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• Over 25 years of experience
• Holds Finance Degree from Emporia State University
• Forbes Best-In-State Wealth Advisors for 2020
• 6-time Five Star Wealth Manager
Award recipient, 2014 - 2021*
• Top 5 Investment Advisor Representative
with MML Investors Services, LLC. 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020
Investment Coordinator
• Investment Coordinator
• Over 40 Years Industry Experience• Holds Bachelors of Management from Webster University
• Portfolio Implementation and Administration
• FINRA Series 7 Licensed
Sean Scott
Chief Operating Officer
• Over 5 Years Industry Experience
• Holds English Degree from University of Kansas
• FINRA Series 7 Licensed
Jon Ingalls
Retirement Plan Specialist
• Over 25 years of Financial Services experience
• Holds BA in Business Management from Emporia State University
• FINRA Series 7 Licensed
Emily Davis
Insurance & Marketing Coordinator
• Over 5 years of Financial Services experience
• Director of First Impressions
Rebecca Taylor
Investment Coordinator
• Over 10 years of Financial Services experience
• Holds Business Administration Degree from University of Kansas
