Class of 2024
CLASS OF 2024 TO OUR TO OUR CLASS OF 2024 E lit E A dvisors
Office Location Honolulu, HI
Years in Business 16
Nick Abbott
One-Million Dollar Club First-Time Qualifier
Professional Designations AIF & AAMS
Spouse Janean
With IFG Since 2023
Business Mix
70% RIA/Advisory
20% Insurance/Annuities
10% Alternatives
Education
University of Hawaii - BA, Business Finance
Children Nash & Noah
2024 Accomplishments
Finished the move to IFG from Cetera. Added two new advisors to our team. Opened a new office.
Previous Broker/Dealer Cetera Advisors
Goals for 2025
Open one additional office on Kaua’i Island and an office in Reno, Nevada.
Your Favorite Piece of Business or Life Advice “Doubt kills more dreams than failure ever will” -unknown
Office Location
Kyle Addington
One-Million Dollar Club Five-Time Qualifier
With IFG Since 2016
Business Mix
90% Fee Advisory
10% Annuity/Insurance
Education
University of North Texas - BA, Strategic Management
2024 Accomplishments
Best production year
Goals for 2025
Make Elite Advisors, Cowboys win NFC, shoot in the 60’s again
Your Favorite Piece of Business or Life Advice
Innovation distinguishes between a leader and a follower
Previous Broker/Dealer
Office Location
Van Alstyne, TX
Sean Agahi
Two-Time Qualifier
Years in Business
30
Children
Landon (28) Darius (15) & Daxton (13)
With IFG Since 2015
Business Mix
90% Advisory
Education Chabot College - Economics
2024 Accomplishments
Made new AUM high for company.
Goals for 2025
Reach new AUM mark. Began building a new family home.
Your Favorite Piece of Business or Life Advice
Always do the right thing for your client and the business will thrive. Previous Broker/Dealer
Office Location
Annapolis, MD
Ryan Ansted
One-Million Dollar Club Seven-Time Qualifier
Previous Broker/Dealer SII Investments
Years in Business 25
Professional Designations CRPC
With IFG Since 2018
Spouse Jaime Business Mix
80% Fee-Based
20% Annuities
Education University of Maryland - BA
Children Brendan, Kaila & Alexander
Your Favorite Piece of Business or Life Advice Listen more than you speak.
Ian Arrowsmith
Jammie Avila
One-Million Dollar Club Three-Time Qualifier
With IFG Since 2021 Children Jace, Alexis, Mya & Ashton
Business Mix
50% Insurance
50% Securities
Education UNLV - Doctorate
Previous Broker/Dealer Kalos Capital
2024 Accomplishments
Record production in 2024 over 100 million in new assets
Goals for 2025
Working on infrastructure in our company to become more efficient
Office Location
Southlake, TX
Kirk Badii
One-Million Dollar Club Four-Time Qualifier
Professional Designations CEPA
Years in Business 14
With IFG Since 2020
Business Mix
100% Fee Based
Education
NC State University - Undergrad
Pepperdine University - MBA, Finance
Spouse Heather
Children
Hudson & Harper
2024 Accomplishments
Bought a ski home in Park City, joined a Florida golf club, grew my business, and improved my game.
Goals for 2025
Achieve a single-digit handicap, grow my business, foster relationships, and on board new clients.
Previous Broker/Dealer
UBS Private Wealth Management
Your Favorite Piece of Business or Life Advice
Run your own race, and treat others as you want to be treated.
Office Location
San Diego, CA
Kevin Barrett
One-Million Dollar Club
Three-Time Qualifier
Professional Designations CPA, CFP®
Years in Business
24
With IFG Since 2004
Business Mix
50% AUM
50% Commission
Education
University of San Diego- BA, Accounting
2024 Accomplishments
Income goals met, Swim / Run goals met
Goals for 2025
Do more of what blows my hair back.
Your Favorite Piece of Business or Life Advice Never let success get to your head nor failure to your heart.
Office Location
Oshkosh, WI
Nick Behnke
One-Million Dollar Club
Three-Time Qualifier
Spouse Jennifer
Years in Business
25
With IFG Since 2021
Business Mix
60% Commission
25% VA
10% Trail
5% Alternatives
Education
University of Wisconsin Oshkosh- BS, Geography
Children
Brett, Anthony & Maximus
Previous Broker/Dealer Woodbury
2024 Accomplishments
Exceeded $1,500,000 in revenue for the first time. 50% growth. Doubled assets in 2 years.
Goals for 2025
Continued growth. Find a licensed assistant.
Your Favorite Piece of Business or Life Advice
Get up and go to work. Everyday.
With IFG Since 2022
Gary Benson
One-Million Dollar Club
Second-Time Qualifier
Business Mix
Financial Planning Fee Based Equities, Fixed Income, Annuities, Insurance, Alternatives
Education
Cal State Northridge- BS, Business
2024 Accomplishments
Completed 1st year of sale of practice.
Goals for 2025
Work less and travel more.
Your Favorite Piece of Business or Life Advice
Doing financial planning and changing the lives of clients.
Office Location
San Ramon, CA
Dustin Blodgett
Two-Million Dollar Club
Second-Time Qualifier
Professional Designations CFP®, CIMA
Years in Business
12
With IFG Since 2023
Business Mix Advisory
Education
Brigham Young University- BS
Spouse Moriah
Children Kennedy, McKinley, Lincoln, London & Sydney
2024 Accomplishments
Time off, a new hire, and my first hole-in-one!
Goals for 2025
Moving my office, mentoring a new hire, more travel, and finally doing some marketing!
Previous Broker/Dealer Arkadios
Your Favorite Piece of Business or Life Advice
The most important work you will ever do will be within the walls of your own home.
Business Mix
75% Recurring Revenue
25% Commission
100% Clients
Education
Peter Blok
2024 Accomplishments 1st time Elite Advisors Qualifier
Education
Blake Bonner
Office Location
Carlsbad, CA
Pat Brennan
Two-Million Dollar Club
Twenty-Time Qualifier
Spouse Erin
Years in Business
24
With IFG Since 2003
Business Mix
60% Managed Money
30% VA’s
10% DPP’s
Education Pepperdine University - Masters, Business
Children
Danny (28) & Molly (25)
2024 Accomplishments
Daughter, Molly, got married at St. Edward’s Church in Dana Point, CA in July.
