About Us
At Integrated Financial Solutions Group, our commitment is to listen to your specific concerns.
Rather than a discussion agenda that is advisor-driven, our process is built on a foundation of helping develop YOUR agenda, through the use of strategic tools to clearly identify and quantify your Goals, Objectives, Fears and Concerns.
Our consultative approach starts there, and continues with the delivery of financial education resources that are laser focused on your highest priorities. While IFSG University is host to hundreds of educational videos, E-seminars, case studies and articles, Integrated Advisors specialize in finding the proper learning prescription based on a thorough diagnosis of your financial needs.
Our Advisors
The clients of Integrated Financial benefit from many decades of experience in financial services on the part of our advisors.
Mark A Trewitt - CLU, ChFC, AEP, CFP® - Managing Partner
Mark is a specialist in the field of financial, estate and asset protection. Beginning his second quarter century, Mark has been helping clients plan and achieve financial independence and security since 1981. Over twenty years ago, Mark founded Doctors Referral Service (DRS) of North Texas (www.doctorsreferralservice.com), and works with some of Dallas’ foremost physicians and leading business executives. Mark and his wife, Romalyn, live with their two sons in Plano, where they are members of Prestonwood Baptist Church.
John Brady - Financial Advisor
In 2008, John joined our firm adding more than eighteen years of financial services experience to our team. He started his career at New York Life and later transitioned to private practice. John has spent the last decade working primarily with business owners as an independent financial advisor. As a coach and teacher at heart, John shares Mark’s passion for helping clients (and their families) reach their full financial potential. John resides in Frisco with his wife, Betsy, and their four children. John enjoys coaching various youth sports, and spending time with family and friends. John and family are members of Prestonwood Baptist Church, where John teaches Sunday school.
Glenn Martini - MBA, OSJ Manager and Financial Advisor
Glenn joined our firm in 2009. He has enjoyed an entrepreneurial career in high technology, specialty automotive and personal finance that spans over two decades. In addition to the support role Glenn serves in with Integrated Financial, Glenn will be serving in a larger compliance support role for VFG Securities. Glenn and his wife have four children, and are members of First Presbyterian of Dallas.
Britt Kolesar - MBA, CFP® - Financial Planning Manager
Britt joined our firm in August 2008 and assists with all planning templates, processes and implementation. She currently resides in Dallas and attends Fellowship Church in Plano.
Integrated Financial Solutions Group Staff
We are proud to have a strong and experienced staff who strive for excellence. Our team goes above and beyond to see that our clients’ needs are taken care of in a prompt and efficient manner.
Romalyn Trewitt – Partner & Financial Operations Manager
Romalyn has been “married to the boss” since December, 1988 and is an integral part of the team. As needed, she assists with cost containment and profit enhancement initiatives. She is a graduate of Kansas State. Romalyn and Mark reside in Plano with their two sons and attend Prestonwood Baptist Church.
Terri Bogley – New Business and Securities Manager
Terri joined our firm in January, 2006, following a move from Maryland. She manages new business processing and tracking and has over ten years’ experience in the brokerage industry. Terri and her husband Wes live in Frisco with their daughter, Kendall. She is also an advocate for the Cystic Fibrosis Foundation.
Janet Blazek – Client Relations and Marketing Manager
Janet has been with our firm since November of 2006. She manages the client and investment educational events. A graduate of Harvard, Janet is a native Texan who lives in Dallas. She is an active member of the Harvard Club of Dallas and Holy Trinity Catholic Church.
Sandy Redmon – Communications Administrator
Sandy joined our firm in September of 2009, with a diversified background that includes technical, sales and administrative experience. Sandy and her husband, James, live in Frisco with their dog, Radar. She attends St. Francis of Assisi Catholic Church in Frisco. When you call or visit our office, she is the first person to greet you!
Brent Jahnke - Customer Service Associate
Brent recently joined our firm in January 2011, and handles all customer service issues and requests. Brent played three years of college baseball before receiving his Bachelor of Science in Personal Financial Planning from Texas Tech University. Brent is eligible to sit for the CFP® Exam and plans on completing the exam in 2012.
