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Brian N
CFP®, Series 66, Series 63
Remote
Integrated Financial Planning Services
Brian Nush is a CFP® with 12 years of experience in financial services. He has worked at Charles Schwab and First Command in various roles since 2013. Outside of his advisory work, he co-hosts the ScissorTail Nation Podcast, which focuses on the USL Championship soccer league. He is with Integrated Financial Planning Services (IFPS), which offers investment supervisory services and financial planning primarily for individual and high-net-worth clients. The firm uses a long-term, model-based investment approach and conducts due diligence on third-party model portfolios implemented through Charles Schwab.
Jennifer P
CFP®, Series 63
Orlando, FL
Integrated Financial Planning Services
Jennifer Poore is a CFP® with 20 years of industry experience and is currently affiliated with Integrated Financial Planning Services in Orlando, FL. She has served as COO and CFO of Integrated Loyalty Systems since 2004. Outside of her advisory role, she assists in writing books focused on improving patient experiences in hospitals. Integrated Financial Planning Services provides ongoing portfolio management and financial planning for individual and high-net-worth clients, utilizing mutual funds, equities, bonds, and ETFs. The firm emphasizes fundamental analysis and a long-term investment approach, conducting regular portfolio reviews without discretionary trading authority.
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