People

Integrated Wealth Management advisors' individualized service approach assures that their financial suggestions are designed to meet your specific investment needs and goals.
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VIEW BY:
Location
Role
Group
Brenda Wallace
Chris Risenmay, CFP®
Clark Penney
David Thatcher, CFP®
Lisa Beaty
Marc Koven
Mark Thatcher, CRPC®
Paula Hart
Penny Salamida
Ross Biesinger
Shad Lamm
Cortnie Deakyne
Lee Ellen Walker
Jason Nettleton