Our Team

Brice enthusiastically oversees daily operations for IFG’s Investment Solutions Department, an advisor-first team offering products and services that save advisors time and money so they can focus on what matters most: their clients. The team executes trades and assists with investment strategies with exacting accuracy and expertise in analysis. Brice specializes in trading, rebalancing and analytics in addition to project management for his team.

Brice enjoys the outdoors; camping, kayaking, hiking, and sports, but you’ll find him cheering on the UGA Bulldogs on Saturdays. When alone, a good movie or book will entertain Brice for hours, but he prefers the company of his friends and loved ones no matter the occasion.

AREAS OF EXPERTISE

• Trading
• Customer Service
• Implementing and Improving Processes
• Long Term Planning and Project Management

EDUCATION/CERTIFICATION

• BBA Finance & Management, University of Georgia

Lesley Hatfield is a Partner in the firm as well as its Director of Business Development. Her responsibilities include working with the firm’s strategic partners, clients and prospects. Her role is to educate others about the value of long-term financial planning and the importance of a solid, diversified investment strategy. Additionally, she works with our existing clients to ensure that each client’s experience is the best it can be.
Lesley is a shining example of the Entrepreneurial Spirit. As a Business Strategist & Coach she has created multiple businesses in a variety of industries. Sharing her experience and expertise as a guest lecturer for university level business programs, Lesley enlightens students about the advantages of working for themselves. She has a passion for building a strong community of successful business people.

As the Founder and CEO of a nationally licensed company that produced moisture-wicking sleepwear for woman, she has been featured in media outlets such as O: The Oprah Magazine, The Atlanta Business Chronicle, Entrepreneur Magazine, Body Magazine, Ladies Who Launch, Health Magazine, Pregnancy Magazine, The View, CNBC, The Atlanta Journal and Constitution and The Today Show.

Holding dual degrees from Miami University, Oxford, Ohio in Exercise Physiology and Sports Management, Lesley created a wellness consulting group targeting Fortune 500 companies, which promoted health and fitness in corporate America. Prior to that, she had a personal training business and built a large client base of both non-professional and professional athletes including Olympians.

Lesley is very active at the community level, serving on the board of the Fiesta Run for ALS Research at Emory University. She is also a member of several charitable and business groups in the North Fulton area.
Any chance Lesley gets, she is outside. Running, hiking, riding her bike or working in the yard are all sources of relaxation and fun for her. She and her partner in business and in life, Kevin Garrett, are the parents of 3 great kids, Lauren, Kevin and Jack, who keep her moving with sports and music lessons and science projects in the driveway. When she slows down Lesley enjoys yoga, photography, and experimenting with cooking with her family, friends and a nice glass of wine.

Karen started working with IFG advisors in 1998 and formally managed Operations and Human Resources for the Consortium since its inception in 2003. In addition, she runs IFG’s Virtual Assistant Program, which supports advisor members and oversees the firm’s bookkeeping and financials. Her positive, calm approach to IFG’s day-to-day operations makes her an essential part of the Brain Trust.

In addition to her daily functions, she works closely with both Don Patrick and Land Bridgers to establish and maintain open, friendly lines of communication between IFG, advisors, and their assistants. In addition, Karen is in charge of the advisor onboarding process, working closely with new members to set up offices for Housed Advisors, coordinate IT between the firm and LPL Tech Support, manage HR/Payroll and Group Benefits and manage account transactions.

Outside the office, Karen is a passionate volunteer with several nursing homes and community services organizations, the Federal Penitentiary of Atlanta, and the Personal and Religious Liberty Ministries in her church. In addition, she likes to read, travel, and spend quality time with family and friends. Karen and her husband, Charles, were married in 2016.

