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Chris A. Forte

CIMA^®

Chris Forte is co-founder and Managing Partner of Integrated. Chris is responsible for the strategic direction of the firm, as well as maintaining direct advisory and advocacy relationships with our valued clients including business owners, family offices, foundations, endowments, as well as public and private retirement plans.

Before founding Integrated, Chris was Managing Director and Institutional Investment Consultant for Wells Fargo Advisors and its predecessor organizations. Chris brings over 30 years of investment consulting experience, plus a passion for superior customer service and advocacy, to each client relationship.

Chris is a member of the Michigan Association of Public Employee Retirement Systems (MAPERS) and Investments & Wealth Institute™. Chris is a Certified Investment Management Analyst ® (CIMA®) professional. He is co-founder of Smiles for Children Foundation and is active with IMPACT3, which focuses on social enterprise investing. Chris and his wife, Natalie, reside in Lake Angelus and are proud parents of Hannah, Chris, and Olivia.

Chris holds a BA in Economics and Political Science from the University of Michigan in Ann Arbor, Michigan.

Email: cf@integratedfas.com • Phone: 248-385-2040

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LinkedIn

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Todd J. Wagenberg

CIMA^®

Todd Wagenberg is co-founder and Managing Partner of Integrated. Todd is responsible for direct advisory and advocacy relationships with our clients, including affluent families, organizations and non-profits. He specializes in risk assessment, portfolio development, and performance monitoring.

Prior to founding Integrated, Todd was Managing Director and Institutional Investment Consultant for Wells Fargo Advisors and its predecessors. Todd’s experience includes managing currency and interest rate risk for Chemical Bank and National Australia Bank in New York. He was a market maker on the Chicago Board Options Exchange. Todd brings over 30 years of investment consulting experience and a passion for risk assessment and risk management.

Todd is a member of the Michigan Association of Public Employee Retirement Systems (MAPERS). Todd is a Certified Investment Management Analyst® (CIMA®) professional. He is a member of Investments & Wealth Institute ™ and was previously Chairman of the board.

Todd and his wife, Sarah, reside in Sylvan Lake and are proud parents of Celia and Cort.

Todd holds a BGS from the University of Michigan and a MBA in Finance from Wayne State University.

Email: tw@integratedfas.com • Phone: 248-385-2042

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Dena D. Soule

IACCP^®

Dena Soule is Managing Partner and Chief Compliance Officer at Integrated. Dena is responsible for relationship management and the entire client experience. She is intimately involved in our new-client onboarding process and throughout all aspects of the ongoing relationship. Dena knows that a best-in-class financial plan starts with developing a thorough understanding of the clients, their environment, their goals, their concerns, and the makeup of their current team of advisors. She understands that even the most strategic plans are not effective unless fully implemented and subject to periodic review.

Dena is an Investment Adviser Certified Compliance Professional (IACCP®). She is a member of INFORUM Michigan, whose mission is to support the connectivity, development, and leadership of women in today’s business community and Michigan Women in Finance, which brings together women engaged in the financial community.

Before joining Integrated, Dena was employed at Wells Fargo Advisors and its predecessor organizations. Dena brings over 15 years of relationship management in support of superior investment consulting and risk management for her clients. Dena and her husband, Bill, reside in Rochester Hills with their three children, Nick, Brendan, and Gabbie.

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Zack Saraf

Zack Saraf is the Vice President of Operations at Integrated. Zack oversees and leads the firm’s operational initiatives to drive thoughtful and sustainable growth while maintaining the highest level of client service. This is achieved through his deep commitment to understanding underlying drivers, cultivating a culture of continuous improvement, leveraging technology to enhance operational efficiencies and collaboration, and as simple as it sounds, doing the work with discipline.

Zack leans into his B.A. in Business Administration & Management as well as over a decade of operational experience across multiple industries. Prior to joining Integrated, Zack was a Manager of Investment Operations at a large RIA in New York City for 6 years, where he specialized in end-to-end client transaction activity, process improvement and cross-departmental efficiency implementation.

Being a strong believer in empowering the next generation of leaders, Zack enjoys mentoring promising college students through the Braven community.

As returning residents of Michigan but formerly raised in Petoskey, both Zack and wife, Chelsea, are excited to now reside in Clarkston with their two boys, Sawyer and Colby (furbaby). The family is looking forward to becoming an involved member of the local community and diving into all their favorite outdoor activities.

Email: zs@integratedfas.com • Phone: 248-385-2057

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LinkedIn

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AVERY HASENAUER

CFP^® - AIF^®

Avery Hasenauer is a Senior Financial Consultant at Integrated. Avery works with a select group of Founders, Entrepreneurs, Families, and Institutional Clients to under promise and over deliver on a fiduciary approach to an Integrated Family Office. Avery was named 66 on the Alumni Spotlight’s list of top 100 Financial Advisors for 2022.

