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