Goals for 2025
My son, Danny, will be married in Italy late August.
Your Favorite Piece of Business or Life Advice Don’t major in minor things.
Previous Broker/Dealer
Sentra Securities
Carlton
With IFG Since 2013 Children Quinn (16)
Business Mix
Managed $, Annuities, Alts, 401k, Life Insurance and 529
Education University of Wisconsin-Madison - BA, Sociology
2024 Accomplishments
Elite Advisor, 5 Star Wealth Manager. Raised a 16 year old Daughter :-)
Office Location
Rockville, MD
James Chang
One-Million Dollar Club
Thirteen-Time Qualifier
Professional Designations
CFP®, CRC, CLU
Years in Business
23
Spouse Caroline
With IFG Since 2012
Children Lucas & Justin Business Mix
Annuity, UIT, Income Notes, Life Insurance, Mutual Funds.
Education PhD
Previous Broker/Dealer
Ameritas Investment Corporation
2024 Accomplishments
New investment money: $32M vs. $21M in 2023.
Goals for 2025 New investment money: $36M.
Your Favorite Piece of Business or Life Advice
Work smart & efficient. Provide advice best for client needs.
Office Location
San Clemente, CA
Kelly Clyde Five-Time Qualifier
Professional Designations CFP®
Years in Business
21
With IFG Since 2009
Business Mix
Advisory, Alts/1031s, Structured Products & Life Insurance
Education
UC Santa Barbara- BA, Business Economics
Spouse
Lindsey
Children Walker, Wyatt & Cameron
2024 Accomplishments
Increased advisory revenue by 42% and welcomed our 3rd child to the family.
Goals for 2025
Acquire one or more tax practices this year.
Previous Broker/Dealer
MCL Financial Group
Your Favorite Piece of Business or Life Advice
Do a better job than expected and your services will always be in demand.
Office Location
Tustin, CA
Years in Business
37
With IFG Since 2010
Cindy Couyoumjian
Three-Million Dollar Club
Fifteen-Time Qualifier
Previous Broker/Dealer First Allied
Professional Designations CFP®
Spouse Harry Business Mix
Alternative, Passive, and Tactical
Children Kobe & Claire
Education BS, Marketing
Your Favorite Piece of Business or Life Advice Persevere, work hard, and stay positive.
Office Location
San Diego, CA
Ari Crandall
One-Million Dollar Club
Eight-Time Qualifier
Professional Designations CFP®, EA
Years in Business
25
With IFG Since 2004
Business Mix
Mostly Fee Based AUM, some Annuities and Life Insurance.
Education
SDSU - BA, Financial Services
Spouse Devra
Children Jake & Gavin
2024 Accomplishments
Worked less. Traveled more.
Goals for 2025 Work less. Travel more.
Previous Broker/Dealer HTK
Your Favorite Piece of Business or Life Advice I’ve never met someone who regretted going on vacation. Life is short, book the trips.
Office Location
Buffalo, MN
Years in Business 11
Daniel Dougherty
One-Million Dollar Club Five-Time Qualifier
Children
Alba, Kieran & Michael
With IFG Since 2015
Business Mix
90% Fee
10% Commission
Education
Minnesota State University, Mankato - BS, Finance
2024 Accomplishments
Hired a new Registered Assistant that is a great fit
Goals for 2025
Make the most out of life. Travel and see friends and family!
Your Favorite Piece of Business or Life Advice
Live each day, week, month or year like it could be your last.
Dillon Dougherty
Office Location
Bethesda, MD
Ittai Dvir
One-Million Dollar Club
Eleven-Time Qualifier
Professional Designations
CFP®
Years in Business
20
With IFG Since 2011
Business Mix
Wealth Management, Asset Management
Spouse
Karri
Children
Noa & Ethan
2024 Accomplishments
Built a website
Education Towson University - BS, Finance
Goals for 2025 Continue to expand
Previous Broker/Dealer Pacific West
Your Favorite Piece of Business or Life Advice
If it’s right and all opposes it, it’s still right. If it’s wrong and all agrees, it’s still wrong
Office Location
Carlsbad, CA
Mark Ealy
One-Million Dollar Club Five-Time Qualifier
Professional Designations
CPA, CFP®, RICP, PPC
Years in Business
22
With IFG Since 2009
Business Mix
Fee Based with Dimensional Funds, Annuities, Alternatives and Structured Products
Education
University of Detroit- BS, Accounting and Business
Spouse
Rebecca
Children
Chad, Erin, Allison, Madison, Maegan & Gabby
Previous Broker/Dealer Woodbury Financial
2024 Accomplishments
Continued client and asset growth
Goals for 2025
Provide continued excellent service to our clients.
Your Favorite Piece of Business or Life Advice Service above self.
Office Location
Torrance, CA
Eng
One-Million Dollar Club
Four-Time Qualifier
Education
UNC-Chapel Hill - Masters, Finance
Years in Business 20
With IFG Since 2020
Business Mix
Fixed Income, Mutual Funds, Alternative Investments, and Structured Products.
Previous Broker/Dealer LPL
Goals for 2025 To stay healthy.
Your Favorite Piece of Business or Life Advice Treat clients like family members.
Office Location
San Diego, CA
Rod Evans
With IFG Since 2021
Business Mix
AUM, Life & Annuity, Estate Planning, Financial Plans
Professional Designations
Education
SDSU - BS, Business, Real Estate Finance
Children Tyler & Tate
2024 Accomplishments
One of best years ever & played almost 100 rounds of golf 3rd year in a row.
Goals for 2025
Seven figures GDC(at least), ski Zermatt, Switzerland & St. Moritz.
Previous Broker/Dealer HTK
Your Favorite Piece of Business or Life Advice Live an extraordinary life daily.