AREAS OF EXPERTISE

• Operations & Human Resources Management
• Group Benefits Administration & Management
• Bookkeeping & Payroll Management
• Administrative Support Management

EDUCATION/CERTIFICATION

• Diploma in Human Resource Development
• Certificate in Office Administration
• BS in Psychology
  • Specialization: Christian Counseling
  • Specialization: Crisis Counseling

As Chief Compliance and Risk Officer, Crystal oversees the department, including advisory operations, trading, processes and procedures, client support, and ensuring IFG complies with all ERISA, FINRA and SEC rules and regulations.

Crystal loves spending time with her son Miles, daughter Mila, and dog Abby outside, playing or going on family hikes. When she does have time to herself, she enjoys hanging out with friends and exploring Georgia or working in her yard.

AREAS OF EXPERTISE

• FINRA & SEC rules and regulation
• Compliance Supervision
• Advisor Support and Operations
• Trading
• Creating processes and procedures

EDUCATION/CERTIFICATION

• BB.A Business Administration/Finance, University of Florida
• The Accredited Investment Fiduciary® (AIF®) Designation

CLIENT VISION

I want to deliver superior client service and to give clients the same type of service that I would expect to receive. Mediocrity should never be the standard.

AREAS OF EXPERTISE

• Operations
• Advisor Administrative Support
• Client Service

OUTSIDE THE OFFICE

I live in Acworth with my husband Ron and a Yorkie mix named Laci. I enjoy cooking new recipes that I find on Pinterest and then testing them on family and friends. I’m very active in my church, and I thoroughly enjoy spending time with my children and grandchildren.

Heather Hawthorne has been putting words in people’s mouths for years. This cheeky, presumptive talent led Heather to launch her own business – wordSTUDIO – in January 2011. She subsequently uncovered a niche writing tight, original copy for clients in the financial planning, executive leadership, personal wellness, and technology industries in Metro Atlanta.

In October 2018, Heather was hired as the Director of Marketing for Integrated Financial Group (IFG), having proven her command of branding, copywriting, and content marketing for independent financial planners. In January 2019, Heather launched the STUDiO at IFG, a boutique marketing firm working exclusively with IFG’s advisor members to define, refine and grow their businesses. Heather and her team work together to foster IFG’s culture, spearhead marketing initiatives, and manage its brand.

People say Heather can choose words that describe things perfectly; insiders call her wordsmithery ‘pixie dust’. She advocates for excellence, working closely with advisors to distinguish their brands with engaging content that drives growth.

When she’s not working or wrangling her teenagers, you can find Heather out exploring Atlanta’s jazz scene and hanging with friends. Proudly Canadian and soulfully Southern, Heather’s other loves include wine, kindness, the Lowcountry, Jack Russells, thrift stores, and people who think for themselves.

AREAS OF EXPERTISE

• Brand Development
• Content Marketing
• Copywriting
• Graphic Design

EDUCATION/CERTIFICATION

• BA. Journalism and Mass Communications, Advertising, University of South Carolina

Alyssa joined Integrated Financial Group as part of the STUDiO. She specializes in video production and copywriting. Her day-to-day responsibilities include graphic design for various projects, social media management and assisting advisors in creating and maintaining their brands.

Alyssa loves traveling, especially to visit Destin, Florida. Some of her favorite things include writing, exploring Atlanta and spending time with family and friends. In addition, she is a sports fanatic and loves cheering on her alma mater, the Georgia Bulldogs, the New York Jets, and the New York Yankees.

AREAS OF EXPERTISE

• Marketing
• Copywriting
• Brandings
• Video Production

EDUCATION/CERTIFICATION

• BA. Journalism, Minor in Portuguese, University of Georgia
• MS Sport Management and Policy, University of Georgia

Juval handles the majority of the trading in Investment Solutions. In addition, he provides trade analysis and reporting for advisors, giving valuable insight on client accounts.

Juval is an amateur fashion photographer and videographer and has worked for several independent media outlets and a few major media outlets, including VH1 and Ebony Magazine. He loves music, sports, philosophy and traveling with his friends.

AREAS OF EXPERTISE

• Trading
• Accounting
• Customer Service

EDUCATION/CERTIFICATION

• AS Accounting, Atlanta Technical College