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Gregory P
Series 66
Atlanta, GA
IFG Advisory, LLC
Gregory Patton is a financial advisor with LPL Financial, holding a Series 66 credential and 14 years of industry experience. He has worked at LPL Financial since 2018 and is also affiliated with IFG Advisory, LLC, where he provides investment advisory services through independent registered investment advisor firms. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment solutions, including model portfolios and third-party asset management, delivered through a large network of investment adviser representatives.
Kirk S
Series 63, Series 65
Atlanta, GA
IFG Advisory, LLC
Kirk Schlenke is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials with seven years of industry experience. His prior roles include positions at LPL Financial, Equity Services, Inc., and National Financial Services Group. Schlenke is also licensed in real estate brokerage in Georgia. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans, offering comprehensive portfolio management, financial planning, and retirement consulting. The firm’s investment approach integrates fundamental, technical, and cyclical analysis, utilizing a combination of in-house management, sub-advisors, and third-party managers.
Sabrina G
Series 63, Series 66
Atlanta, GA
IFG Advisory, LLC
Sabrina Gott Proano is a financial advisor with IFG Advisory, LLC and holds Series 63 and Series 66 licenses. She has 19 years of industry experience, including prior roles at CoreCap Advisors, Ameritas Investment Corp., and Capital Choice Financial Services. Outside of her advisory work, she is involved with Be Charm'd, a home-based non-investment-related business. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm provides comprehensive portfolio management and financial planning, utilizing a combination of fundamental, technical, and cyclical analysis with options for in-house and third-party management.
Crystal E
Series 63, Series 66
Atlanta, GA
IFG Advisory, LLC
Crystal Epstein is a financial advisor at IFG Advisory, LLC with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has been with IFG Advisory and LPL Financial since 2014. Outside of her advisory role, she contributes to journals in a non-investment capacity. IFG Advisory, LLC provides advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment process and offers comprehensive portfolio management, financial planning, and retirement plan consulting services.
Heather H
Series 65
Atlanta, GA
IFG Advisory, LLC
Heather Hoch is a financial advisor at IFG Advisory, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at IFG Advisory since 2021, following roles at OneWealth Investment Management, LLC, One Wealth, LLC, and Jefferson City Schools. Outside of her advisory work, she is involved in insurance sales and client education for accident and sickness and life insurance products. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management and financial planning, employing a multi-faceted investment approach that incorporates fundamental, technical, and cyclical analysis.
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