Office Location
Sarasota, FL
Christopher Gleason
One-Million Dollar Club Three-Time Qualifier
With IFG Since 2021
Previous Broker/Dealer Cetera Advisors
Office Location
Annapolis, MD
Joshua Goldsmith
One-Million Dollar Club Seven-Time Qualifier
Previous Broker/Dealer SII Investments
Years in Business 20
With IFG Since 2018
Business Mix
Hybrid, AUM, and Commissions
Professional Designations CFP®, CRPC
Spouse Amy
Children Mae & Vivian
Education Undergrad
Office Location
Brentwood, TN
Marcus Henderson
One-Million Dollar Club
Second-Time Qualifier
Professional Designations
LUTCF, RFP, AIF, MRFC
Years in Business
36
With IFG Since 2022
Business Mix
Practice Focus: Wealth Management
40% Annuities,
40% Managed Accounts
20% People Products
Education
Tennessee State University - BS, Economics
Spouse Yolanda
Children Mikala, Malik, Marcus Jr., Shifra & Mystique
2024 Accomplishments
Respectful balance between the profession and the personal endeavors.
Goals for 2025
Continue to hover above the practice; allow it to grow organically.
Previous Broker/Dealer
Royal Alliance
Your Favorite Piece of Business or Life Advice
Success is not to be pursued; it is to be attracted by the person you become.
Office Location
Annapolis, MD
David Herman
One-Million Dollar Club Seven-Time Qualifier
Previous Broker/Dealer SII Investments
Years in Business 22
With IFG Since 2018
Business Mix Advisory
Professional Designations
CRPC, CCPS
Spouse Erika
Children Madeline & Grace
Education Temple University & Eastern New Mexico University
Your Favorite Piece of Business or Life Advice Don’t live someone else’s life
With IFG Since 2021
Rachel Hoang
Two-Million Dollar Club Four-Time Qualifier
2024 Accomplishments Green belt from the Machida Karate Academy.
Business Mix TAMP, Annuities, Life Insurance, Long-Term Care
Goals for 2025 Master a new language.
Education College for Financial Planning - Masters, Personal Financial Planning
Your Favorite Piece of Business or Life Advice
If you want to live a happy life, tie it to a goal, not to people or things. -Albert Einstein
Previous
Office Location
Roseburg, OR
Joel Hooper
One-Million Dollar Club Four-Time Qualifier
Spouse Theresa
Years in Business 29
With IFG Since 2017
Business Mix
85% Advisory
15% Brokerage/Insurance
Education Pierce Jr. College - Associates, Wild Life Management
Children Kati, Mary & Natalie
2024 Accomplishments
Completed my business succession plan. Succeeded AUM goal.
Goals for 2025
Increase AUM for 15%. Complete 3-5 yr plan of sale of business.
Your Favorite Piece of Business or Life Advice Work hard and be nice to people. Never give up!
Previous Broker/Dealer LPL
Office Location
Flagstaff, AZ
Mary Huntley
Three-Million Dollar Club
Seven-Time Qualifier
Professional Designations
CFP®
Years in Business
23
With IFG Since 2014
Business Mix
AUM, Scant Annuities, 7702
Children Tanner (10) & Elaina (7)
2024 Accomplishments
Bought and renovated a historic house in downtown Flagstaff to make home for Flagstaff Cambium.
Goals for 2025 Refine and redefine the objectives of Cambium.
Education William Jewell College- BS, Biology
Your Favorite Piece of Business or Life Advice Seek first to understand, then to be understood.
Previous Broker/Dealer
Royal Alliance
Office Location
San Diego, CA
Michael Hyat
One-Million Dollar Club
Twenty-Time Qualifier
Professional Designations CFP®
Years in Business
20+
With IFG Since 2004
Business Mix
85% Advisory
10% Annuities
5% Life Insurance
Education
SDSU - BS, Finance
Previous Broker/Dealer
Sentra Securities
Spouse Desirae
Children Sasha & Skylar
2024 Accomplishments
Enjoyed my best year in the business
Goals for 2025
Staying healthy and spending more time with friends and family.
Your Favorite Piece of Business or Life Advice What happens is not as important as how you react to what happens.
Office Location
Augusta, GA
Kathy Keadle
Two-Million Dollar Club
Nine-Time Qualifier
Professional Designations
CFED
Years in Business
20
With IFG Since 2015
Business Mix
80% Managed Money
10% Alternatives
10% Annuities
Education
University of Georgia - BS, Speech Communications
Spouse
Russ
Children
Austin & Nolan
2024 Accomplishments
Hired 3 junior advisors, survived a hurricane, and launched our Tax Prep company.
Goals for 2025
Secure a second corporate relationship and streamline operational procedures for continued success.
Previous Broker/Dealer
Securities America
Your Favorite Piece of Business or Life Advice
A problem grows with time. Set deadlines, focus on the core issue, and take action.
Office Location
Costa Mesa, CA
Diane Kimbro
Six-Time Qualifier
Professional Designations
TGPC, AIF, CEBS
Years in Business
37
With IFG Since 2010
Spouse Eric
Children Emily & Evan
Business Mix
Qualified Plans/Life Insurance
2024 Accomplishments
Grew biz in revenue and staff, had two grandsons!
Education Cal State Long Beach- BS, Business
Goals for 2025 Grow Biz, have more grandkids and fun!
Previous Broker/Dealer
AFA
Your Favorite Piece of Business or Life Advice Keep it Simple.
Office
Kyle Kirwan
One-Million Dollar Club
Three-Time Qualifier
Professional Designations
With IFG Since 2021
Business Mix Insurance, Annuities & Securities
2024 Accomplishments
Having a record year without record stress.
Education UNLV
Previous Broker/Dealer
Goals for 2025 Getting son into the business.
With IFG Since 2004
Josh Koehnen
Two-Million Dollar Club
Fifteen-Time Qualifier
Children
Kaylie, Ella & Avery
Business Mix
85% Managed Money
10% Insurance/Annuities
5% Alternatives
Education
SDSU - Masters, Finance & Tax Planning
2024 Accomplishments
Surpassed $500 million of firm AUM. Enhanced my advanced estate planning/life insurance knowledge.
Previous Broker/Dealer QA3 Financial
Goals for 2025
Transition our service advisors to lead review meetings. More quality time with family.
Your
Embrace the uncomfortable and never stop learning.
Office Location
Rockwall, TX
Michael Kolacz
First-Time Qualifier
Spouse Lisa
With IFG Since 2023
Business Mix
50% Annuities
10% Life
20% Mutual Funds
20% Advisory
Education
Southern Methodist University - Financial Planning Certificate
Previous Broker/Dealer
International Assets Advisory
Professional Designations
CEP, CWS, LUTCF, RFC
Children Jared
2024 Accomplishments
Our best year in the business.
