With two decades of experience in the financial services industry, Tripp Mullen specializes in educating clients in planning their financial path. After starting out in larger brokerage firms, and gaining a strong foundation...
Client Relationship Specialist
Administrative Assistant, Integrated Financial Group
Lillie wants to deliver superior client service and to give clients the same type of service that she would expect to receive. She believes mediocrity should never be the standard. AREAS OF EXPERTISE OperationsAdvisor Administrative...
Marketing and Events Coordinator
Tori uses her publishing and copy writing skills to make sure clients are receiving timely communication through emails, letters, and web access. Client events provide opportunities to develop better relationships, and better...
Chief Compliance Officer, Integrated Financial Group
Ron brings decades of experience as a CPA and CFO to his position of Chief Compliance Officer. His primary responsibility is to supervise the activities of the LPL Financial Advisors that are a part of the Integrated Financial Group...