A member of the Association for Corporate Growth, Avery is passionate about helping founders and their families within 5 years of a liquidity event navigate the estate, tax, financial, and philanthropic complexities of a sell-side transaction. Avery consults founders on the pros and cons of internal family succession, Initial Public Offering, Private Equity, ESOP, Management Buyout, or a Family Office Strategic Partner and introduces the right bankers, tax consultants, and legal consultants so the founder can exit confidently.

Avery achieved the CFP® certification from the Certified Financial Planner Board of Standards and the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies.

Prior to joining Integrated, Avery was a manager at a national public accounting firm specializing in the intersection of comprehensive wealth planning, investment analysis, portfolio design, risk management, qualified and non-qualified retirement plans, and multi-generational investment strategies.

A passionate supporter of education, Avery has been a guest lecturer on capital markets at the University of Michigan and his Alma Mater, Cornell University.

Avery and his Wife Celia proudly support the Oakland Hills Farm and Garden founded by Celia’s parents, Nicolette and Dr. Daniel Jenaras, with the purpose to Grow Food, Feed People, Build Community.

Email: ajh@integratedfas.com • Phone: 248-952-9385[/et_pb_text][et_pb_social_media_follow disabled_on="off|off|off" _builder_version="4.16" vertical_offset_tablet="0" horizontal_offset_tablet="0" z_index_tablet="0" button_text_shadow_horizontal_length_tablet="0px" button_text_shadow_vertical_length_tablet="0px" button_text_shadow_blur_strength_tablet="1px" box_shadow_horizontal_tablet="0px" box_shadow_vertical_tablet="0px" box_shadow_blur_tablet="40px" box_shadow_spread_tablet="0px" box_shadow_horizontal_button_tablet="0px" box_shadow_vertical_button_tablet="0px" box_shadow_blur_button_tablet="40px" box_shadow_spread_button_tablet="0px" text_shadow_horizontal_length_tablet="0px" text_shadow_vertical_length_tablet="0px" text_shadow_blur_strength_tablet="1px" global_colors_info="{}"][et_pb_social_media_follow_network social_network="linkedin" url="https://www.linkedin.com/in/avery-hasenauer-cfp%C2%AE-aif%C2%AE-95b84440/" _builder_version="4.16" background_color="#007bb6" vertical_offset_tablet="0" vertical_offset_phone="0" horizontal_offset_tablet="0" horizontal_offset_phone="0" background_color_gradient_direction_tablet="180deg" background_color_gradient_direction_phone="180deg" background_color_gradient_stops_tablet="#2b87da 0%|#29c4a9 100%" background_color_gradient_stops_phone="#2b87da 0%|#29c4a9 100%" background_color_gradient_start_position_tablet="0%" background_color_gradient_start_position_phone="0%" background_color_gradient_end_position_tablet="100%" background_color_gradient_end_position_phone="100%" z_index_tablet="0" z_index_phone="0" hover_transition_duration_tablet="300ms" hover_transition_duration_phone="300ms" hover_transition_delay_tablet="0ms" hover_transition_delay_phone="0ms" button_text_shadow_horizontal_length_tablet="0px" button_text_shadow_horizontal_length_phone="0px" button_text_shadow_vertical_length_tablet="0px" button_text_shadow_vertical_length_phone="0px" button_text_shadow_blur_strength_tablet="1px" button_text_shadow_blur_strength_phone="1px" box_shadow_horizontal_tablet="0px" box_shadow_horizontal_phone="0px" box_shadow_vertical_tablet="0px" box_shadow_vertical_phone="0px" box_shadow_blur_tablet="40px" box_shadow_blur_phone="40px" box_shadow_spread_tablet="0px" box_shadow_spread_phone="0px" box_shadow_horizontal_button_tablet="0px" box_shadow_horizontal_button_phone="0px" box_shadow_vertical_button_tablet="0px" box_shadow_vertical_button_phone="0px" box_shadow_blur_button_tablet="40px" box_shadow_blur_button_phone="40px" box_shadow_spread_button_tablet="0px" box_shadow_spread_button_phone="0px" global_colors_info="{}" follow_button="off" url_new_window="on"]

LinkedIn

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Jeff Petherick

CFA^®

Jeff Petherick is a Senior Investment Consultant for Integrated. Jeff began his professional career in 1985 at Masco Corporation as an investment analyst, ultimately becoming Manager of Pension Investments. In 1990, Jeff left Masco to become a Portfolio Manager at Loomis Sayles and Company, a Boston-based Investment Management Firm. Jeff helped co-found the Loomis Sayles Small Cap Fund that in 1994 was recognized as the #1 Small Cap fund in the country. During that time, Jeff was a regular guest on CNBC and he was featured in Forbes magazine, Kiplinger’s Personal Finance, Barron’s and the Wall Street Journal. He was also a regular speaker at mutual fund conferences across the country. Having established a strong long-term investment record, Jeff left Loomis Sayles in 2000 to form his own company, NorthPointe Capital, with three other partners. NorthPointe managed over $3.0 billion in assets, primarily focused on small and micro-cap stocks. Jeff retired from NorthPointe in March of 2019. Beginning in June of 2020, Jeff began devoting his time to character and culture development as Co-President, Chief Culture Officer at Cornerstone Schools in Detroit. Jeff graduated Phi Betta Kappa from Albion College (1985) with a BA in Economics and History. He earned an MBA from University of Michigan (1989) and he is a CFA charter holder (1990).