Goals for 2025
At least a 25% increase in business and get in better shape.
Your Favorite Piece of Business or Life Advice Partner with a CPA, office with them if you can.
(36), Alexandra (34), Mason (34), Dillon (32) & Keneddy (26)
Office Location
Richmond, VA
Rich Krafcik
One-Million Dollar Club
Four-Time Qualifier
Spouse
Patricia
Years in Business
18
With IFG Since 2017
Business Mix
85% Managed Money
15% Other
Education
Virginia Commonwealth University - BS, Finance, summa cum laude
University of Florida - Masters, Business Administration
Previous Broker/Dealer
National Planning Corporation
Children
Isabella, Alissa & Stella
2024 Accomplishments
Staying grateful while doing meaningful work for high quality people.
Goals for 2025
Grow our team and help those around me to thrive.
Your Favorite Piece of Business or Life Advice
Treat people right, deliver on promises, sleep well, cheer for the success of others.
Suzy Lawrence
With IFG Since 2024 2024 Accomplishments Successful Transition
Business Mix
Covered
Office Location
Pleasanton, CA
John Lee
One-Million Dollar Club
Nineteen-Time Qualifier
Seven-Time IFG Advisor of the Year
Professional Designations
CFP®, CLU, CPA/PFS
Years in Business
27
With IFG Since 2005
Business Mix
Mutual Funds, ETFs, Annuities, Structured Products
Spouse
Caroline
Children
Edmund & Jaclyn
2024 Accomplishments
Able to slow down and work three days a week.
Education
Golden Gate University - Masters, Taxation
Goals for 2025
Visit more new places.
Previous Broker/Dealer
National Planning Corporation
Your Favorite Piece of Business or Life Advice
Do the best for the clients. Money and happiness will come along with that.
Office Location
Seattle, WA
Josh Lee
One-Million Dollar Club Five-Time Qualifier
Spouse
Soora
Years in Business
20+
With IFG Since 2008
Business Mix
Advisory Business, Structured products, Annuity, Insurance.
Education University of Washington- BA, Business Management & Architecture
Children Jadon
2024 Accomplishments
Skiing a black diamond with my son.
Goals for 2025
Stay healthy- mentally and physically.
Your Favorite Piece of Business or Life Advice
Always expect the unexpected. Always appreciate and be thankful.
Previous Broker/Dealer Pruco Securities
Office Location
San Diego, CA
Marc Lord
First-Time Qualifier
Professional Designations
CFA, CFP®, EA
With IFG Since 2013
Business Mix
Investment Advisory, Retirement, Estate, and Tax Planning
Education
SDSU - BS, Finance
Previous Broker/Dealer
Hornor, Townsend, & Kent
2024 Accomplishments
Passed level III of the CFA program, and earned my CFA. First time qualifier for Elite Advisor
Goals for 2025
Qualify for Elite Advisor again. Travel and college tours with my kids.
Your Favorite Piece of Business or Life Advice Work hard, play hard.
Office Location
Santa Barbara, CA
Matthew Lum
First-Time Qualifier
Professional Designations
CFP®, CFS
Years in
39
With IFG Since 2021
Business Mix
Wealth Management
Education
UC Santa Barbara- BA, Business/Econ
Children
Nic, Hunter & Trevor
2024 Accomplishments
Ate 2 large pizzas in one sitting.
Goals for 2025
Forget how to get to my office.
Your Favorite Piece of Business or Life Advice
Nothing matters except love.
Previous Broker/Dealer Girard
Years
With IFG Since 2021
Daniel Mann
One-Million Dollar Club Three-Time Qualifier
Business Mix
50% Securities
50% Insurance
Education
University of Utah - Finance
2024 Accomplishments
Personal and business production record.
Previous Broker/Dealer
Goals for 2025 Repeat 2024.
Your Favorite Piece of Business or Life Advice Do what is right and learn from your mistakes.
Office Location
The Woodlands, TX
John Mata
One-Million Dollar Club
First-Time Qualifier
With IFG Since 2021
Bryan Mazza
First-Time Qualifier
Business Mix
70% Advisory
30% Brokerage/Insurance
Education
University of Washington - BA, Psychology
2024 Accomplishments
Client segmentation, service models, acquisition pitch book, hired intern, gross revenue of $1M.
Goals for 2025
Complete rehab of knee replacement, lose 30 pounds, acquire a practice, gross revenue to $1.2M.
Your Favorite Piece of Business or Life Advice
Complete the four quadrant process - like, good at, don’t like, not good at - update annually. Previous Broker/Dealer
With IFG Since 2022
Gregory Meyer
One-Million Dollar Club First-Time Qualifier
Professional Designations
Business Mix
Comprehensive Planning, Managed Accounts at Assetmark, Annuities and Insurance
Education
UC Riverside- BA, Political Science/ Administrative Studies
Children Aliza, Ephraim & Kayla
2024 Accomplishments
Reached goal of total revenue. Bought another advisors practice.
Goals for 2025
Reach total revenue goal, Grow practice, find a junior associate, increase AUM.
Previous Broker/Dealer NPB Financial Group
Your Favorite Piece of Business or Life Advice
Do the best you can, don’t dwell on the past, everything’s going to work out.
Office Location
Glenview, IL
Deepen Modi
Three-Time Qualifier
Previous Broker/Dealer Bear Stearns
Years in Business
30
With IFG Since 2015
Business Mix
Managed Money, Alternatives, Structured Product, Insurance/Annuities
Education
University of Illinois at Urbana-Champaign- BS, Electrical Engineering
Loyola University - Masters, Finance
Spouse Ketki
Children Roshan & Sahil
2024 Accomplishments
Hit my goals by making EAC conference again.
Goals for 2025 Growing at 20%/year.
Office Location
San Diego, CA
Art Molloy
Two-Million Dollar Club Twenty-Time Qualifier
Professional Designations CFA, CFP®, CMT
Years
With IFG Since 2003
Business Mix
85% Advisory
5% Annuities
5% Alternatives
5% Other
Education
Some college
Previous Broker/Dealer Sentra Securities
Children Jason, Tiffany & Mike
2024 Accomplishments
Dana and I got married!
