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

Land Bridgers

CEO

 

Ramey Morgan

Executive Assistant to CEO

Land Bridgers

CEO

 

Ramey Morgan

Executive Assistant to CEO

ADVISOR DEVELOPMENT

Don Patrick, MBA

Founder & Chief Strategy Officer

Andrews Browne, MBA

Director of Advisor Development

Bonnie Whyte, FPQP®

Executive Assistant to Founder & Chief Strategy Officer

Don Patrick, MBA

Founder & Chief Strategy Officer

Andrews Browne, MBA

Director of 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

Crystal Epstein, AIF®

Chief Compliance and Risk Officer

Ron Wrenn, CPA

Director of Compliance Operations

Laurel Resendez

Director of RIA Compliance

OPERATIONS

Karen Cooke-Thomas

Director of Operations & HR

Eve Patrick

Finance Department Liaison & Events Manager

Laura Stone

Assistant Director of Operations & Director of IFG Annual Retreat

Patsy Galfas

Associate Internal Accounting

Carmen Schuck, FPQP®

Client Service Supervisor – Advisor Support Advocate Program

Kim Powers

Advisor Support Advocate

Dana Wilson

Administrative Assistant to Operations

Karen Cooke-Thomas

Director of Operations & HR

Eve Patrick

Finance Department Liaison & Events Manager

Laura Stone

Assistant Director of Operations & Director of IFG Annual Retreat

Patsy Galfas

Associate Internal Accounting

Carmen Schuck, FPQP®

Client Service Supervisor – Advisor Support Advocate Program

Kim Powers

Advisor Support Advocate

Dana Wilson

Administrative Assistant to Operations

MARKETING

Heather Hawthorne

Director of Marketing

 

Alyssa Alves

Marketing Associate

Jen Albers

Virtual Marketing Assistant

Jenni Donovan Rios

Virtual Marketing Assistant

Heather Hawthorne

Director of Marketing

 

Alyssa Alves

Marketing Associate

Jen Albers

Virtual Marketing Assistant

Jenni Donovan Rios

Virtual Marketing Assistant

INVESTMENT SOLUTIONS

Brice Silver

Director of Trading & Investment Operations

Juval Pryce

Trading Associate

Peyton Prince

Trading Assistant

Brice Silver

Director of Trading & Investment Operations

Juval Pryce

Trading Associate

Peyton Prince

Trading 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

TOP 25 FIRM
2004-2020

Top Ranked Workplace
2015-2021

Top 25 Firm
2004-2020

TOP RANKED WORKPLACE
2015-2021

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment advisor or IFG Advisory, LLC, a registered investment advisor. 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.