Outside of work, Jeff is married to his wife, Gina, of 36 years and they have two children and six grandchildren.

He is actively engaged in global philanthropic work. As a founding Director and President of Impact India 360, Jeff helped oversee fundraising for an orphanage, elderly care facility, hospital and school in Rajahmundry, India. He served on the Board of Trustees at Albion College for sixteen years and was Chair of the Investment Committee. Jeff is also a founding Partner of Impact T3, a group committed to investing in social entrepreneurs in the cities of Detroit and Pontiac, and the New Albion Impact Group, committed to investing in the city of Albion, Michigan. In the city of Albion, Jeff serves on the board of the Albion Reinvestment Corporation (ARC) and the Play Right Sports Academy.

Email: jp@integratedfas.com • Phone: 248-952-9383[/et_pb_text][et_pb_social_media_follow _builder_version="4.16" _module_preset="default" global_colors_info="{}"][et_pb_social_media_follow_network social_network="linkedin" url="https://www.linkedin.com/in/jeffrey-c-petherick-3a8686b/" _builder_version="4.16" _module_preset="default" background_color="#007bb6" global_colors_info="{}" follow_button="off" url_new_window="on"]linkedin[/et_pb_social_media_follow_network][/et_pb_social_media_follow][/et_pb_column][/et_pb_row][/et_pb_section]

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Adam Rivett

CPFA® – AIF®

Adam Rivett is the Director of Retirement Plan Services at Integrated. Adam provides Retirement Plan Fiduciary Consulting for private, non-profit, and institutional clients. Adam has been recognized as National Association of Plan Advisors (NAPA’s) 2023 top 100 Advisors Under 40*.

Adam’s focus is working with Plan Fiduciaries to optimize their retirement plan offering and explore unique ways to solve their needs. He provides fiduciary plan consulting, fiduciary education, investment management, plan design, employee education, and overall strategy. Adam brings expertise to middle market retirement plans, non-qualified deferred compensation plans, and custom non-qualified incentive plans.

Adam previously has worked for one of the nation’s largest recordkeepers providing in-depth knowledge of the day-to-day operations of retirement plans. He also previously worked for one of the nation’s largest RIA’s acting as a first chair consultant for his clients.

He is actively involved with NAPA and has been nominated and recognized multiple times as a NAPA ACE (One of the top 100 Advisors Nationwide under the age of 40). He also volunteers to help test and develop techniques to create board certifications and exams that are used to assess future credentialed candidates.

Adam is routinely featured in industry related white papers, magazines, and panels.

An active member of the community Adam serves at several not-for-profit organizations and coaches youth sports. He is married with three children and enjoys woodworking, fishing, hunting, and any activity that gets him outdoors.

Email: ar@integratedfas.com • Phone: 248-952-9388[/et_pb_text][et_pb_social_media_follow _builder_version="4.16" vertical_offset_tablet="0" horizontal_offset_tablet="0" z_index_tablet="0" button_text_shadow_horizontal_length_tablet="0px" button_text_shadow_vertical_length_tablet="0px" button_text_shadow_blur_strength_tablet="1px" box_shadow_horizontal_tablet="0px" box_shadow_vertical_tablet="0px" box_shadow_blur_tablet="40px" box_shadow_spread_tablet="0px" box_shadow_horizontal_button_tablet="0px" box_shadow_vertical_button_tablet="0px" box_shadow_blur_button_tablet="40px" box_shadow_spread_button_tablet="0px" text_shadow_horizontal_length_tablet="0px" text_shadow_vertical_length_tablet="0px" text_shadow_blur_strength_tablet="1px" global_colors_info="{}"][et_pb_social_media_follow_network social_network="linkedin" url="https://www.linkedin.com/in/adam-rivett-92673346/" _builder_version="4.16" background_color="#007bb6" vertical_offset_tablet="0" vertical_offset_phone="0" horizontal_offset_tablet="0" horizontal_offset_phone="0" background_color_gradient_direction_tablet="180deg" background_color_gradient_direction_phone="180deg" background_color_gradient_stops_tablet="#2b87da 0%|#29c4a9 100%" background_color_gradient_stops_phone="#2b87da 0%|#29c4a9 100%" background_color_gradient_start_position_tablet="0%" background_color_gradient_start_position_phone="0%" background_color_gradient_end_position_tablet="100%" background_color_gradient_end_position_phone="100%" z_index_tablet="0" z_index_phone="0" hover_transition_duration_tablet="300ms" hover_transition_duration_phone="300ms" hover_transition_delay_tablet="0ms" hover_transition_delay_phone="0ms" button_text_shadow_horizontal_length_tablet="0px" button_text_shadow_horizontal_length_phone="0px" button_text_shadow_vertical_length_tablet="0px" button_text_shadow_vertical_length_phone="0px" button_text_shadow_blur_strength_tablet="1px" button_text_shadow_blur_strength_phone="1px" box_shadow_horizontal_tablet="0px" box_shadow_horizontal_phone="0px" box_shadow_vertical_tablet="0px" box_shadow_vertical_phone="0px" box_shadow_blur_tablet="40px" box_shadow_blur_phone="40px" box_shadow_spread_tablet="0px" box_shadow_spread_phone="0px" box_shadow_horizontal_button_tablet="0px" box_shadow_horizontal_button_phone="0px" box_shadow_vertical_button_tablet="0px" box_shadow_vertical_button_phone="0px" box_shadow_blur_button_tablet="40px" box_shadow_blur_button_phone="40px" box_shadow_spread_button_tablet="0px" box_shadow_spread_button_phone="0px" global_colors_info="{}" follow_button="off" url_new_window="on"]LinkedIn[/et_pb_social_media_follow_network][/et_pb_social_media_follow][/et_pb_column][/et_pb_row][/et_pb_section]

