Our Team

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


 

 

 

 

 

 

 

 

 

Daniel J. Drabinski, CFA®, MSFS, AEP®, CEPA, CMT®, CFBS®, CLTC®, CAP®, RICP®

Agency Managing Director of Business - Bluecrest

Founder, CEO- Integrated Strategies

Mr. Drabinski has over 24 years of experience in the financial industry, working in trading, portfolio management, private equity and advisory. He received a BS in Corporate Finance & Investments from Babson College and completed the Masters of Science in Financial Services and Accredited Estate Planner program through the American College.  He and his wife Elizabeth live in University Park, Texas along with their four children.

 

 

 

Jennifer Talbot

Director of Client Experience 

Jennifer is our Director of Client Experience, where she focuses her time onboarding clients, organzing information and servicing policies.  She is experienced in making the most complex applications simple for our clients!  

 

 

 

Rebecca Ciarochi

Financial Planning Associate 

Rebecca works on our finanical planning team where she focuses on modeling, document retention and building out retirement income streams.   

 

 

 

 

 

Other Business Resources

Through our relationship with MassMutual and Bluecrest Financial Alliances, a MassMutual firm, we have access to the following specialists and resources.

 

Andy Greenawalt, CIMA®

Head of Investment Management 

Andy is our Head of Investment Management for Bluecrest.  He has a career spanning 14 years in the institutional asset management space, comprised of time with companies such as Nuveen, Fidelity, Ameriprise and Barrow Hanley.  He brings a wealth of knowledge around portfolio management techniques and income distributions.  

 

 

 

 

Vince Synan

Director of Business & Estate Planning

Vince has served as the Director of Business and Estate Planning, as well as a Brokerage Director and Director of Advanced Planning for nearly 30 years.  He is a highly respected expert in the estate planning realm, and has spoken on numerous panels over the years.  

 

 

 

 

 

 

Anna Kate Sundvold

Financial Planning Assistant

Anna Kate is a paraplanner on our team, working directly with clients on their personal financial plans.  She is a summa cum laude graduate of TCU's McNeely Business School, and enjoys spending her Sundays cheering on the sidelines for the Dallas Cowboys.

 

 

 

 

 

 

 

 

Cody Cabler

Financial Planning Assistant

Cody is a paraplanner on our team, working directly with financial planning clients with a specialty in real estate transactions and self employment income.  Prior to joining our team he worked at Midfirst Bank, as well as Heartland in Oklahoma City, OK.  

 

 

 

 

 

 

 

Judi Oginsky

Agency Compliance Administrator

Judi is our Agency Compliance Administrator.  With nearly 20 years of experience in complaince and new business activities, she is an expert in her space.

 

 

 

 

 

 

 

 

Robin Skillingberg

Investment Director

Robin is a Managing Director Bluecrest Financial Alliances. He has over 16 years of experience in multiple roles and is focused on helping clients establish investment relationships, research annuity contracts and execute alternative investments.

 

 

 

 

 

 

Jackie Wakefield

Director of New Business

Jackie serves as our firm's Chief Operating Officer, as well as our Director of new Insurance Business.  In this role she brings years of expertise in navigating complex underwriting situations.

 

 

 

 

 

Megan McElaney

Director of Marketing

Megan leads our marketing and recruiting efforts, bringing a range of creativity and technology to the platform.  When she's not helping to manage operations in the office she is living out her dream as a Dallas Cowboys cheerleader.  

 

 

 

Paul Blas

Director of Technology

Paul is Chief Technology Officer at plan design build, inc.  He helps our team maintain systems, manage our CRM system and provide technical updates.  

 

 

 

 

 

 

Michael Cogliano, CRCP

Director of Compliance

Mike is the Director of Compliance for Bluecrest.  Prior to joining our firm he served as  Chief Compliance Officer at Hilltop Securities Inc. for 22 years.  


 

 

 

These individuals above are not employees of Integrated Strategies, Inc. These resources are employees of the MassMutual Home Office.

 

 

 

Kurt Lippincott, CFA, CPWA®

Head of Investment Office 

Kurt is a CFA Charterholder and CPWA® designee with an MBA from NYU's Stern School of Business and 20+ years in wealth management. He has expertise across all asset classes and product types with 10+ years of experience managing client portfolios and delivering comprehensive wealth management solutions to HNW & UNHW clients. 

 

 

 

Jeffrey Cabral, MM, ATFA

Regional Director - Wealth Strategist

Jeff helps advise our team on wealth portfolio strategies.  He has over 20 years as a Business Development Officer, Wealth Strategist, Regional Vice President, External Wholesaler & Regional Director building consistent, trusted & extensive relationships within the following verticals; where he focuses on Financial Advising, Financial Planning, Life Insurance, Annuities, Investments, Wealth Managment, Trust Services, Estate Planning & FinTech.

 

 

Araceli Corsini

Head of Alternatives 

Araceli is our Head of Alternative Assets.  She previously ran Morgan Stanley's Alternatives business in London, spent eight years with Blackstone in London and has experience with both Janus and Wellington working with ultra high net worth clients on their Alternativies positioning.   

 

 

 

 

Caleb Nietupski

Life, Disability and Long Term Care Insurance

Caleb is the Regional Director of Life, Disability and Long Term Care Insurance at MassMutual.  He's spent the past 17+ years consulting with clients and businesses on the most efficient use of protection strategies to accomplish their goals.   

 

 

 


 

 

Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC Member SIPC Supervisory address: 14241 Dallas Parkway, Suite #1200  Dallas, TX  75254  972.348.6300