Chief Growth Officer
I support our growth by overseeing recruiting initiatives within our organization. Using my deep bench knowledge of our industry, I apply a consultative approach in assisting advisors in assessing their business model options.
The primary reason I joined Integrated is the vision and culture of the firm, and I enjoy sharing that with prospects. I firmly believe we offer distinct value to advisors along with a strong culture that represents an advisor community.
In particular, Integrated has built an organization that has proven to be agile and can adapt to the ever-changing financial services environment. We are well positioned with our size, scope and resources to continue our very favorable trajectory.
Our success has led to the opening of our West Coast office, which is an exciting next step in our efforts to expand nationally. I feel privileged to be a participant in the growth of our organization.
My professional background includes over 20 years of experience in the financial services industry building relationships with financial advisors, RIAs and broker/dealers.
Rounding out my life involves spending time with my family and taking advantage of the San Diego weather as an avid runner both on the trails and the roads.
The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.
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.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.