Our Partners in our
IFP Network

Independent Financial Partners, an SEC Registered Investment Advisor Firm, is owned by our Founding Private Wealth Advisors as well as former Wealth Advisors that serve on our executive team. This has allowed us to create an eco-system where partners collaborate with one another in their areas of expertise. We believe having a diverse team of professionals working together and sharing ideas is beneficial to the clients we serve. We have offices located throughout the United States and through our network we have Wealth Advisors that specialize in the areas needed to provide a multi-disciplinary approach to wealth management.

Lexington, KY

John D. Davis, AAMS

Garrett L. Headley

Garrison Headley

Suzanne Lusby

Office Coordinator

Brianna Hines

Director of Operations

Josh Dunn

Stevie Hightman

Director of Business Management

Hastings, NE

Preston Englund

Founder & Financial Advisor

Courtney Bumgardner

Operations Assistant

Stacy Kerr

Operations Assistant

Lane Bernstrauch

Financial Advisor

Matt Johnson

Financial Advisor

Alex Thayer

Financial Advisor

Turner Tinant

Financial Advisor

Brady Lollman

Financial Advisor

Alexandria, LA

John Carroll C(k)P®, AIF®, CRPC®, AAMS®, ARPC®

CEO, Wealth Advisor

Trey Woodrum AIF®

Cocoa Beach, FL

Justin Connors, AIF®, MBA

Founder and CEO, Wealth Advisor

Olivia Covey

Client Services Manager

Victoria Murnane

Client Service Associate

Pat Palmer

Client Service Associate

Jacob Goodbread

Investment Research Associate

Lona Lang

Director of First Impressions

Oregon, OH

Dustin Alexander

President & Lead Advisor

Nathan Boyer

Associate Weatlh Advisor

Stacie LaFaso

Operations Associate

Manistee, MI

Nicholas K. Callesen, CMT, AIF

Chief Executive Officer/ Wealth Advisor

Jandin Miller, CFP

Vice President of Operations / Wealth Advisor

Aaron Gilman, CFA, CFP

Chief Investment Officer at Independent Financial Partners

Pete Nunley, CFA

Director of Asset Management at Independent Financial Partners

Norah Benson

Marketing & Event Coordinator / Client Service Manager

Ann Wilkosz

Administrative Assistant

Beau Downard

Compliance/Administrative Coordinator

Tampa, FL

Jeff Acheson

Certified Private Wealth Advisor®

Jody Henley, COO

Director - Client Services

Elle Moser, V.P.

Director - Retirement Plan Services

Tyler Acheson, V.P.

Director - New Relationship Development

Aaron Gilman*

Chief Investment Officer

Pete Nunley*

Director - Asset Management

Jake Muehlschlegel*

Alternative Investments Analyst

Todd Anderson

Administrative Staff

Troy Toulouse, CPA

Ecosystem Affiliate