• The Integrated Wealth Solutions Team

  • Meet the Team

    Greg Harvey, AIF®

    Principal

    • Investment Specialist
    • Financial Advisor
    • Over 25 Years of Industry Experience
    • Holds Finance Degree from Emporia State University
    • Forbes Best-In-State Wealth Advisor - 2020 - 2023*11-time Five Star Wealth Manager Award Recipient, 2012, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, and 2023**
    • Top 5 Investment Advisor Representative with MML Investor Services, LLC 2013-2022

    Jon Ingalls, CPFA®, RICP®

    Director of 401(k) Department &

    Wealth Management Advisor

    • Over 27 Years of Industry Experience
    • Holds BA in Business Management from Emporia State University
    • FINRA Series 7 Registered

    Rebecca Taylor

    Director of Investment Operations

    • Over 10 years of Financial Services experience
    • Holds Bachelors in Business Administration from the University of Kansas

    Matt Dieker, CFP®

    Wealth Management Advisor

    • Holds Bachelor of Finance from The University of Kansas
    • FINRA Series 7 Registered 

    John Kinker

    Investment Coordinator

    • Over 20 Years of Insurance and Financial Industry Experience
    • Holds BA from University of Missouri
    • FINRA Series 7 Registered

    Kelia Sjoberg

    Insurance Coordinator

    • Over 10 years in the Customer Service and Administration Field
    • Over 4 years assisting Synergy Wealth Solutions Agents with MMLIS Insurance & Annuity Products

    Cathy Kidd

    Director of First Impressions 

    • Over 20 years in outside sales
    • Over 5 years as an Executive Assistant & Author’s Aide
    • Holds a BA in Marketing from the University of Georgia

    Graham Harvey

    Investment Coordinator

    • Holds Bachelor of Business Administration from The University of Kansas
    • FINRA Series 7 Registered

  • Contact Us

    We are located in Building 12 in the Corporate Woods office park. Corporate Woods is located off I-435 at the Antioch exit.

     

    *The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and compliant history, reviews conducted by the firm, retention rates, and client assets administered.

     

    Check the background of this financial professional on FINRA's BrokerCheck

    10975 Benson Drive, Suite 300
    Overland Park, KS 66210
    913-948-7390
    913-948-7390
    greg@iwskc.com
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