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Chris MacKenzie

J.D. - CFP^®

Chris MacKenzie is a Senior Investment Consultant at Integrated. He specializes in financial planning and investment management for families, individuals, and institutions. Additionally, he utilizes his legal background to advise on estate planning and corporate fiduciary matters.

Chris works closely with business owners and multi-generational families advising on portfolio allocation, alternative investments, corporate retirement plans, estate and tax planning, and philanthropic initiatives.

Chris is a licensed attorney with the State Bar of Michigan, a CERTIFIED FINANCIAL PLANNER™ (CFP), and holds both his Series 65 and Life Insurance Licenses.

Chris holds a BA in Political Science & History from the University of Michigan. He received his Juris Doctor degree from Loyola University Chicago School of Law, where he graduated Cum Laude.

Chris and his wife Alexandra along with their two children reside in Bloomfield Hills, Michigan. He enjoys playing golf, squash, and traveling to Northern Michigan.

Email: cm@integratedfas.com • Phone: 248-952-9054

[/et_pb_text][et_pb_social_media_follow disabled_on="off|off|off" _builder_version="4.27.4" vertical_offset_tablet="0" horizontal_offset_tablet="0" hover_enabled="0" z_index_tablet="0" button_text_shadow_horizontal_length_tablet="0px" button_text_shadow_vertical_length_tablet="0px" button_text_shadow_blur_strength_tablet="1px" box_shadow_horizontal_tablet="0px" box_shadow_vertical_tablet="0px" box_shadow_blur_tablet="40px" box_shadow_spread_tablet="0px" box_shadow_horizontal_button_tablet="0px" box_shadow_vertical_button_tablet="0px" box_shadow_blur_button_tablet="40px" box_shadow_spread_button_tablet="0px" text_shadow_horizontal_length_tablet="0px" text_shadow_vertical_length_tablet="0px" text_shadow_blur_strength_tablet="1px" global_colors_info="{}" sticky_enabled="0"][et_pb_social_media_follow_network social_network="linkedin" url="https://www.linkedin.com/in/chris-mackenzie-a5594164/" _builder_version="4.27.4" background_color="#007bb6" vertical_offset_tablet="0" vertical_offset_phone="0" horizontal_offset_tablet="0" horizontal_offset_phone="0" hover_enabled="0" background_color_gradient_direction_tablet="180deg" background_color_gradient_direction_phone="180deg" background_color_gradient_stops_tablet="#2b87da 0%|#29c4a9 100%" background_color_gradient_stops_phone="#2b87da 0%|#29c4a9 100%" background_color_gradient_start_position_tablet="0%" background_color_gradient_start_position_phone="0%" background_color_gradient_end_position_tablet="100%" background_color_gradient_end_position_phone="100%" z_index_tablet="0" z_index_phone="0" hover_transition_duration_tablet="300ms" hover_transition_duration_phone="300ms" hover_transition_delay_tablet="0ms" hover_transition_delay_phone="0ms" button_text_shadow_horizontal_length_tablet="0px" button_text_shadow_horizontal_length_phone="0px" button_text_shadow_vertical_length_tablet="0px" button_text_shadow_vertical_length_phone="0px" button_text_shadow_blur_strength_tablet="1px" button_text_shadow_blur_strength_phone="1px" box_shadow_horizontal_tablet="0px" box_shadow_horizontal_phone="0px" box_shadow_vertical_tablet="0px" box_shadow_vertical_phone="0px" box_shadow_blur_tablet="40px" box_shadow_blur_phone="40px" box_shadow_spread_tablet="0px" box_shadow_spread_phone="0px" box_shadow_horizontal_button_tablet="0px" box_shadow_horizontal_button_phone="0px" box_shadow_vertical_button_tablet="0px" box_shadow_vertical_button_phone="0px" box_shadow_blur_button_tablet="40px" box_shadow_blur_button_phone="40px" box_shadow_spread_button_tablet="0px" box_shadow_spread_button_phone="0px" global_colors_info="{}" follow_button="off" url_new_window="on" sticky_enabled="0"]

LinkedIn

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Ryan Essenmacher

CPFA^®

Ryan Essenmacher is a Retirement Plan Consultant at Integrated. Ryan works with businesses and individuals to help them design and manage effective retirement plan strategies. His expertise lies in retirement plan management and plan health analysis, with a focus on driving better outcomes for plan participants.

