Mark Perrault is a CFP® professional with 16 years of industry experience. He is currently with Intergy Private Wealth, LLC and has previously worked at Northwestern Mutual in various roles from 2009 to 2021. Perrault serves on the investment committee of Discover Goodwill, a nonprofit organization in Colorado Springs. Intergy Private Wealth advises individuals, trusts, estates, pension and profit-sharing plans, and corporate entities, offering discretionary portfolio management, financial planning, and specialized consulting services. The firm integrates in-house portfolio construction with third-party managers through Dynasty Financial Partners’ platform and employs multiple analytical approaches for investment management.

Geoffrey Schaefer is a CFP® professional with 10 years of industry experience. He is currently with Intergy Private Wealth, LLC, where he has worked since 2021. Prior to that, he spent five years at Northwestern Mutual in various roles. Intergy Private Wealth serves individuals, trusts, estates, pension and profit-sharing plans, and corporate entities, offering discretionary portfolio management, financial planning, and specialized consulting services. The firm combines in-house portfolio construction with access to third-party managers and employs a range of analytical approaches, managing assets across multiple account types.

Cole Anderson is a financial advisor with Intergy Private Wealth, LLC in Colorado Springs, CO. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior roles include positions at Kestra Advisory Services, Collins Wealth Management, and Charles Schwab, among others. Intergy Private Wealth manages approximately $602.6 million for a range of clients including individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, creating tailored portfolios and utilizing third-party managers alongside in-house strategies.

Charles Dunn is a CFP® professional with 16 years of experience in the financial services industry. He is currently with Intergy Private Wealth, LLC, where he has worked since 2021. Prior to that, he spent over a decade at Northwestern Mutual in various capacities including wealth management and investment management. Intergy Private Wealth advises individuals, trusts, estates, pension and profit-sharing plans, and corporate entities, offering discretionary portfolio management, financial planning, and specialized consulting services. The firm combines in-house portfolio construction with access to third-party managers and utilizes multiple analytical approaches alongside technology tools to manage a broad range of client assets.