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Integrated Financial Solutions History

With over three decades of experience in the financial services industry, Integrated Financial Solutions can help.

Our roots run deep with careers started in the insurance industry and education paths centered in holistic planning and putting the client first in all interactions.

A chance to branch out on our own in 2007 was the beginning of Integrated Financial Solutions. Years of serving clients of all ages, with greatly differing situations and goals, enabled us to easily transition to an independent financial planning and investment practice that caters to the needs of individuals, families, and small businesses.

An independent practice allows us to create and execute plans without limitations of products and services associated with a controlled supply of proprietary products offered by a corporate office.

At Integrated Financial Solutions, you can be assured that our solutions will match your needs and help move you toward the goals that matter most to you!

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