About   •   Team

Meet your team

We’re here to support you. We’re here to make your life easier.

At Integrated Family Office, we focus on the human side of planning and investing to make a meaningful difference in your life. Our deep bench of industry leading specialists will work on your behalf to prioritize your goals, values, and mission.

Our team has done it all. From connecting an award-winning dollhouse architect with an ultra-wealthy family to design and oversee the construction of a birthday present for a 6-year-old to helping extract an ultra-wealthy family member from a natural disaster zone. There are no limits to the expertise Integrated Family Office is here to deliver.

We are in your corner, ready to pivot should family, political or tax changes arise. Our relentless focus and deliberate conversations regarding your family’s vision will lead to continuous evolution.

Business Growth Consultant
CBEC®, CFA®, CFP®, EA
With over 30 years of industry experience, my role is to provide private wealth planning for executives, entrepreneurs, families, and business owners.
My mission is to serve as a knowledgeable financial resource and provide a safe and candid place for you to think differently and more expansively about your personal and professional life.
Using my years of experience in banking, corporate finance, tax-aware investments, and risk management allows me to engage with you realistically and practically. I begin by creating a personal “story-arch” to determine where you have been, what resources you have at your disposal, and how, through qualitive and quantitative planning, you seek to capitalize on your options to better realize your personal vision of success.

Advanced Planning
CFS, CBEC®
As a member of the Integrated Family Office team, my role is to facilitate the design, product selection and implementation of financial plans that aim to provide families with generational lifetime income.
My mission is to deliver creative solutions to address the wealth accumulation, preservation, retirement and estate planning needs of business owners and individuals.
After over three decades with Integrated, I’ve had extensive involvement in many planning and implementation discussions which gives me a deep knowledge base to serve as a go-to resource for your evolving needs.

Advanced Planning Specialist
With over 20 years of experience in the financial services industry, my role is to work collaboratively with the case design and development team.
My mission is to bring my vast knowledge of eMoney and the Lifetime Income ModelTM software programs, financial condition modeling, and portfolio analysis to serve as a valuable guide and resource for our family office clients.

Wealth Advisor
A wealth advisor at Konvergent Wealth Partners, Eric specializes in providing comprehensive financial planning and investment management services to individuals, families and business owners.
Eric’s mission is simple: To have a meaningful impact on his clients’ financial lives by giving them confidence that someone trustworthy is in their corner at every stage of life.
Eric uses a combination of experience, technology, and a disciplined, process-driven approach to remove uncertainty from his clients’ financial lives. With a deep commitment to service and support, he uses critical listening and problem-solving skills to understand his clients, obtaining a clear understanding of their “why”, their goals and their vision for personal success.

Portfolio Manager & Equity Analyst
CFA®
I support our growth by helping advisors deliver in–depth analysis on target exposures, and fund due diligence to provide the personalization clients deserve.
Our success gives me the opportunity to work with some of the smartest people in the industry that work hard, have fun, and share the same philosophies on investing.

Advanced Planning Specialist
In my role, I leverage over a decade of experience in comprehensive financial planning for high-net-worth individuals and business owners to serve as a specialist in digital Advanced Financial Planning.
My mission is to create a dynamic and interactive client experience through live modeling.
I began working with digital financial planning platforms in 2007 and I have worked within the hedge fund industry, RIA, insurance planning and comprehensive financial planning fields throughout the years.

Director, Support
My role is to ensure that all the pieces of the puzzle come together in a clear and consistent manner by managing the day-to-day operations of the Integrated Family Office.
My mission is to support our team members in the most efficient way possible, so they are always ready and available to proactively support our family office clients.
My background spans many of our firm’s hyper growth years where I was able to launch various initiatives and special projects.

Portfolio Manager
CFA®
JD holds an undergrad degree in Finance and an MBA with a concentration in Finance from Wright State University. He holds both the CFA Charter and Chartered Market Technician (CMT) designations. He spent time at UBS, Morgan Stanley, and as a research analyst before starting Aptus. With experience in developing systematic strategies, he saw the opportunity to help navigate the current environment with efficiencies found in the ETF structure.
He lives in L.A. (of course that means Lower Alabama) in Fairhope with his wife Mallory and their 4 kids (JJ, Luke, Mims, & Silas).

Portfolio Manager
CFA®
I support our growth with the motto: simple beats complex. The financial world is massive and the communication to the average investor is overwhelming with decisions and temptations to chase the next hot thing.
Our success allows me to collaborate in the creation of an investment package that truly benefits the investor. By delivering a portfolio that provides adequate returns, we compound capital without the behavioral nightmare associated with knee-jerk reactions injected into most financial plans, specifically during the ugly periods.

Client Service Manager
As a Client Service Manager with over ten years of customer service experience, Mary is committed to helping others in any way she can. Tenacious and enthusiastic, she strives to help her clients maneuver through life’s financial complexities. Her role ensures a strong relationship between client and advisor that supports the goals of everyone involved. Mary is a graduate of Washington State University and enjoys spending time with her husband and their future Cougar.