About Us
What We Do
Worrying About The Little Things For You
Welcome to Integrated Financial Group, where our mission is to work with a select number of families who aspire to live their best lives by providing them with personalized financial planning and specialized investment strategies. Our approach, known as “Return On Life,” focuses on understanding your goals and crafting strategies that give you the best chance to pursue them while minimizing risk. We are an "introduction only" firm, meaning that our clients come to us through the recommendations of people who want to help their friends and family work towards financial independence.
About Us
A Team That Understands You
We are driven by the core values of caring for our clients as if they were our own family and consistently doing what we say we are going to do. We take pride in our meticulous attention to detail, allowing you to focus on living your best life without worrying about the little things. As your financial consultants, we are here to assist you in identifying where your family needs support and to guide you through every step of your financial journey. With us, you will find a dedicated partner committed to helping you pursue your goals and feel confident in your financial future.
Team
Kevin Garrett
Founder & Partner
Lesley Hatfield
Partner / Director of Business Development
Support Team
Brice Silver
Director of Advisor Solutions
Carmen Schuck FPQP®
Client Support
Crystal Epstein
Compliance
Dana Wilson
Operations
Greg Cobb
Client Support
Juval Pryce
Senior Trading Associate
Karen Cooke-Thomas
Operations
Laura Stone
Operations
Laurel Resendez
Compliance
Peyton Prince
Trading Associate
Rosa Bonnet
Client Support
Sam Hunt
Trading Administrative Assistant