Gregory Fowler is a CFP® and principal owner of Integrated Capital Planning LLC with five years of experience in financial advising. He also owns Fowler and Co., Inc., where he provides tax and accounting services, which constitute the majority of his professional time. Additionally, he serves as a consultant with The Mountain Group, LLC, offering financial modeling, project management, and forensic accounting services. Integrated Capital Planning LLC offers financial planning, investment management, retirement plan consulting, and personal tax return preparation to individuals, high-net-worth clients, family trusts, and businesses. The firm uses modern portfolio theory to implement both passive and active strategies and integrates its advisory services with the affiliated accounting practice owned by Mr. Fowler, supporting coordinated tax and accounting solutions.

Stephen Andrusko is a CFP® professional with three years of industry experience. He has worked at Integrated Capital Planning LLC since 2023 and previously held roles at Stifel and Ameriprise Financial. Integrated Capital Planning LLC is a small, state-registered advisory firm managing approximately $29.9 million for individual and high-net-worth clients, family trusts, and businesses. The firm combines passive and active investment strategies grounded in Modern Portfolio Theory and integrates financial planning with tax and accounting coordination through an affiliated public accounting practice.