Ryan is a Certified Plan Fiduciary Advisor, a Registered Associate Representative (SIE) and holds a FINRA Series 65 license. He provides comprehensive services including fiduciary plan consulting, fiduciary education, investment management, plan design, employee education, and overall strategy. Ryan is known for his dedication to going the extra mile, working closely with clients to understand their unique needs and helping them stay on track toward long-term retirement goals.

Ryan brings a client-first mindset to every relationship and strives to make complex retirement plan topics accessible and actionable. Whether he's advising plan sponsors or supporting participant education, he is committed to delivering value through transparency, responsiveness, and results-driven service.

Outside of work, Ryan is an avid golfer and a passionate supporter of Michigan State Spartans athletics and Detroit sports teams.

Email: re@integratedfas.com • Phone: 248-952-9381

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LinkedIn

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Matthew J. Croissant

J. D.

Matthew Croissant is Senior Financial Consultant and Director of Financial Modeling and Reporting at Integrated. Matt works closely with a select group of affluent families, professionals, entrepreneurs, and retirees to ensure that their wealth endures; weighing clients’ risk tolerance, time horizon, and cash-flow needs. Matt’s financial modeling process includes rigorous stress-testing to maximize the probability of achieving the desired outcome.

Matt is a member of Integrated’s founding team. He has more than 25 years of experience as a financial consultant, first with Merrill Lynch in Auburn Hills, and then with Wells Fargo Advisors and its predecessor firms in Birmingham.

Matt received a BA in Political Science from Albion College and a JD from Wayne State University Law School, and he is a member of the Michigan Bar Association. Matt and his wife, Suzanne, reside in Oakland Township with their three daughters, Madeleine, Claire, and Josephine.

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Adam Braatz

CFA^®

Adam Braatz is the Director of Investment Research at Integrated. Adam monitors and evaluates market and economic conditions, conducts quantitative and qualitative research on various investment vehicles, builds the asset allocation framework, and assists in managing client portfolios.

Adam is passionate about seeking out investment opportunities across asset classes and assessing the potential risks and rewards. Adam interacts directly with outside investment managers to understand their investment processes, historical results, and future potential.

Adam draws on over a decade of experience in investment analyst roles. Prior to joining Integrated, Adam gained five years of experience serving high net worth families and institutional clients with a team in Southeast Michigan. Prior to that, he worked as a research analyst for a Small Cap RIA in Wisconsin. Additionally, Adam spent several years serving mutual fund clients as a compliance administrator.

Originally from Wisconsin, Adam earned his B.S.B.A. with a double major in Finance and Accounting from Marquette University in Milwaukee. He is a CFA® charter holder and was previously a licensed Certified Public Accountant (CPA).

Adam and his Wife Michelle live in Orion Township and are proud parents of three daughters. Adam enjoys staying active, is an avid sports fan, and a passionate music listener.

