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.
Since joining the IWM team in 2014, Sandy has gone on to specialize in working with individuals to help them aggregate their financial lives beyond investment management. Working closely with the IWM team, her goal is to not only provide a financial plan and investment strategy that is aligned with her 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.
Competence, character, and compassion describe Adeline's approach to managing her client's assets. As a Financial Advisor held to a fiduciary standard, she is dedicated to providing goal-based asset management, tax minimization strategies, as well as retirement and real estate planning. She strives to make sure her clients are securing all they have earned, especially during times of uncertainty, and takes into account all of life's variables to help create a plan that will lead her clients to living a more confident life.
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. She started her career with us in 2016 and has since transitioned to managing Operations for IWM.
Emily Brillo provides operational support to IWM's clients and Advisors with over 11 years of dedicated service within the financial Industry.
If you have an interest in joining our team, please reach out to us!
Lori is the first person you will see when walking in to our office, and often the first person to answer the phone when you call. With 15 years of customer service experience, Lori can answer any of your questions or direct you to the person who can.