FOUNDED
IN 2003
We've been together almost 20 years, and we're just getting started.
WATCH FROM PAST TO PRESENT: A HISTORY OF IFG Play
A Genuine Community
We support our advisors, associates, and staff in all aspects of their lives. What our founding members established in 2003 has grown into a distinctive culture that encourages everyone to collaborate and share ideas.
Today, the Brain Trust represents our advisor members’ wisdom and experience plus the fine-tuned skills and innovation of our staff who support them. This mentality of caring and sharing is transferred throughout the company and fosters a genuine community of professionals.
Our goal is to be a premier destination for independent financial planners nationwide.
A Genuine Community
We support our advisors, associates, and staff in all aspects of their lives. What our founding members established in 2003 has grown into a distinctive culture that encourages everyone to collaborate and share ideas.
Today, the Brain Trust represents our advisor members’ wisdom and experience plus the fine-tuned skills and innovation of our staff who support them. This mentality of caring and sharing is transferred throughout the company and fosters a genuine community of professionals.
Our goal is to be a premier destination for independent financial planners nationwide.
IFG Support Team
EXECUTIVE
ADVISOR DEVELOPMENT
Bonnie Whyte, FPQP®
Executive Assistant to Founder & Chief Strategy Officer
COMPLIANCE
Crystal Epstein, AIF®
Chief Compliance and Risk Officer
Ron Wrenn, CPA
Director of Compliance Operations
Laurel Resendez
Director of RIA Compliance
Zehavit Kaidar-Heafetz
Administrative Assistant
OPERATIONS
Karen Cooke-Thomas
Director of Operations & HR
Laura Stone
Assistant Director of Operations & Director of IFG Annual Retreat
Dana Wilson
Administrative Assistant to Operations
Patsy Galfas
Associate Internal Accounting
Virtual Assistant Program
Carmen Schuck, FPQPTM
Client Service Supervisor – Advisor Support Advocate Program
Kim Powers
Advisor Support Advocate
Carrie Wilson
Client Service Associate
MARKETING
INVESTMENT SOLUTIONS
Brice Silver
Director of Trading & Investment Operations
Juval Pryce
Trading Associate
Peyton Prince
Trading Assistant
Sam Hunt
Trading Administrative Assistant
IFG Advisory Board
IFG’s Advisory Board is comprised of a diverse, representative group of advisor members who meet quarterly with our CEO. We rely on the expertise and perspectives of these board members to help guide us in making decisions that strengthen our business and our culture.
Trent Adams,CFP®
Magnolia Financial Group
Land Bridgers
Integrated Financial Group
Mark Cross, AIF®
Highland Trust Partners
Kim DeProspero, CFP®
Financial Strategies Group
David Gaynes, CFP®, ChFC, CFSTM
Gaynes Financial Services
Pat Hinchey, CFP®
Integrated Financial Partners
Howard Katz, CFP®
Linea Private Wealth Management
Karen Lee, CFP®, CLU®, ChFC®, MSFS
Karen Lee and Associates
Rich Lombardi
Integrated Wealth Strategies
Jerrí Hewett Miller, CFP®, CFDP, RICP, BFA
Wealth Horizon
Don Patrick, MBA
Integrated Financial Group
Paul Peeler
Integrated Financial Group
Shane Gaddy, CFP®
Strong Gaddy Lee Wealth Management Group
Morris Shank
Morris Shank Wealth Management
FOLLOW US
IMPORTANT LINKS
SERVICES
CONTACT INFO
Integrated Financial Group 200 Ashford Center North Suite 400 Atlanta, GA 30338
TOP 25 FIRM
2003-2021
Top Ranked Workplace
2015-2022
Top 25 Firm
2003-2021
TOP RANKED WORKPLACE
2015-2022
Securities and Advisory services offered through LPL Financial, a registered investment adviser. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment adviser or IFG Advisory, LLC, a registered investment adviser. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.