Email: ab@integratedfas.com • Phone: 248-952-9384[/et_pb_text][et_pb_social_media_follow _builder_version="4.16" vertical_offset_tablet="0" horizontal_offset_tablet="0" z_index_tablet="0" button_text_shadow_horizontal_length_tablet="0px" button_text_shadow_vertical_length_tablet="0px" button_text_shadow_blur_strength_tablet="1px" box_shadow_horizontal_tablet="0px" box_shadow_vertical_tablet="0px" box_shadow_blur_tablet="40px" box_shadow_spread_tablet="0px" box_shadow_horizontal_button_tablet="0px" box_shadow_vertical_button_tablet="0px" box_shadow_blur_button_tablet="40px" box_shadow_spread_button_tablet="0px" text_shadow_horizontal_length_tablet="0px" text_shadow_vertical_length_tablet="0px" text_shadow_blur_strength_tablet="1px" global_colors_info="{}"][et_pb_social_media_follow_network social_network="linkedin" url="https://www.linkedin.com/in/adam-braatz-a02a2a164/" _builder_version="4.16" background_color="#007bb6" vertical_offset_tablet="0" vertical_offset_phone="0" horizontal_offset_tablet="0" horizontal_offset_phone="0" background_color_gradient_direction_tablet="180deg" background_color_gradient_direction_phone="180deg" background_color_gradient_stops_tablet="#2b87da 0%|#29c4a9 100%" background_color_gradient_stops_phone="#2b87da 0%|#29c4a9 100%" background_color_gradient_start_position_tablet="0%" background_color_gradient_start_position_phone="0%" background_color_gradient_end_position_tablet="100%" background_color_gradient_end_position_phone="100%" z_index_tablet="0" z_index_phone="0" hover_transition_duration_tablet="300ms" hover_transition_duration_phone="300ms" hover_transition_delay_tablet="0ms" hover_transition_delay_phone="0ms" button_text_shadow_horizontal_length_tablet="0px" button_text_shadow_horizontal_length_phone="0px" button_text_shadow_vertical_length_tablet="0px" button_text_shadow_vertical_length_phone="0px" button_text_shadow_blur_strength_tablet="1px" button_text_shadow_blur_strength_phone="1px" box_shadow_horizontal_tablet="0px" box_shadow_horizontal_phone="0px" box_shadow_vertical_tablet="0px" box_shadow_vertical_phone="0px" box_shadow_blur_tablet="40px" box_shadow_blur_phone="40px" box_shadow_spread_tablet="0px" box_shadow_spread_phone="0px" box_shadow_horizontal_button_tablet="0px" box_shadow_horizontal_button_phone="0px" box_shadow_vertical_button_tablet="0px" box_shadow_vertical_button_phone="0px" box_shadow_blur_button_tablet="40px" box_shadow_blur_button_phone="40px" box_shadow_spread_button_tablet="0px" box_shadow_spread_button_phone="0px" global_colors_info="{}" follow_button="off" url_new_window="on"]

LinkedIn

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Jennifer Caringi

Jennifer Caringi is a Director of Client Relations at Integrated. Jennifer brings over twenty years of banking and financial services knowledge to the administrative team. For the last 10 years she has been working in the wealth management industry coordinating the service needs of clients to provide an exceptional client experience. She strives to provide first class professional assistance to our clients and her top priority is making sure the needs of our clients are being met.

Jennifer received an Associate’s Degree from Macomb Community College. A world traveler, having visited 17 countries, she calls Madison Heights home where she lives with her fur family.

Email: jc@integratedfas.com • Phone: 248-952-9381[/et_pb_text][et_pb_social_media_follow _builder_version="4.16" vertical_offset_tablet="0" horizontal_offset_tablet="0" z_index_tablet="0" button_text_shadow_horizontal_length_tablet="0px" button_text_shadow_vertical_length_tablet="0px" button_text_shadow_blur_strength_tablet="1px" box_shadow_horizontal_tablet="0px" box_shadow_vertical_tablet="0px" box_shadow_blur_tablet="40px" box_shadow_spread_tablet="0px" box_shadow_horizontal_button_tablet="0px" box_shadow_vertical_button_tablet="0px" box_shadow_blur_button_tablet="40px" box_shadow_spread_button_tablet="0px" text_shadow_horizontal_length_tablet="0px" text_shadow_vertical_length_tablet="0px" text_shadow_blur_strength_tablet="1px" global_colors_info="{}"][et_pb_social_media_follow_network social_network="linkedin" url="https://www.linkedin.com/in/jennifercaringi/" _builder_version="4.16" background_color="#007bb6" vertical_offset_tablet="0" vertical_offset_phone="0" horizontal_offset_tablet="0" horizontal_offset_phone="0" background_color_gradient_direction_tablet="180deg" background_color_gradient_direction_phone="180deg" background_color_gradient_stops_tablet="#2b87da 0%|#29c4a9 100%" background_color_gradient_stops_phone="#2b87da 0%|#29c4a9 100%" background_color_gradient_start_position_tablet="0%" background_color_gradient_start_position_phone="0%" background_color_gradient_end_position_tablet="100%" background_color_gradient_end_position_phone="100%" z_index_tablet="0" z_index_phone="0" hover_transition_duration_tablet="300ms" hover_transition_duration_phone="300ms" hover_transition_delay_tablet="0ms" hover_transition_delay_phone="0ms" button_text_shadow_horizontal_length_tablet="0px" button_text_shadow_horizontal_length_phone="0px" button_text_shadow_vertical_length_tablet="0px" button_text_shadow_vertical_length_phone="0px" button_text_shadow_blur_strength_tablet="1px" button_text_shadow_blur_strength_phone="1px" box_shadow_horizontal_tablet="0px" box_shadow_horizontal_phone="0px" box_shadow_vertical_tablet="0px" box_shadow_vertical_phone="0px" box_shadow_blur_tablet="40px" box_shadow_blur_phone="40px" box_shadow_spread_tablet="0px" box_shadow_spread_phone="0px" box_shadow_horizontal_button_tablet="0px" box_shadow_horizontal_button_phone="0px" box_shadow_vertical_button_tablet="0px" box_shadow_vertical_button_phone="0px" box_shadow_blur_button_tablet="40px" box_shadow_blur_button_phone="40px" box_shadow_spread_button_tablet="0px" box_shadow_spread_button_phone="0px" global_colors_info="{}" follow_button="off" url_new_window="on"]

LinkedIn

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Sherry Hanford

Sherry Hanford is a Director of Client Relations at Integrated. Sherry brings over 30 years of financial services knowledge and experience. Over Sherry’s career, she has worked for a variety of firms, large and small. In addition to always providing exceptional service to both internal and external clients, she strives to have a thorough understanding of each client on a financial and personal basis. She was a recipient of a “Going Above and Beyond Award” at a prior firm. Before joining Integrated, Sherry was tasked with a new role of creating and implementing firmwide processes and procedures.

