Our Team




















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

Agency Managing Director of Business & Estate Planning- 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.




Catherine Patrick, CFP®

Financial Planning Director

Catherine is our Financial Planning Director. She has been in the wealth management business for over 20 years, including time with Fidelity, NASDAQ and Bay Colony Partners.






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.  








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 experitise 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.  






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 finanical 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.  






Noah Ozgo, CFA, CPA, CAIA

Client Portfolio Manager 

Noah is a Client Portfolio Manager at MassMutual, where he leverages analytical skills and credentials to provide customized solutions and insights to high-net-worth clients and advisors. He has over 10 years of experience in wealth management, financial analysis, and data modeling across various asset classes and strategies.





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.



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