I support our growth by enabling our advisors to do what they do best (spending time with their clients) and helping them attain their goals. Specifically, this is done through case prep, software support and case design.
My professional background began my career as an advisor before moving to a home office role working as a member of the Financial Planning/Sales Support team prior to coming to IFP in 2004. My time working with clients as an advisor helped me to realize how important the role is, and to treat our advisors as my ‘clients’.
Our success means that our collective success is my success… I am frequently thanked by our advisors for the work that I do for them, the timely manner in which I do it and that my work enables them to better serve their client’s needs.
Rounding out my life… My wife, Shannon, and I love the outdoors and in 2006 chose to move where we planned to someday retire. We now have two boys and spend much of our free time biking, skiing, hiking and swimming with them.
Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC.., and investment advisor representatives of Integrated Wealth Concepts; or (2) solely investment advisor representatives of Integrated Wealth Concepts, and not affiliated with LPL Financial. Investment advice offered through Integrated Wealth Concepts, a registered investment advisor. Integrated Wealth Concepts and Integrated Partners are separate entities from LPL Financial.
InTouch Innovations and LPL Financial are separate entities.
CRPC conferred by College for Financial Planning.
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