Goals for 2025
Enjoy family, travel to new places, and increase philanthropic giving.
Your
Office Location
Carlsbad, CA
Kelly Morris
Spouse
Matthew
Years in Business
23
With IFG Since 2015
Business Mix
Managed Accounts, Annuities and Insurance
Children
Brandon, Mcclain, Kendall, Claire & Eden
Education BYU - English
Previous Broker/Dealer LPL
2024 Accomplishments
Purchased a super outdated home in Colorado and completed a full renovation and remained married.
Goals for 2025
Try to figure out how to live in three locations and maintain my practice at its current level.
Your Favorite Piece of Business or Life Advice
If you can be anything, be kind.
Office Location
Henderson, NV
Anthony Napolitano
Two-Million Dollar Club
Three-Time Qualifier
Spouse Susie
Years in Business
19
With IFG Since 2021
Business Mix
AUM, Brokerage, Annuity, Life Insurance
Children
Frankie, Donnie, Tony & Lucy
2024 Accomplishments
Assets Raised $43,376,655.
Goals for 2025 Assets raise goal $50,000,000.
Education High School
Previous Broker/Dealer CLTC
Your Favorite Piece of Business or Life Advice
Never mix business with pleasure…unless you own a taco stand. Then, go wild.
Office
Two-Million Dollar Club
Twelve-Time Qualifier
With IFG Since 2005
Business Mix
Structured Products, Annuities, Advisory, Alternative and Insurance
Education BA, Finance & Marketing
Previous Broker/Dealer National Planning Corporation
2024 Accomplishments
Made record year on gross production, IFG Elite Advisor - Two Million Dollar Club Member
Goals for 2025 Stay healthy, stay active. To help.
Your Favorite Piece of Business or Life Advice Believe
With IFG Since 2014
Denis Obrien
Two-Time Qualifier
Business Mix 90% Fees
10% Commission
Education
Binghamton University - MBA, Finance
2024 Accomplishments
New record for assets and revenues.
Goals for 2025
Your Favorite Piece of Business or Life Advice Don’t sweat the small stuff......
Previous Broker/Dealer Raymond James
Greg O'Donnell
Office Location
Annapolis, MD
Greg Ostrowski
One-Million Dollar Club Seven-Time Qualifier
Previous Broker/Dealer SII Investments
Years in Business 23
With IFG Since 2018
Business Mix
90% Fee-Based 10% Annuity
Education Villanova University - BS
Professional Designations CFP®, CRPC, BFA
Spouse Sabrina
Children Patrick (14), Evangline (12), Everett (10) & Amelia (7)
Your Favorite Piece of Business or Life Advice
“In my family and friends I have discovered treasure more valuable than gold.” - Jimmy Buffett
Office Location
Scottsdale, AZ
Amrish Patel
Two-Million Dollar Club Six-Time Qualifier
Spouse
Beena - Pharmacist
Years in Business
23
With IFG Since 2018
Business Mix
Comprehensive Wealth Management for Professionals, Physicians, and Business Owners.
Education
Lamar University- Masters, Engineering - Operations Research, CAD/CAM.
Children
Nisarg - OMF surgeon; Harvard/UCSF
Malhar - EECS UC Berkeley
2024 Accomplishments
Established Unique Value Propositions for our clients.
Goals for 2025
Standardize, Simplify, and Automate the business processes to support growth.
Your Favorite Piece of Business or Life Advice Be Good, Do Good
Previous Broker/Dealer
Mass Mutual
Office Location
Bellingham, WA
JD Phillips
One-Million Dollar Club Ten-Time Qualifier
Previous Broker/Dealer 1717 Capital Management
Years in Business
37
With IFG Since 2008
Business Mix
Investment Planning and Employee Benefits
Education
Western WA University - BA, Business
Spouse Shellie
Children Jackson (Hannah, Burke, Stetson), Davis (Laura) & Dawson
Your Favorite Piece of Business or Life Advice Romans 15:13
Office Location
San Juan Capistrano, CA
Peter Prescott
One-Million Dollar Club
Fifteen-Time Qualifier
Spouse Margie
Years in Business
28
With IFG Since 2010
Business Mix
CPA 56%
IFG 37%
Direct Insurance 7%
Education
UC Berkeley - BS, Business Administration
Golden Gate University - Masters in Taxation
Children
Kyle, Grant & Peter
2024 Accomplishments
Historically best year ever for IFG and CPA practice. Grant Prescott transitioning in as owner. Purchased and integrated a LPL book. Lot’s of personal travel in quest of completing bucket list items. Third grand son arrived!
Goals for 2025
Fine tuning and reducing client list for profitability and firm fit. Finding new CPA to manage CPA practice and junior financial advisor. Consolidating advisory management approach for scale and efficiencies. Work less, play more!
Your Favorite Piece of Business or Life Advice
Remember to listen more and talk less. Let people know you care.
Professional Designations
Jon Sanchez
Office Location
San Juan Capistrano, CA
Chad Schiel
First-Time Qualifier
Spouse Lauren
Years in Business
15
With IFG Since 2012
Business Mix
80% Advisory
10% Annuity
5% Life Insurance
5% Other
Education Regis University, Denver CO - MBA, Finance and Accounting
Children
Madeleine (13), Ethan (10) & Benjamin (9)
2024 Accomplishments
My wife and I led a small missions team to Santa Rosa, Ecuador.
Goals for 2025
Find a second ministry location in Panama that is in need of similar support.
Your Favorite Piece of Business or Life Advice
Gratitude turns what we have into enough.
Previous Broker/Dealer
Edward Jones
Office Location
Honolulu, HI
Jason Segawa
First-Time Qualifier
Professional Designations
CFP®
Years in Business
16
With IFG Since 2013
Business Mix
Wealth Management
Education
University of Hawaii, Manoa - BS, Finance
Spouse
Julie
Children
Nicholas & Emi
2024 Accomplishments
Formed our private family foundation serving youth sports/young adult professional development.
Goals for 2025
Develop and grow with an existing CPA tax preparing practice. Adopt/utilize CRM more effectively.
Previous Broker/Dealer
Transamerica
Your Favorite Piece of Business or Life Advice “Mākaukau”, hawaiian to “be prepared, ready, able, and competent for what’s ahead.”
