Team
Our advisors represent a wide range of financial disciplines, enabling us to take a holistic approach to your needs and provide comprehensive investment and planning services tailored for you. We have built alliances with other financial professionals, including CPAs and attorneys, to ensure all aspects of your finances are properly aligned and your financial objectives remain in focus.
Michael Patton is a CERTIFIED FINANCIAL PLANNER Professional who works closely with clients to help formulate an investment strategy based on their needs. Once a strategy is put in place, Michael works closely with clients to monitor...
Greg DeGray works closely with the IPA team to address the needs of their clients and help them pursue their financial goals. Greg enjoys working with a variety of people and helping them overcome any financial hurdles they face. Greg...
Kirstin Chmara is a financial associate who specializes assisting advisors in long-term care and investment planning. Prior to joining Investment Planning Advisors, Kirstin was with First Community Wealth Management and Scott &...