Meet the Integrated Strategies Team
Integrated Strategies, LLC is a Dallas-based boutique financial services firm serving Family Offices, Private Equity Firms & successful professionals with self-employment income. We offer fee-based consulting with comprehensive, forward-facing solutions. Consequently, we provide solutions centered around valuation considerations, exit and continuation options, employee recruiting and retention, transfer or consolidation strategies and succession planning.
Meet Our Team
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Agency Managing Director of Business - Bluecrest
Founder, CEO- Integrated StrategiesMr. 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.
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Director of Client Experience
Andrea is our Director of Client Experience, where she focuses her time onboarding clients, organizing information and servicing policies. She is an experienced financial professional with over 15 years in the investment industry, previously working with various firms such as Edward Jones, Morgan Stanley, and LPL Financial.
Through our relationship with Bluecrest Financial Alliances we have access to their following specialists and resources.
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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 in the estate planning realm, and has spoken on numerous panels over the years.
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Agency Technology Specialist
Paul is Chief Technology Officer at plan design build, inc. He helps our team maintain systems, manage our CRM system and provide technical updates.
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Vice President of Advisor Experience
Robin is a Managing Director at 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.
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Compliance Administrator
Judi is our Agency Compliance Administrator. With nearly 20 years of experience in compliance and new business activities, she is an expert in her space.
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Paraplanner
Cody acquired his Bachelors of Science in Business Administration - Finance from Oklahoma State University. He began his career in the financial services industry in 2017 as an agent with Foresters Financial Services. Cody has since worked as a financial services professional, a commercial banking associate, and a financial advisor. Cody joined Bluecrest Financial Alliances in 2023 as a paraplanner.
When not at work, Cody enjoys spending time exploring new restaurants and breweries with his wife and friends.
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Paraplanner
Anna Kate graduated Summa Cum Laude with a Bachelor of Business Administration in Finance from Texas Christian University. During her time there, she was a member of the Showgirls Dance Team, where she served as a captain her junior and senior seasons. She joined Bluecrest Financial Alliances in 2023 as a firm Paraplanner. Her primary focus is on helping agents evaluate their client's goals through analyzing topics such as cash and liability management, investment planning, tax planning, and protection planning.
When she is not at work, she enjoys dancing, being outside, spending time with friends, and keeping up with her family back home in Missouri.
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Chief Compliance Officer
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.
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Marketing Director
Hannah graduated Magna Cum Laude from Texas A&M University with a BBA in Marketing, with a focus in Analytics and Consulting. In addition, Hannah extended her education at Vanderbilt University and obtained a Master of Marketing. As Marketing Director for Bluecrest, Hannah works directly with financial professionals to develop marketing strategies to help improve their practices.
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Operations Manager
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.
Through our relationship with Bluecrest Financial Alliances, a MassMutual firm, we have access to their following specialists and resources.
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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.
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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 Alternatives positioning.
Head of Alternatives
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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.
Head of Investment Office
These resources are employees of the MassMutual’s Home Office.
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CRPC, BFA, CFI, Senior Regional Director of Planning
CRPC, BFA, CFI
Senior Regional Director of Planning