Office Location
Delafield, WI
Jeff Senglaub
Three-Million Dollar Club Five-Time Qualifier
Education Bryant and Stratton - Associate’s degree, Marketing
Years in Business
45
With IFG Since 2020
Business Mix
Fee-Based, Alternative Investments, and Life Insurance
Previous Broker/Dealer Sagepoint
Spouse Debra
Children Christy, Jessie, Adam (son-in-law) & Charlotte (granddaughter)
Office Location
Delafield, WI
Jim Senglaub
Five-Time Qualifier
Previous Broker/Dealer Sagepoint
Years in Business
39
With IFG Since 2020
Business Mix
Alts / Annuity / Life / Equity / 401(k)
Spouse Peggy
2024 Accomplishments
Internal team restructuring, positioning for major growth in 2025.
Goals for 2025
Increase GDC by > 50%.
Education BS
Your Favorite Piece of Business or Life Advice
Remember what it’s all for.
Office Location
Delafield, WI
Mike Senglaub
Two-Time Qualifier
Previous Broker/Dealer Sagepoint
Years in Business
7
With IFG Since 2019
Business Mix
25% Alts
25% Annuities
25% Equities
25% Life
Education Bachelors
Spouse Elizabeth
Children Fulton, Joan, Maria Faustina, Peregrine, Lawrence, Chiara
Your Favorite Piece of Business or Life Advice The world offers you comfort, but you were not made for comfort, you were made for greatness.
Office Location
Honolulu , HI
Herb Shiraishi
Three-Million Dollar Club
Eight-Time Qualifier
One-Time IFG Advisor of the Year
Spouse Georgi
Years in Business
30+
With IFG Since 2016
Business Mix
50% Life Insurance
25% Annuities
25% Advisory
Education
University of Hawaii at Manoa- BS, Business Administration
Children Anne, James & Daniel
2024 Accomplishments
I was able to overcome the loss of my dad and still continue business.
Goals for 2025
To do the best we can in all things, professionally and personally.
Your Favorite Piece of Business or Life Advice
Be conscious to be respectful.
Previous Broker/Dealer United Planners
With IFG Since 2005
Brian Solomon
Business Mix
70% Advisory
15% Annuities and Life Insurance
15% Alts
Education
University of San Diego- BA, Business Finance
2024 Accomplishments
We added an Advisor who is also an EA and we now provide tax service. Another year of 20% growth.
Goals for 2025
Continue to grow at 20% plus! Travel more!
Your Favorite Piece of Business or Life Advice
If you work hard, you will be amazed how lucky you get! Previous Broker/Dealer
Office Location
Annapolis, MD
Jay Sprinkel
One-Million Dollar Club
Seven-Time Qualifier
Previous Broker/Dealer SII Investments
Years in Business 24
With IFG Since 2018
Business Mix
Fee-Based
Education
John Kerr Elementary class of 1990
Professional Designations CRPC
Spouse Katharine
Children
Ava, Emerson, Declan, Finlay, Silas & Poppy
Office Location
Poway, CA
Years in Business
29
With IFG Since 2011
Larry Steckler
Two-Million Dollar Club
Twelve-Time Qualifier
Professional Designations CFP®
Business Mix
70% Managed Money
25% Annuities/Insurance
5% Alternatives
Education
SDSU - MBA, Tax/Finance
Previous Broker/Dealer
QA3 Financial
Children
Darrel/Erica (Savannah/Barrett GK), Traci/ Peter (GB 2/25), Kelli/Max
2024 Accomplishments
Completed rebranding as Blue Sky Capital Consultants Group
Goals for 2025
Continue shift to fee based model
Your Favorite Piece of Business or Life Advice “Let Them”
Steve Sutley
One-Million Dollar Club Sixteen-Time Qualifier
Office Location
Annapolis, MD
Jonathan Szostek
One-Million Dollar Club Six-Time Qualifier
Professional Designations CFP®, CRPC, AIF, RICP, ChFEBC
Years in Business 19
With IFG Since 2018
Business Mix
Managed Money, Annuities, Insurance.
Spouse Aliyah
Children Wrenleigh
2024 Accomplishments Best year yet.
Education Towson University- BS, Finance
Goals for 2025 Make America healthy again.
Previous Broker/Dealer SII Investments
Your Favorite Piece of Business or Life Advice Enjoy the ride.
Office Location
San Gabriel, CA
Joyce Thomas
Five-Million Dollar Club
Ten-Time Qualifier
Four-Time IFG Advisor of the Year
Previous Broker/Dealer
Voya Financial Advisors, Inc.
Years in Business
25
With IFG Since 2015
Business Mix
Retirement Planning, Advisory and Investment Services, Life Insurance
Education Masters
Children
Elizabeth Min
2024 Accomplishments
Maintained strong relationships with clients, received more client referrals.
Goals for 2025
Continue to provide excellent service to clients, improve my business, travel, give to charity.
Your Favorite Piece of Business or Life Advice Health, Wealth, and Happiness.
Office Location
Los Angeles, CA
Jacob Tujian
One-Million Dollar Club Five-Time Qualifier
Professional Designations
UCLA PFP
Years in Business
31
With IFG Since 2007
Business Mix
Managed Money, DAFs, ILIT/Insurance, 1031 Exchanges into DST’s, Mutual Funds and Variable Annuities
Education
Wharton School of Business- BS, Economics
Spouse Tamar
Children
Arsen (24), Alec (22) & Ari (19)
Previous Broker/Dealer
Sentra Securities
2024 Accomplishments
Grateful to be able to continue balancing family, work, and community.
Goals for 2025
Continue on-boarding the next generation. Continue helping our clients in various ways.
Your Favorite Piece of Business or Life Advice
Age gracefully and keep balance in your life - family, faith and work. Be grateful for all we have!
Office Location
Dallas, TX
Years in Business
44
With IFG Since 2012
Jerry Tuma
One-Million Dollar Club
Eight-Time Qualifier
Previous Broker/Dealer
Cambridge Legacy
Professional Designations CFP®
Spouse Ramona
Business Mix
30% Alternatives
70% Managed Money
Education College for Financial Planning - Masters, Financial Planning
Children Hannah & Sam
Goals for 2025
Expand our radio show into podcasts nationwide
Office Location
San Clemente, CA
Chris Vizzi
One-Million Dollar Club
Twelve-Time Qualifier
Professional Designations CFP®
Years
With IFG Since 2009
Business Mix
50% Managed
10% Annuity & Insurance
40% Alternatives
Education
University of California, Santa Barbara- BA, Economics & Accounting
Children Calle, Cruz, Campbell & Coco
2024 Accomplishments
InvestmentNews Advisor of the Year, Alternative Investments.