Sherry received her Bachelor of Arts in Political Science from Michigan State University. She resides in Farmington Hills and has 2 grown sons (Michael and Matthew). Outside of working, her passion is cooking. She is an avid sports fan. She enjoys watching all the local sports teams, even the Detroit Lions.

Email: sh@integratedfas.com • Phone: 248-952-9387[/et_pb_text][et_pb_social_media_follow disabled_on="off|off|off" _builder_version="4.27.4" vertical_offset_tablet="0" horizontal_offset_tablet="0" z_index_tablet="0" button_text_shadow_horizontal_length_tablet="0px" button_text_shadow_vertical_length_tablet="0px" button_text_shadow_blur_strength_tablet="1px" box_shadow_horizontal_tablet="0px" box_shadow_vertical_tablet="0px" box_shadow_blur_tablet="40px" box_shadow_spread_tablet="0px" box_shadow_horizontal_button_tablet="0px" box_shadow_vertical_button_tablet="0px" box_shadow_blur_button_tablet="40px" box_shadow_spread_button_tablet="0px" text_shadow_horizontal_length_tablet="0px" text_shadow_vertical_length_tablet="0px" text_shadow_blur_strength_tablet="1px" global_colors_info="{}"][et_pb_social_media_follow_network social_network="linkedin" url="https://www.linkedin.com/in/sherry-ewald-hanford-66728514/" _builder_version="4.27.4" background_color="#007bb6" vertical_offset_tablet="0" vertical_offset_phone="0" horizontal_offset_tablet="0" horizontal_offset_phone="0" background_color_gradient_direction_tablet="180deg" background_color_gradient_direction_phone="180deg" background_color_gradient_stops_tablet="#2b87da 0%|#29c4a9 100%" background_color_gradient_stops_phone="#2b87da 0%|#29c4a9 100%" background_color_gradient_start_position_tablet="0%" background_color_gradient_start_position_phone="0%" background_color_gradient_end_position_tablet="100%" background_color_gradient_end_position_phone="100%" z_index_tablet="0" z_index_phone="0" hover_transition_duration_tablet="300ms" hover_transition_duration_phone="300ms" hover_transition_delay_tablet="0ms" hover_transition_delay_phone="0ms" button_text_shadow_horizontal_length_tablet="0px" button_text_shadow_horizontal_length_phone="0px" button_text_shadow_vertical_length_tablet="0px" button_text_shadow_vertical_length_phone="0px" button_text_shadow_blur_strength_tablet="1px" button_text_shadow_blur_strength_phone="1px" box_shadow_horizontal_tablet="0px" box_shadow_horizontal_phone="0px" box_shadow_vertical_tablet="0px" box_shadow_vertical_phone="0px" box_shadow_blur_tablet="40px" box_shadow_blur_phone="40px" box_shadow_spread_tablet="0px" box_shadow_spread_phone="0px" box_shadow_horizontal_button_tablet="0px" box_shadow_horizontal_button_phone="0px" box_shadow_vertical_button_tablet="0px" box_shadow_vertical_button_phone="0px" box_shadow_blur_button_tablet="40px" box_shadow_blur_button_phone="40px" box_shadow_spread_button_tablet="0px" box_shadow_spread_button_phone="0px" global_colors_info="{}" follow_button="off" url_new_window="on"]

LinkedIn

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Mallory Mifsud

Mallory Mifsud is the Director of Client Relations at Integrated. She brings over three years of experience in wealth management, focusing on coordinating client service and ensuring a smooth, personalized experience. Mallory is dedicated to delivering attentive, professional support and making sure clients’ needs are always a top priority.

Before transitioning to financial services, Mallory worked as a middle school teacher, where she developed strong communication and organizational skills that continue to benefit her work today. She lives in Farmington, Michigan, with her husband, C.J

