As a financial advisor held to a Fiduciary Standard, the planning process is an important part of what he does. Whether it is retirement planning, educational planning or life planning, Kevin and the team at Integrated Wealth Management work closely with you to build a strategy to help you maintain your current lifestyle and pursue your financial goals into the future.
The success of Craig's financial planning practice is based on establishing clear expectations and consistent communication. He develops a foundation of trust and confidence with each client, while providing professional guidance to meet their financial planning needs. He strives to make sure each client understands the overall strategy in the spirit of achieving financial freedom.
Ryan is a Financial Advisor at Integrated Wealth Management and head of our Financial Planning Team. As a financial advisor, he holds his own clients in his book of business as well as supports all advisors in the team with their clients planning needs. Working in collaboration with the other IWM Advisors, Ryan assists in figuring out where our clients are financially, what their goals are and what journey needs to be followed to pursue their personal life goals.
As a Financial Advisor, Sandy serves as the Client Concierge. Working closely with the IWM team, her goal is to not only provide a financial plan and investment strategy that is aligned with our client’s interests and what’s important to them, but things as simple as recommending a nice place for dinner in our local community or partnering to help them work through some of life’s more challenging times.
Adeline has dual roles at Integrated Wealth Management. She spent the last 3 years leading our operational team, creating processes for office efficiency and providing support to our clients. While she still supports clients operationally, she has since become a Financial Advisor and works closely with the team to support her client's as well as IWM's.
Coming from a long history of customer service and managing businesses in all aspects, Nicole’s passion is people. She has spent the past 15 years dedicated to customer service and managing businesses in all aspects. As the person you will most likely reach when calling into our office, she is happy to find answers to your questions or direct you with the person who can.
Jeremy Olen is the Chief Investment Officer of THE Financial Services NETWORKs Portfolio Consulting Services with more than two decades of experience in financial services. His primary focus is researching models and investment managers, and establishing portfolio strategies for advisors. His goal is to help advisors sift through their many options and build strong portfolio options for their clients.
We are looking for a Client Services Associate to assist our Clients and our Team. If you or someone you know is interested, please reach out to our office.
The Network’s mission is to bring experience, expertise, and passion into partnerships so that advisors can focus on helping clients navigate their path to achieving financial security. Integrated Wealth Management has been a partner office of The Financial Services Network since 2012