Our Mission, Our Values, Your team

I leverage my operational expertise to optimize processes, ensuring our models are executed with efficiency and cost-effectiveness. This meticulous approach results in exceptional service and support for you and paves the way for outstanding offerings.

With over 30 years of experience, I specialize in the design, implementation, and management of sophisticated life insurance portfolios. My mission is to deliver cutting-edge insurance solutions to safeguard your wealth and legacy that are perfectly aligned with your family values, desires, and goals.

I use my passion and fascination with capital markets to create portfolios that support your journey across the wealth spectrum. I firmly believe that identifying the end objectives of your needs, circumstances, and what drives you, is the cornerstone of investing and portfolio construction.

I have over 10 years of experience building comprehensive financial plans for high-net- worth individuals and business owners. I accumulated significant knowledge with the use of the planning software, eMoney. Through live modeling, I help to create an interactive and memorable client experience.

My area of expertise lies in working with business owners and Fortune 500 executives to build comprehensive strategies to support their most sophisticated circumstances. By offering creative ideas for investment, estate planning, and charitable giving, I help high-net-worth clients build legacies and create family dynasties.

I create content that enlightens and entertains our client community. Through blogs, videos, and podcasts, I love to help our advisors educate and inform about the ever-changing financial planning industry. For more than 20 years, I wrote and produced content at various wealth management media outlets, including InvestmentNews where I was honored with 15 ASPBE awards for digital content creation. I also produced a documentary on impact investing that debuted at the United Nations.

With more than 20 years of industry experience, I work with our advisors to clearly articulate their service offerings, educate their community, and piece together marketing strategies that showcase their value. I accomplish this by creating and designing full-service marketing programs so our advisors and the clients they work with can thrive. Through our industry-leading InTouch Marketing Model, my team and I launch insightful content each month so you can stay ahead of the curve.

Working in the financial industry since 1988, I currently serve as the Chief Compliance Officer at Integrated. My multifaceted role encompasses regulatory compliance, financial controls, daily operations, and information technology management. Beyond my regulatory expertise, I contribute valuable operational insights to the firm. I excel at optimizing processes, enhancing communication channels, and devising innovative solutions to overcome the inherent challenges of building a robust financial organization.

As our resident technologist, my priority is to proactively remedy technical issues before they arise, solving issues as they pop-up, and also implementing points of innovation that the ever-changing technology landscape can provide. I specialize in tailoring our technology offerings to adapt to advisors' specific needs.

I revolutionized the advisory space by developing systematic strategies and leveraging the efficiency of ETF structures. My specialization is centered on minimizing behavioral inefficiencies and maximizing investor outcomes. I received an undergraduate degree in finance and an MBA with a concentration in finance from Wright State University. I leveraged my vast education to refine my skills as a research analyst at UBS and Morgan Stanley. With experience in developing systematic strategies, I saw the opportunity to help navigate the current environment with efficiencies found in the ETF structure.

I am a founding member of Integrated Partners (Integrated) and developed our industry-recognized alliance program, a dynamic co-source model that partners financial advisors with CPAs, Attorneys, and Property & Casualty professionals. Today, over 200 professionals nationwide are successfully partnering with our firm.

I serve as our go-to resource for marketing materials review, complex inquiries, and routine compliance requirements. I ensure the timely fulfillment of our regulatory obligations, keeping our firm compliant and streamlining our processes so GCA advisors can focus on you, and your financial well-being.