Our Team, On Your Side

Integrated Financial Management was founded in 2000. The goal of our firm always has been to deliver comprehensive, independent financial planning and wealth management services to individuals, families, and businesses.

Based in Lake Charles, Louisiana, we serve many executives and managers from the petrochemical refining industry, as well as small-business owners, surveyors, engineers, physicians, retirees, and pre-retirees throughout Southwest Louisiana and East Texas.

Because our approach always puts your interests first, our client relationships frequently develop into lifetime friendships and working relationships. With the assistance of robust technology, distance generally isn’t an obstacle to our services. While life ushers in constant changes, such as relocations and new family members, we aim to be a constant in our clients’ lives. In fact, many of our clients have relocated to states far from our home base, such as Maine, North Carolina, Georgia, and Florida, with no impact on our client/advisor relationship.

We partner with City National Rochdale to build personalized investment portfolios for our high-net-worth clients.  Click here to learn more.  We pride ourselves on offering the highest levels of personalized service, knowledge, experience, and integrity.

Our team includes: