurel lives in Woodstock and has three adult children. Whenever possible, she drags her friends or family to hike, eat out, or visit all things art, music and theatre.
AREAS OF EXPERTISE
SEC Rules and Regulations
Compliance and registration
Advisor support
Policies and Procedures
EDUCATION/CERTIFICATION
BA. Economics & Business Administration, Augustana College, IL
M.B.A, Loyola University Chicago
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COMPLIANCE
Teresa Kihara
Compliance Associate
Compliance Associate
As a Compliance Associate, Teresa Kihara supports internal audits and manages various compliance activities for IFG Advisory’s Registered Investment Advisors (RIAs), ensuring strict adherence to regulatory standards, mitigating risk, and upholding the highest level of integrity in IFG’s operations.
Kihara moved to the U.S. from Kenya in 1998 as an international student, pursuing a degree in Business Management. Her passion for working with young children (ages 3-6) led her to earn a Diploma in Preschool & Kindergarten Management after high school.
In her free time, Kihara enjoys reading, hiking, Pilates, camping, playing tennis or squash, watching soccer (live or on TV), and traveling to new places. She’s a big fan of Turkish shows and movies. Volunteering for medical-related causes is close to her heart, with her favorite being the International Rescue Committee (IRC), a humanitarian aid organization.
AREAS OF EXPERTISE
Access Management
Process Improvement
Investigative Research
EDUCATION/CERTIFICATION
BSBA, Business Management, Coppin State University
Certificate in Paralegal Studies, University of Central Florida
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COMPLIANCE
Zehavit Kaidar-Heafetz
Administrative Assistant to Compliance Department
Administrative Assistant to Compliance Department
Zehavit has worked with the Integrated Financial Group’s “The Brain Trust” department since 2022, processing and auditing financial data, guaranteeing it fulfills both LPL Financial and SEC guidelines. As a member of the IFG’s compliance department, she structures the branch’s communications and ensures operations run smoothly.
Zehavit, married to her husband Ofir, is a mother of three boys. In her spare time, she works to educate and expose others to multicultural cuisines and techniques, hosting dinners and workshops as a former chef and baker. A renowned book fanatic, you can always find her with the latest historical fiction story whenever she’s not volunteering with organizations like Meals by Grace, JF&CS, or organizing service events with Jewish groups.
AREAS OF EXPERTISE
Administrative support
Audit management and organization
Creating frameworks for compliance procedures
EDUCATION/CERTIFICATION
Bachelor’s degree from Ben-Gurion University of the Negev in Education Sciences and Hebrew Literature
Double minors in Gender studies and Folkloristics
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OPERATIONS
Karen Cooke-Thomas
Director of Operations & HR
Director of Operations & HR
Karen started working with IFG advisors in 1998 and formally managed Operations and Human Resources for the Consortium since its inception in 2003. In addition, she runs IFG’s Virtual Assistant Program, which supports advisor members and oversees the firm’s bookkeeping and financials. Her positive, calm approach to IFG’s day-to-day operations makes her an essential part of the Brain Trust.
In addition to her daily functions, she works closely with both Don Patrick and Land Bridgers to establish and maintain open, friendly lines of communication between IFG, advisors, and their assistants. In addition, Karen is in charge of the advisor onboarding process, working closely with new members to set up offices for Housed Advisors, coordinate IT between the firm and LPL Tech Support, manage HR/Payroll and Group Benefits and manage account transactions.
Outside the office, Karen is a passionate volunteer with several nursing homes and community services organizations, the Federal Penitentiary of Atlanta, and the Personal and Religious Liberty Ministries in her church. In addition, she likes to read, travel, and spend quality time with family and friends. Karen and her husband, Charles, were married in 2016.
AREAS OF EXPERTISE
Operations & Human Resources Management
Group Benefits Administration & Management
Bookkeeping & Payroll Management
Administrative Support Management
EDUCATION/CERTIFICATION
Diploma in Human Resource Development
Certificate in Office Administration
BS in Psychology
Specialization: Christian Counseling
Specialization: Crisis Counseling
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OPERATIONS
Laura Stone
Assistant Director of Operations & Director of IFG Annual Retreat
Assistant Director of Operations & Director of IFG Annual Retreat
Laura Stone’s focused, friendly approach keeps daily operations for Housed and Satellite member offices on track. With almost a decade of administrative experience with IFG, Laura’s role as Assistant Director of Operations to Karen Cooke-Thomas places her at the heart of the organization, where she excels at solving problems and supporting the needs of our advisors and their staff. Laura also helps plan the annual IFG Consortium Retreat, where all of our advisors attend a 2-day educational conference.
Laura enjoys reading, listening to music, and spending time with friends and family. She also loves to travel and see the different parts of the world. When she’s home, she loves to relax with her golden retriever, Cooper.
AREAS OF EXPERTISE
Office Operations
Administrative Support
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OPERATIONS
Dana Wilson
Administrative Assistant to Operations
Administrative Assistant to Operations
Dana Wilson is the Client Ambassador and Administrative Assistant for Operations. With a background in communication studies and administrative work experience, Dana helps maintain the professional and welcoming atmosphere of the IFG office by meeting the general needs of clients, advisors, and staff.
Dana is an arts enthusiast who enjoys attending concerts, museums and watching foreign films. Her love for food also inspires her to travel and explore various cultural dishes with friends and family.
AREAS OF EXPERTISE
Warmly greeting clients and guests
Updating and Maintaining Personnel Databases
Operating as a liaison with service vendors for office upkeeping
Serving as a resource for each department
EDUCATION/CERTIFICATION
BM. Violin Performance, Minor in Communication Studies, Andrews University
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OPERATIONS
Patsy Galfas
Associate Internal Accounting
Associate Internal Accounting
Patsy has worked part-time with Integrated Financial Group since 2015. She handles the bookkeeping and invoicing services for ISS, DFA, and IFG and the payout services for IFG Advisory. She also provides bookkeeping services for several other consortium members.
Patsy loves being active and is especially fond of outdoor activities. She has a daughter in Law School at Georgetown and a son finishing up at Georgia Tech. Patsy spends most weekends hiking in the mountains and recently purchased a cabin in the North Georgia mountains.
AREAS OF EXPERTISE
Quickbooks
Administrative & Accounting Tasks
EDUCATION /CERTIFICATION
BS Early Childhood Education, Georgia State University
QuickBook’s Certified ProAdvisor
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OPERATIONS
Ulanda Sutherland
Client Ambassador
Client Ambassador
Ulanda is a seasoned professional with over a decade of combined experience in sales, marketing, human resources, and project management. She takes joy in bridging business objectives with client satisfaction, using her expertise in consumer behavior and strategic solutions to grow and foster long-term partnerships. Her diverse background strengthens her ability to cultivate a collaborative work culture, ensuring support to the Executive Team and Consortium Members in promoting the IFG vision and maintaining its culture while assisting operationally to keep the firm on the cutting edge. Passionate about empowering clients, she prioritizes clear communication, timely solutions, and seamless operations support to enhance the overall client experience.
Ulanda migrated to the United States from Jamaica in 2017 where she spent most of her working years with international giants, Red Stripe, Diageo, and Heineken. With a client-centric mindset, a warm humble approach, and a commitment to excellence, Ulanda’s passion is to consistently deliver outstanding results for both internal and external clients.
Ulanda enjoys spending time with her daughters, serving her church community, watching a good action movie, and sharing moments with other women at her book club.
AREAS OF EXPERTISE
- Administration
- Writing
- Human Resource Management
- Change Management
- Project Management
- Executive Support
EDUCATION/CERTIFICATION
- BSc in HRM
- ASc in Business Administration
- PMI Institute – PMP Certified
VIRTUAL ASSISTANT PROGRAM
Carmen Schuck, FPQP™
Client Service Sr. Team Lead
Client Service Sr. Team Lead
CLIENT VISION
I aim to provide excellent service in a timely manner. I enjoy learning and growing with each new experience. My goal is to alleviate the administrative tasks allowing advisors to focus on servicing their clients.
AREAS OF EXPERTISE
Administrative Support
Project Management
ClientWorks
RedTail
In-house transition specialist
OUTSIDE THE OFFICE
I grew up in Georgia in a house full of Georgia Tech fanatics. I live with my husband, Nick, and our two cats. I enjoy all entertainment, i.e. movies, music, musicals/plays, books, and tv. When I can find the spare time, I also appreciate exercising my more artsy side.
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VIRTUAL ASSISTANT PROGRAM
Greg Cobb
Client Service Team Lead
Client Service Team Lead
CLIENT VISION
Greg is an experienced financial professional and a hospitality enthusiast. By combining his more than 14 years of experience in the financial industry with his original passion for hospitality, Greg provides a concierge-like level of service to all advisors and their clients
AREAS OF EXPERTISE
Administrative & Operational Support
Client Service
Project Management
OUTSIDE THE OFFICE
Greg lives in South Georgia with his wife Ellen, and their son, Leo. Having traveled to over 40 countries, Greg’s passion for exploring new places and experiences stems from his time growing up in Southeast Asia. When he isn’t behind a desk working, you can find him at the local park walking his two golden doodles, Jefferson, and Jules
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VIRTUAL ASSISTANT PROGRAM
Chrystal Blue
Client Service Associate
Client Service Associate
Chrystal strives to provide excellent service in a timely manner. With passion and a desire to learn, her goal is to alleviate advisors’ administrative workloads for them to focus on servicing clients.
Originally from New Jersey, Chrystal migrated to Georgia when she was 17. After graduating with a degree in Business Administration and Behavioral Science, she ended up staying in Georgia and raising a family. She enjoys expressing her creative side through painting and writing. Chrystal’s house is always full of laughter, good food, music, and family.
AREAS OF EXPERTISE
Administrative Support
Project Management
Redtail
Client Works
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VIRTUAL ASSISTANT PROGRAM
Kim Powers
Client Service Associate
Client Service Associate
Kim has been in the virtual program at Integrated Financial Group for 7 years. She assists in all areas of client service and operations. Kim covers many different advisors with helping them get the task done for them to free up their time.
Kim is originally from Ithaca, New York but has been in Florida since 1992. Kim has one son, Jake, who is 18 years old and just graduated Highschool. When not working, you can usually catch her at the beach or playing pickleball.
Kim also had a dog named Ella, who she rescued in 2019.
AREAS OF EXPERTISE
Client Service
Operations
Liaison between clients, advisors and LPL Financial
EDUCATION/CERTIFICATION
A.B.A. Alfred State College
Series 7 License
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VIRTUAL ASSISTANT PROGRAM
Liz Thomas
Client Service Associate
Client Service Associate
CLIENT VISION
Provide excellent service tailored to the specific needs of individual advisors.
AREAS OF EXPERTISE
Customer Service
Advisor Support
ClientWorks
Redtail
OUTSIDE THE OFFICE
I live in the foothills of the Adirondack Mountains in Upstate NY with my husband Chris, our pets & my elderly parents. I’m a mom, MOL & Gigi. Wellness, laughter, learning, and time spent with family & friends are the things that make my life full & joyful.
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VIRTUAL ASSISTANT PROGRAM
Carrie Wilson
Client Service Associate
Client Service Associate
CLIENT VISION
With more than 13 years of experience in the financial industry, Carrie strives to be a valued team member for all advisors and staff she supports. Whether she’s answering a client’s inquiries or placing a trade request for an advisor, her focus is to alleviate the workload for advisors and staff for a more productive environment. Carrie enjoys building relationships with advisors, staff, and clients to create a more streamlined approach to service their needs.
AREAS OF EXPERTISE
Red Tail
Client Works
Administrative Support
EDUCATION
North GA College and State University, Business Management (2009)
Series 7, 63 (held with LPL Financial), and 66 (held with IFG Advisory, LLC) licensed
AWMA® (Accredited Wealth Management Advisor) with College of Financial Planning (2016)
OUTSIDE THE OFFICE
Carrie, her husband, Matt, and daughter, Catie, live in the foothills of the North GA mountains with their two golden retrievers, Daisy and Gus. She enjoys camping, is an avid runner (having participated in 2 marathons), and has recently taken up the sport of mountain biking. Carrie also enjoys growing vegetables in her garden and watching her daughter play soccer.
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VIRTUAL ASSISTANT PROGRAM
Samantha Mitchell
Client Service Associate
Client Service Associate
CLIENT VISION
Samantha prioritizes attention to detail, communication and professional integrity. Her goal is to provide timely, accurate service to all clients and advisors.
AREAS OF EXPERTISE
Client Service
Advisor Support
ClientWorks
RedTail
OUTSIDE THE OFFICE
Located in the outskirts of Atlanta, Samantha enjoys spending time with her husband Zach and their dog Oakley, tending to her many houseplants, and watching the Georgia Bulldawgs playing between the hedges.
Samantha earned a Bachelor of Arts in Criminal Justice with a Minor in Sociology at the University of Georgia.
When not at work, you can usually find her watching a true crime documentary while working on a DIY project.
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VIRTUAL ASSISTANT PROGRAM
Rosa Bonnet
Client Service Associate
Client Service Associate
Rosa strives to provide personalized and efficient services that leave every customer feeling valued. Her goal is to provide seamless, efficient, and proactive administrative support so that advisors can focus on their clients needs and the growth of their practice.
I enjoy reading, watching movies, listening to music, and spending time with friends and family. I also love to travel and learn about different countries, cultures, and food. Volunteering is close to my heart, and I get to serve with my local church regularly.
AREAS OF EXPERTISE
- Administrative & Operational Support
- Relationship Management
- Project Management
- ClientWorks
- Redtail
MARKETING
Jason Bokina
Director of Marketing & Communications
Director of Marketing & Communications
As Director of Marketing and Communications, Jason guides IFG members in “closing the loop” between their Marketing and Sales efforts. His 20+ years in the Financial Services industry and as an accomplished Sales, Marketing and Operations Executive gives him a competitive edge in understanding what it takes to achieve economies of scale both as a leader and a team member. Known by his peers as a super-connector, Jason has a unique ability to quickly build relationships and match the right people with the right opportunities.
After college, Jason pursued successful careers working for both Bank of Montreal and Northwestern Mutual in Chicago. This was followed by the start-up and management of his own investment real estate company, which helped pave the way toward his involvement with Alternative Investments and ultimately, relocating him to Atlanta.
Jason graduated from Purdue University with honors, earning an esteemed degree in Industrial Management. He is married to Tara, and they reside in the Atlanta metropolitan area. Jason enjoys traveling with his family and furry canine companion, Maple.
AREAS OF EXPERTISE
Inbound Marketing
Business Development
Strategic Planning
Operations Management
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MARKETING
Jenni Donovan Rios
Marketing & Content Strategist
Marketing & Content Strategist
Jenni works directly with IFG advisors on their client marketing strategies. She develops and manages daily social media content and maintains digital campaigns to increase website traffic. In addition, Jenni collaborates with the IFG team to research market opportunities, identify new brand strategies, and increase advisor client acquisition and retention.
Originally from Boston, Jenni moved to Fort Lauderdale in the Fall of 2018. She enjoys reading a good book in her free time, spending time at the beach, pilates and yoga, and traveling to new places.
AREAS OF EXPERTISE
Content Creation
Social Media Marketing
Marketing and Brand Strategy
EDUCATION/CERTIFCATION
BA. Communications and Justice Studies, University of New Hampshire
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BUSINESS DEVELOPMENT
Cooper Welch
Business Development Associate
Business Development Associate
As the Business Development Associate, Cooper Welch focuses on expanding IFG’s membership while nurturing and protecting its unique Brain Trust culture. His primary responsibilities include generating leads, managing external relationships, and coordinating introductory meetings for new advisors.
Cooper lives in West Midtown Atlanta with his wife, Alexia. Outside of work, he enjoys live music, athletics, and playing guitar, with the occasional gaming session on a rainy day. Saturdays are often spent playing pickup basketball or attending a local concert, while Sundays find him at Grace Midtown Church, either helping with parking or enjoying the service from the back row.
AREAS OF EXPERTISE
Business Development
Relationship Management
Recruitment
Financial Analysis & Risk Management
EDUCATION/CERTIFCATION
BSBA in Finance, Marketing Certificate, Georgia Institute of Technology
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INVESTMENT SOLUTIONS
Brice Silver
Director of Advisor Solutions
Director of Advisor Solutions
Brice enthusiastically oversees daily operations for IFG’s Investment Solutions Department, an advisor-first team offering products and services that save advisors time and money so they can focus on what matters most: their clients. The team executes trades and assists with investment strategies with exacting accuracy and expertise in analysis. Brice specializes in trading, rebalancing and analytics in addition to project management for his team.
Brice enjoys the outdoors; camping, kayaking, hiking, and sports, but you’ll find him cheering on the UGA Bulldogs on Saturdays. When alone, a good movie or book will entertain Brice for hours, but he prefers the company of his friends and loved ones no matter the occasion.
AREAS OF EXPERTISE
Trading
Customer Service
Implementing and Improving Processes
Long Term Planning and Project Management
EDUCATION/CERTIFICATION
BBA Finance & Management, University of Georgia
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INVESTMENT SOLUTIONS
Juval Pryce
Senior Trading Associate
Senior Trading Associate
Juval handles the majority of the trading in Investment Solutions. In addition, he provides trade analysis and reporting for advisors, giving valuable insight on client accounts.
Juval is an amateur fashion photographer and videographer and has worked for several independent media outlets and a few major media outlets, including VH1 and Ebony Magazine. He loves music, sports, philosophy and traveling with his friends.
AREAS OF EXPERTISE
Trading
Accounting
Customer Service
EDUCATION/CERTIFICATION
AS Accounting, Atlanta Technical College
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INVESTMENT SOLUTIONS
Peyton Prince
Trading Associate
Trading Associate
Peyton has financial, operational and information technology experience. He currently specializes in mutual fund trading, trade analysis and departmental operations.
Peyton loves all things live music, especially music festivals. He loves spending as much time with his friends and family as he can. Peyton is a devout Atlanta sports fan, his favorite team being the Atlanta Braves. He’s also a big lover of board games, or really anything competitive that he can sink his teeth into.
AREAS OF EXPERTISE
Mutual fund trading
Trade Analysis
Departmental Operations
EDUCATION/CERTIFICATION
BBA in Music Business, Business Emphasis, Belmont University
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INVESTMENT SOLUTIONS
Sam Hunt
Trading Administrative Assistant
Trading Administrative Assistant
CLIENT VISION
Sam works in the Investment Solutions Department to assist with tracking trades and reviewing trade requests. He also helps maintain the Department’s organization: focusing on administration, scheduling, correspondence, and a range of other tasks to help keep the gears moving in Investment Solutions.
Sam is an outdoor enthusiast and can be found hiking, playing tennis, and more. He also enjoys exploring new restaurants to sample different cuisines from around the globe.
AREAS OF EXPERTISE
Communication
Administrative Support
EDUCATION/CERTIFICATION
B.A. in Mass Communication, Georgia College & State University
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IFG Advisory Board
Trent Adams, CFP®
Magnolia Financial Group
Andrews Browne, MBA
Integrated Financial Group
Howard Katz, CFP®
Linea Private Wealth
Management
Jerrí Hewett Miller, CFP®, CFDP, RICP, BFA
Wealth Horizon
Shane Gaddy, CFP®
Strong Gaddy Lee Wealth Management Group
Land Bridgers
Integrated Financial Group
David Gaynes, CFP®, ChFC, CFSTM
Gaynes Financial Services
Karen Lee, CFP®, CLU®, ChFC®, MSFS
Karen Lee and Associates
Don Patrick, MBA
Integrated Financial Group
Morris Shank
Morris Shank Wealth Management
Mark Cross, AIF®
Highland Trust Partners
Pat Hinchey, CFP®
Integrated Financial Partners
Rich Lombardi
Integrated Wealth Strategies
Paul Peeler
Integrated Financial Group
Kathy Healy, CFP®, MBA
Healy Wealth Management
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.
