The Integrated Wealth Solutions Team
Each of us at Integrated Wealth Solutions has extensive personal and professional experience.
Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products.
We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to help you achieve a more secure financial future.
We’re looking forward to using our knowledge to help you pursue your financial goals.
Meet the Team
Greg Harvey, AIF®
Principal
• Investment Specialist
• Financial Advisor
• 6-time Five Star Wealth Manager
Award recipient
• Top 5 Investment Advisor Representative
with MML Investors Services, LLC.
• Over 20 years of experienceInvestment Coordinator
• Investment Coordinator
• 35 Years Industry Experience
• Portfolio Implementation and Administration
• FINRA Series 7 LicensedAngela Coleman
Marketing Coordinator and Para Planner
• Over 10 years of Insurance and Financial Services experience
• Paraplanning Certified
• Holds Bachelors of Arts in Psychology – University of Missouri-Columbia
• Holds Masters of Arts in Human Resources Management Webster UniversityJon Ingalls
Director of 401(k) Department
• 25 years of Financial Services experience
• Holds BA Business Management
• FINRA Series 7 LicensedEmily Davis
Insurance Coordinator
• Over 3 years of Financial Services experience
• Director of First ImpressionsSean Scott
Investment Coordinator
• 5 Years Industry Experience
• Holds English Degree from University of Kansas• FINRA Series 7 Licensed
Jon Ingalls
Director of 401(k) Plans
Domicile State: KS
Phone: 913-948-7393
Fax: 888-486-6419
E-mail: jon@iwskc.comJon joined Integrated Wealth Solutions in June 2016 as the Director of Retirement Plans bringing with him over 24 years of financial services experience. He is responsible for all aspects of client service for our retirement plan clients. Jon earned a Bachelor's Degree in Business Management from Emporia State University. Through his 24-year career, Jon has also gained and currently holds the FINRA Series 7 securities registration.
Scot Michels
Investment Coordinator
Domicile State: KS
Phone: 913.948.7394
Fax: 888.486.6419
E-mail: scot@iwskc.comScot is the Investment Coordinator at Integrated Wealth Solutions and has over 25 years of experience in the financial services industry. His main responsiblity is portfolio implementation and administration for client accounts.
His years of experience ensure each client receives the upmost attention to their unique needs and timelines. Scot is Series 7, 65, 63, and 55 and is Life & Health licensed in the state of Kansas.
Greg Harvey
Principal
Domicile State: KS
Phone: 913.948.7390
Fax: 888.486.6419
E-mail: greg@iwskc.comOwner/Principal
- Investment Specialist
- Financial Advisor/Planner
- 19 years of experience
- Top 10 Investment Advisor Representative with MML Investors Services, LLC.2011,2012, 2013
- 5 time Five Star Wealth Manager Award Recipient
"The most important part of any relationship is a complete understanding of a person's most important goals," Greg says. "And, by continuously evaluating their situation and progress, we are able to manage the risks they face and thelp them take advantage of their best opportunities."
Greg is the owner of Integrated Wealth Solutions, a registered principal and a 2015 Five Star Wealth Manager. The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review*;4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations.
Wealth managers do not pay a fee to be considered or awarded.
Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. 1,572 Kansas City wealth managers were considered for the award; 201 (13 percent of candidates) were named Five Star Wealth Managers.
Angela Coleman
Marketing Coordinator, Paraplanner
Domicile State: KS
Phone: 913-956-2997
Fax: 888-486-6419
E-mail: angie@iwskc.comAngie joined Integrated Wealth Solutions in December 2010, as the Insurance Coordinator. After the birth of her first son, she transitioned into the Marketing Coordinator role. She quickly evolved into the Director of Operations role, overseeing many of the processes implemented within the practice. She has her Paraplanning certificate and is responsible for setting up and maintaining our eMoney personal wealth management client web sites. With over 10 years of financial services experience, she is an intricate part of the IWS team. Angie graduated from the University of Missouri-Columbia with a B.A. in Psychology and an M.A. in HR Management from Webster University.
When she is not working, Angie enjoys spending time with her husband Mike, their two sons Cruz & Jax, and their dog.
