Financial planning should not feel fragmented. Through Integrated Financial Partners, you gain access to a broader network of experienced professionals, strategic partners, and advanced planning specialists working together around one goal: helping you see, organize, and coordinate every part of your financial life. Instead of going to multiple places for different answers, MEET IFP brings the right people and perspectives into one connected planning experience.
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. Read More
Bill’s talent lies in his ability to provide creative solutions to address the wealth accumulation, preservation, retirement, and estate planning needs of business owners and individuals.
Rich’s role is to apply critical thinking skills as the foundation to tackle complex high net worth and business owner situations. By offering creative ideas for investment, estate, and charitable gifting strategies, Rich helps
high-net-worth clients build legacies and create family dynasties.
JD *Licensed, not practicing.
Homer’s unique ability rests in the discovery process. His role is to help successful families and business owners plan for and transition into the next act of their lives. As the coordination expert for clients, Homer works as a steward to guide clients through transitions and brings together a customized expert team dedicated to helping them navigate every step ahead.
Homer Smith is solely an investment advisor representative of Integrated Partners and not affiliated with LPL Financial.
Greg is experienced in building comprehensive financial plans via numerous planning and analytics platforms. He has accumulated significant knowledge with the use of multiple planning software.
Derek’s knowledge of multiple software programs, financial condition modeling, and portfolio analysis provides a valuable resource for financial advisors, professional partners, and their clients.
Angelina utilizes various financial planning and proprietary investment tools, such as eMoney and the Lifetime Income ModelTM, to build financial plans for our advisors and their clients.
Dave Moore provides insurance reviews, designs, and customizes life insurance plans to align with your client’s needs, and provides expert advice on the most appropriate products and carriers. He also works with our partners to ensure the smooth implementation and ongoing management of the insurance plans.
Carolyn coordinates the resources of the Planning Team. She schedules meetings for team members, monitors the Case Design email and manages the Training and Development department.
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