Meet the professionals who can help pursue your goals

We help individuals and families pursue their ideal retirements.

Meet the Team

At Integrated Financial Group™, you get a knowledgeable, experienced team of financial professionals focused on one thing: Helping you build the best life possible. Our exceptional staff and team of licensed representatives are dedicated to building customized portfolios tailored to your unique life.

James F. Davenport, CFP®

Senior Partner, Co-Founder

Sam C. Clark

Partner, Co-Founder

Les Barber

Partner, Co-Founder

Casey D. Kotter, CFP®, CRPC®

Managing Partner

Cortney Albanese

Partner

Steven C. Fullmer, CFP®

Partner, Co-Founder

Mana Angilau

Operations Specialist

Quinn Ringer

Operations Specialist

Ready for the next step?

For more information about services listed, schedule a meeting today.

Or give us a call:

801.993.0550

801.993.0507

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