Integrated Financial Solutions Group

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


close

Team photo for Integrated Financial Solutions Group
Team photo for Integrated Financial Solutions Group

View Larger


Advisors

Advisor photo for Heidi Bashara Raine

Heidi Bashara Raine

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Heidi Bashara Raine's website
Advisor photo for Valerie McLeod-Tyler

Valerie McLeod-Tyler

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Valerie McLeod-Tyler's website
Advisor photo for Jennifer Terrano

Jennifer Terrano

Associate Financial Advisor

Visit Jennifer Terrano's website


Team

Angela Ianni

Angela Ianni

Client Service Coordinator,

Paraplanner
Julie Boardman

Julie Boardman

Client Service Coordinator