Brian Vendig
President and Managing Executive
MJP Wealth Advisors
Timothy Admire
CISO, Managing Partner & Director of Operations
Willow Creek Wealth Management
Kemi Chavez
Engagement Director
Starlight Portfolios
Amy House
IT & Digital Marketing Specialist
Bedel Financial Consulting
Jamar Green, Technical Support Specialist
“With digital advice becoming a viable option to serve smaller accounts, advisors in Independent Financial Partners’ (IFP) network asked for the ability to offer the option,” says Chris Hamm, its...
Are you still using a legacy on-premise solution for your CRM? I get it, you're nervous about a number of things. Let me help put your mind at ease. Investment advisors are fiduciaries who innately...