Email: mm@integratedfas.com • Phone: 248-633-2438[/et_pb_text][et_pb_social_media_follow _builder_version="4.27.4" vertical_offset_tablet="0" horizontal_offset_tablet="0" z_index_tablet="0" button_text_shadow_horizontal_length_tablet="0px" button_text_shadow_vertical_length_tablet="0px" button_text_shadow_blur_strength_tablet="1px" box_shadow_horizontal_tablet="0px" box_shadow_vertical_tablet="0px" box_shadow_blur_tablet="40px" box_shadow_spread_tablet="0px" box_shadow_horizontal_button_tablet="0px" box_shadow_vertical_button_tablet="0px" box_shadow_blur_button_tablet="40px" box_shadow_spread_button_tablet="0px" text_shadow_horizontal_length_tablet="0px" text_shadow_vertical_length_tablet="0px" text_shadow_blur_strength_tablet="1px" global_colors_info="{}"][et_pb_social_media_follow_network social_network="linkedin" url="https://www.linkedin.com/in/mallory-mifsud" _builder_version="4.27.4" background_color="#007bb6" vertical_offset_tablet="0" vertical_offset_phone="0" horizontal_offset_tablet="0" horizontal_offset_phone="0" background_color_gradient_direction_tablet="180deg" background_color_gradient_direction_phone="180deg" background_color_gradient_stops_tablet="#2b87da 0%|#29c4a9 100%" background_color_gradient_stops_phone="#2b87da 0%|#29c4a9 100%" background_color_gradient_start_position_tablet="0%" background_color_gradient_start_position_phone="0%" background_color_gradient_end_position_tablet="100%" background_color_gradient_end_position_phone="100%" z_index_tablet="0" z_index_phone="0" hover_transition_duration_tablet="300ms" hover_transition_duration_phone="300ms" hover_transition_delay_tablet="0ms" hover_transition_delay_phone="0ms" button_text_shadow_horizontal_length_tablet="0px" button_text_shadow_horizontal_length_phone="0px" button_text_shadow_vertical_length_tablet="0px" button_text_shadow_vertical_length_phone="0px" button_text_shadow_blur_strength_tablet="1px" button_text_shadow_blur_strength_phone="1px" box_shadow_horizontal_tablet="0px" box_shadow_horizontal_phone="0px" box_shadow_vertical_tablet="0px" box_shadow_vertical_phone="0px" box_shadow_blur_tablet="40px" box_shadow_blur_phone="40px" box_shadow_spread_tablet="0px" box_shadow_spread_phone="0px" box_shadow_horizontal_button_tablet="0px" box_shadow_horizontal_button_phone="0px" box_shadow_vertical_button_tablet="0px" box_shadow_vertical_button_phone="0px" box_shadow_blur_button_tablet="40px" box_shadow_blur_button_phone="40px" box_shadow_spread_button_tablet="0px" box_shadow_spread_button_phone="0px" global_colors_info="{}" follow_button="off" url_new_window="on"]

LinkedIn

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Quinn Raftery

Quinn Raftery is a Senior Investment Consultant for Integrated Fiduciary Advisory Services. Quinn began his professional career in 2000 in research sales, helping pension funds, mutual funds, and hedge funds invest in European and UK listed companies. Over a 15-year career in research sales, Quinn held positions at various investment banks, including JP Morgan and Oddo et Cie. In 2018, Quinn helped found Cambium Analytica, a Traverse City-based biotech company and was an outside consultant for institutional asset managers. Quinn is a member of the Economic Club of Grand Rapids. He is a graduate of the University of Colorado with a B.A. in E.P.O Biology and holds a FINRA Series 65 license as Investment Advisor.

Outside of work, Quinn is married to his wife, Hillary, and is the proud and loving father of four children.

Email: qr@integratedfas.com • Phone: 248-952-9054

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LinkedIn

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Ethan Hackstock

Ethan Hackstock, Candidate for CFP® certification, is a Financial Analyst for Integrated. Ethan is eager to contribute to the team by bringing fresh ideas and a strong work ethic. He is particularly interested in alternative investments and is responsible for overseeing the firm’s wealth platform.
Ethan is a recent graduate from Michigan State University with a degree in finance and a minor in financial planning and wealth management. During his time at MSU, he developed a strong foundation in financial planning principles, investment strategies, and wealth management techniques, which he is excited to apply in a professional setting.

While studying, Ethan completed an internship at Plante Moran, where he gained hands-on experience in financial analysis, client relationship management, and portfolio construction.
Outside of work, Ethan enjoys traveling, wakesurfing, golf, and pickleball. He is happiest, living an active lifestyle balancing professional pursuits with personal interests. His passion for these activities reflects his drive for continuous improvement and ability to thrive in dynamic environments.
Ethan's combination of academic knowledge, practical experience, and pursuit of professional certification positions him as a valuable asset to Integrated's team and its clients.

Email: eh@integratedfas.com • Phone: 248-952-9054

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LinkedIn

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Kristen Andrews

Kristen Andrews is the Director of First Impressions at Integrated. She is responsible for day-to-day, ever-changing priorities and maintaining healthy business partnerships relationships with clients. Prior to joining Integrated, Kristen spent over 7 years in the mortgage industry in processing and underwriting and 9 years in management.

Kristen holds a Bachelor’s Degree in Business Management with a Minor in Marketing from Baker College. She resides in West Bloomfield with her husband, Alex, and their two boys, Emmett and Silas.

Email: ka@integratedfas.com • Phone: 248-952-9054

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LinkedIn

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