Mark Perrault is a CFP® with 17 years of industry experience, currently serving as an advisor at Intergy Private Wealth, LLC since 2021. He previously worked with various Northwestern Mutual entities from 2009 to 2021. Perrault serves on the investment committee for the nonprofit Discover Goodwill. Intergy Private Wealth provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses, managing over $500 million in client assets with a small advisory team. The firm uses a variety of analytical approaches and strategies, including ESG criteria and alternatives, often implementing advice through third-party managers and a model/TAMP platform.

Geoffrey Schaefer is a CFP® with 10 years of industry experience, currently serving at Intergy Private Wealth, LLC since 2021. Prior to that, he spent five years at Northwestern Mutual in various capacities, including wealth management, investment services, and life insurance. He is also a licensed insurance agent. Intergy Private Wealth provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm manages over $500 million in client assets using a variety of analytical approaches and offers access to third-party managers and separately managed account programs.

Cole Anderson is a financial advisor with Intergy Private Wealth, LLC in Colorado Springs, CO, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Kestra Advisory Services, LLC, Collins Wealth Management, Inc., and Charles Schwab. Intergy Private Wealth provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm uses a variety of analytical approaches and strategies to construct individualized portfolios, leveraging third-party managers and technology platforms to manage over $500 million in client assets with a compact advisory team.

Charles Dunn is a CFP® professional with 17 years of industry experience, currently working at Intergy Private Wealth, LLC since 2021. He previously held positions at Northwestern Mutual in various capacities from 2009 through 2021. Intergy Private Wealth provides investment advisory and financial planning services to individuals, trusts, retirement plans, and business clients, offering portfolio management and consulting with access to third-party managers and separately managed account programs. The firm employs various analytical approaches and strategies to construct and manage individualized portfolios while leveraging a compact advisory team to manage over $500 million in client assets.