The Integrated Wealth Solutions Team
Each of us at Integrated Wealth Solutions has extensive personal and professional experience.
Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products.
We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to help you achieve a more secure financial future.
We’re looking forward to using our knowledge to help you pursue your financial goals.
Meet the Team
Greg Harvey, AIF®
Principal
- Investment Specialist
- Financial Advisor
- Over 25 Years of Industry Experience
- Holds Finance Degree from Emporia State University
- Forbes Best-In-State Wealth Advisor - 2020 - 2023*11-time Five Star Wealth Manager Award Recipient, 2012, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, and 2023**
- Top 5 Investment Advisor Representative with MML Investor Services, LLC 2013-2022
Jon Ingalls
Director of 401(k) Department &
Wealth Management Advisor
- Over 27 Years of Industry Experience
- Holds BA in Business Management from Emporia State University
- FINRA Series 7 Registered
Rebecca Taylor
Director of Investment Operations
- Over 10 years of Financial Services experience
- Holds Bachelors in Business Administration from the University of Kansas
Matt Dieker
Wealth Management Advisor
- Holds Bachelor of Finance from The University of Kansas
- FINRA Series 7 Registered
Scot Michels
Investment Coordinator
- Over 40 Years of Industry Experience
- Holds Bachelors of Management from Webster University
- Portfolio Implementation and Administration
- FINRA Series 7 Registered
John Kinker
Investment Coordinator
- Over 20 Years of Insurance and Financial Industry Experience
- Holds BA from University of Missouri
- FINRA Series 7 Registered
Kelia Sjoberg
Insurance Coordinator
- Over 10 years in the Customer Service and Administration Field
- Over 4 years assisting Synergy Wealth Solutions Agents with MMLIS Insurance & Annuity Products
Tammy Fillion
Director of First Impressions
- Over 10 years of expertise in the financial industry
- Deep understanding of the inner workings of an advisory firm
- Providing top-notch support and ensuring smooth operations