Goals for 2025
Continue to incorporate more technology into the office and expand through acquisition.
Previous Broker/Dealer MCL Financial
Your Favorite Piece of Business or Life Advice
You reap what you sow.
Office Location
Annapolis, MD
Shawn Walker
One-Million Dollar Club
Seven-Time Qualifier
Professional Designations CFP®, CRPC
Years in Business
25
With IFG Since 2018
Business Mix
95% Fee Based
5% Annuities
Education UMBC- BA, Economics
Previous Broker/Dealer SII Investments
Spouse Amy
Children Luke, Alex & Gwen
2024 Accomplishments Have a good time!
Goals for 2025 Have a good time!
Charles Wareham
Two-Million Dollar Club
Office Location
Sacramento, CA
Bryan Wertzer
One-Million Dollar Club
Sixteen-Time Qualifier
Professional Designations AIF
Years in Business
32
With IFG Since 2009
Business Mix
90% Managed Money
10% Direct Business
Education
California State University, Sacramento- BA, Government
Spouse Jennifer
Children
Aidan (19) & Blake (13)
2024 Accomplishments
Successfully completed the transition and integration of new clients from an acquisition.
Goals for 2025
Continue to grow revenue by increasing efficiencies. Stay healthy! More work life balance!
Previous Broker/Dealer
Financial Network
Your Favorite Piece of Business or Life Advice
Don’t be afraid to embrace change! In business “if it isn’t broken, fix it anyway.”
Dean Wilson
Frank Wong
Seven-Time Qualifier
Office Location
San Diego, CA
Jay Wurtzler
One-Million Dollar Club
Twenty-Time Qualifier
Professional Designations CFP®, CDFA
Years in Business
37
With IFG Since 2003
Business Mix
85% Fee Based
15% Mixed
Education
Xavier University- BA, Business and Finance
Spouse Erica
Children Blake & Morgan
2024 Accomplishments
First visit to Paris and incredible cruise from Quebec to Boston in the fall with best of friends.
Goals for 2025
Continue the path to a healthy future for my family and closer relationship to God.
Previous Broker/Dealer
Sentra Securities
Your Favorite Piece of Business or Life Advice
You cant experience the next chapter in life if you keep re-reading the last one.
NICK ABBOTT
+1 808-445-9965 1240 Ala Moana Blvd Suite 530 Honolulu, HI 96814
KYLE ADDINGTON
+1 602-441-9441
15561 W Piccadilly Rd Goodyear, AZ 85395
Elite Advisors Contact L ist
KIRK BADII
+1 310-846-8362
550 Reserve Street Suite 250
Southlake, TX 76092
KEVIN BARRETT
+1 858-793-0513
12526 High Bluft Dr. Suite 300
San Diego, CA 92130
SEAN AGAHI
+1 925-244-6604 14333 Fm 121-12 Van Alstyne, TX 75495
RYAN ANSTED*
+1 410-573-5700
1906 Towne Centre Blvd Suite 260
Annapolis, MD 21401
IAN ARROWSMITH*
+1 410-573-5700
1906 Towne Centre Blvd Suite 260 Annapolis, MD 21401
JAMMIE AVILA
+1 702-353-2454
1368 Paseo Verde Pkwy Ste 100 Henderson, NV 89012
NICK BEHNKE
+1 920-233-7400
805 N. Main St Oshkosh, WI 54901
GARY BENSON
+1 818-990-9777
6345 Balboa Blvd Building 1 Encino, CA 91316
DUSTIN BLODGETT
+1 925-362-9571
2001 Crow Canyon Rd Suite 150 San Ramon, CA 94583
PETER BLOK
+1 484-234-3300
243 W. Lincoln Hwy Exton, PA 19341
* NOT ATTENDING
BLAKE BONNER +1 806-418-2352
7629 Hillside Rd Suite 100 Amarillo, TX 79109
PAT BRENNAN
+1 858-552-6960
12680 High Bluff Drive #250 San Diego, CA 92130
STEVE CARLTON +1 952-844-0039
7825 Washington Ave. S. Suite 410 Bloomington, MN 55439
JAMES CHANG*
+1 240-479-2688
15245 Shady Grove Rd Suite 310 Rockville, MD 20850
KELLY CLYDE
+1 805-895-4878
1520 North El Camino Real Unit 1 San Clemente, CA 92672
CINDY COUYOUMJIAN*
+1 714-210-0549
15145 Woodlawn Ave Suite 100 Tustin, CA 92780
ARI CRANDALL
+1 858-668-0776
12531 High Bluff Drive #110
San Diego, CA 92075
DANIEL DOUGHERTY*
+1 651-400-1692
103 Marty Dr Suite 101 Buffalo, MN 55313
DILLON DOUGHERTY*
+1 651-400-1922
103 Marty Dr Suite 101 Buffalo, MN 55313
ITTAI DVIR
+1 301-779-5801
909 Rose Ave #4 North Bethesda, MD 20852
MARK EALY
+1 760-994-4037
2035 Corte Del Nogal Suite 150 Carlsbad, CA 92011
JAY ENG
+1 310-529-1359
25500 Hawthorne Blvd. Suite #1250
Torrance, CA 90505
ROD EVANS*
+1 858-202-7243
6265 Greenwich Dr. Suite 125 San Diego, CA 92122
CHRISTOPHER GLEASON*
+1 203-262-6280
3827 Camino Real Sarasota, FL 34239
JOSHUA GOLDSMITH*
+1 410-573-5700
1906 Towne Centre Blvd Suite 260 Annapolis, MD 21401
MARCUS HENDERSON
+1 615-386-9141
5409 Maryland Way Suite 300 Brentwood, TN 37027
DAVID HERMAN*
+1 410-573-5700
1906 Towne Centre Blvd Suite 260 Annapolis, MD 21401
RACHEL HOANG
+1 310-706-4033
1500 Rosecrans Ave Suite 500
Manhattan Beach, CA 90266
JOEL HOOPER
+1 541-440-6868
2192 NE Stephens St. Roseburg, OR 97470
MARY HUNTLEY
+1 928-567-9512
320 W Cherry Street Flagstaff, AZ 86001
MICHAEL HYAT
+1 858-676-3322
12730 High Bluff Drive Suite #120 San Diego, CA 92130
KATHY KEADLE
+1 866-678-3770
3714 Executive Center Dr Martinez, GA 30907
DIANE KIMBRO +1 949-556-9772
940 South Coast Drive
Costa Mesa, CA 92626
KYLE KIRWAN
+1 702-878-4742
1368 Paseo Verde Pkwy Ste 100 Henderson, NV 89012
JOSH KOEHNEN
+1 619-501-1184
12531 High Bluff Drive Suite 110
San Diego, CA 92130
MICHAEL KOLACZ
+1 972-771-9411
2600 Ridge Rd Rockwall, TX 75087
Elite Advisors Contact L ist
MARC LORD
+1 619-996-3144
3636 Camino del Rio North Suite 170 San Diego, CA 92108
MATTHEW LUM
+1 805-451-3699
929 Santa Barbara Street Santa Barbara, CA 93101
RICH KRAFCIK
+1 804-272-8272
9011 Arboretum Parkway Suite 180 Richmond, VA 23236
SUZY LAWRENCE
+1 818-486-5799
155 North Lake Avenue #866 Pasadena, CA 91101
JOHN LEE
+1 925-225-3688
4305 Hacienda Dr Pleasanton, CA 94588
JOSH LEE*
+1 206-525-1212
155 NE 100th St Suite 403 Seattle, WA 98125
DANIEL MANN
+1 702-878-4742 1368 Paseo Verde Pkwy. Suite 100 Henderson, NV 89012
JOHN MATA*
+1 281-255-0033 21 Waterway Avenue #300 The Woodlands, TX 77380
BRYAN MAZZA
+1 206-623-0588
7785 Sunset Highway Suite 251
Mercer Island, WA 98040
GREGORY MEYER
+1 818-990-9777
6345 Balboa Blvd. Building 1 Encino, CA 91316
* NOT ATTENDING
DEEPEN MODI
+1 312-320-0988
2700 Patriot Blvd Ste 250 Glenview, IL 60062
ART MOLLOY
+1 858-552-6960
12680 High Bluff Drive #250 San Diego, CA 92130
KELLY MORRIS +1 760-931-4882
701 Palomar Airport Road Suite 300 Carlsbad, CA 92011
ANTHONY NAPOLITANO* +1 702-580-2378 1368 Paseo Verde Pkwy Suite 100 Henderson, NV 89012
ZOE NG +1 925-225-3688
4305 Hacienda Dr Suite 360 Pleasanton, CA 94588
DENIS OBRIEN* +1 860-415-9614
9 Masons Island Road Mystick, CT 06355
GREG O’DONNELL +1 415-758-6331 1101 Fifth Ave # 150
San Rafael, CA 94901
GREG OSTROWSKI*
+1 410-573-5700
1906 Towne Centre Blvd Suite 260
Annapolis, MD 21401
AMRISH PATEL
+1 480-336-3456
8777 N. Gainey Center Dr. #161
Scottsdale, AZ 85248
JD PHILLIPS*
+1 360-398-9224 1292 E Axton Rd Bellingham, WA 98226
PETER PRESCOTT +1 949-248-9815
30950 Rancho Viejo Rd Suite 100
San Juan Capistrano, CA 92675
JON SANCHEZ*
+1 775-800-1801
1645 Highway 395 Minden, NV 89423
CHAD SCHIEL
+1 949-388-4455
30448 Rancho Viejo Road Suite 180
San Juan Capistrano, CA 92675
JASON SEGAWA
+1 808-695-6200
1580 Makaloa Street Honolulu, HI 96814
JEFF SENGLAUB*
+1 262-646-4466
3960 Hillside Dr Suite 201
Delafield, WI 53018
JIM SENGLAUB*
+1 262-646-4466
3960 Hillside Dr Suite 201
Delafield, WI 53018
MIKE SENGLAUB* +1 262-646-4466
3960 Hillside Dr Suite 201 Delafield, WI 53018
HERB SHIRAISHI
+1 808-951-7185
1357 Kapiolani Blvd Suite 1140 Honolulu, HI 96814
BRIAN SOLOMON +1 760-436-1985
531 Encinitas Blvd Encinitas, CA 92024
JAY SPRINKEL* +1 410-573-5700
1906 Towne Centre Blvd Suite 260 Annapolis, MD 21401
LARRY STECKLER +1 858-513-8445 14259 Danielson Street Poway, CA 92064
STEVE SUTLEY +1 916-438-6700
9700 Business Park Drive #204 Sacramento, CA 95827
JONATHAN SZOSTEK +1 410-573-5700
1906 Towne Centre Blvd. Suite 260 Annapolis, MD 21401
JOYCE THOMAS +1 626-292-7218
142 N San Gabriel Blvd #B San Gabriel, CA 91775
Elite Advisors Contact L ist
JACOB TUJIAN
+1 626-243-1317
825 Colorado Blvd. Suite 201
Los Angeles, CA 90041
JERRY TUMA
+1 972-241-7107
4851 Lbj Fwy Suite 1175 Dallas, TX 75244
CHRIS VIZZI
+1 877-922-7242
1520 North El Camino Real Unit 1 San Clemente, CA 92672
SHAWN WALKER* +1 410-573-5700
1906 Towne Centre Blvd Suite 260
Annapolis, MD 21401
CHARLES WAREHAM
+1 860-218-2048
750 Main St Suite 400 Hartford, CT 06108
BRYAN WERTZER
+1 916-438-6700
9700 Business Park Drive Suite 204 Sacramento, CA 95827
DEAN WILSON +1 928-340-1061
125 Frisco Trail Sedona, AZ 86351
FRANK WONG
+1 212-938-7565
150 West 56st St Suite 4012 New York, NY 10019
JAY WURTZLER +1 858-552-6960
12680 High Bluff drive Suite 250 San Diego, CA 92130
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