IFG LEADERSHIP

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

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

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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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

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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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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Ron promotes the vision, helps maintain the culture, and keeps Integrated Financial Group on the cutting edge with compliance. In addition, he is responsible for the day-to-day supervision of compliance activities and supervision of IFG’s OSJ with LPL Financial.

Ron started his professional career in 1972 as a CPA with one of the “Big Eight” CPA firms of the era. He worked as a Controller, VP of Finance, and CFO for publicly traded Manufacturing companies before moving into the Financial Advice Industry as a Compliance Officer. Ron is a classic film buff and avid reader. He lives with his wife, Angie, in Kennesaw, Georgia. They enjoy snow skiing and wake surfing.

AREAS OF EXPERTISE

Compliance Procedures
Advisor Education and Support
FINRA & SEC rules and regulation
Compliance Audits

EDUCATION/CERTIFICATION

Certified Public Accountant
BS Commerce and Business Administration, University of Alabama
Past President of the North Atlanta Chapter of the Georgia Society of CPAs
Series 7, 24, 31, 66 held with LPL Financial

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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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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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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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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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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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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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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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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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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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PROFESSIONAL BACKGROUND

After college, Alice started her career in the hospitality industry working for various Hilton and Marriott properties throughout Charlotte, NC. She worked her way up from the banquets/events operations team to the sales and catering team working with corporate, social, and wedding events. She has learned a lot throughout the last decade of being in hospitality on working with different personalities and creating meaningful experiences for people. She is excited to join the financial industry and is excited to learn.

EDUCATION

Alice earned a Bachelor of Science in business administration with an emphasis in marketing and a minor in communications at the University of North Carolina at Charlotte.

OUTSIDE THE OFFICE

In her free time, Alice enjoys traveling the world with her family (husband and baby boy), gardening, doing yoga, and spending time with family and friends.

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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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CLIENT VISION

Tom has worked in finance since 2006 and is a returning face to the IFG family, previously working with the firm from 2015 – to 2018. Before IFG, Tom worked virtually and locally with tax debt management offices and financial advisors across the country.

AREAS OF EXPERTISE

FinTech (Financial Information Technology)
Process Management & Problem-Solving

OUTSIDE THE OFFICE

Tom lives in “The Valley” of Southern California with his wife Margaret and their two sons, Henry and Wesley. All avid gamers, you can usually find The Sheeley’s being careful to never mine straight down on their ongoing legendary quest to rescue the Princess that always seems to be waiting for them “in another castle”.

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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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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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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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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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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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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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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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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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