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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CFA®, MSFS, AEP®, CEPA, CMT®, CFBS®, CLTC®, CAP®, RICP®

Agency Managing Director of Business - Bluecrest
Founder, CEO- Integrated Strategies

Email - Phone

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Director of Client Experience

Email - Phone

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

Email - Phone

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Agency Technology Specialist

Email - Phone

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Vice President of Advisor Experience

Email - Phone

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Compliance Administrator

Email - Phone

Chief Compliance Officer

Email - Phone

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Paraplanner

Email - Phone

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Marketing Director

Email - Phone

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Operations Manager

Email - Phone

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

Email - Phone

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Head of Alternatives

Email

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Head of Investment Office

Email

These resources are employees of the MassMutual’s Home Office.

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CRPC, BFA, CFI

Senior Regional Director of Planning