Jeffrey Bowman is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He has worked at Integrated Wealth Concepts since 2023 and has over 20 years of experience as a principal at Grimbleby Coleman CPAs, Inc. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm provides discretionary investment management, financial planning, family office services, and sponsors wrap-fee programs, utilizing customized portfolios with a combination of mutual funds, ETFs, equities, and fixed income.

Manoj Bains is a financial advisor with Integrated Wealth Concepts LLC in Modesto, CA, holding one year of industry experience. He has prior experience working at Grimbleby Coleman Advisors & Accountants and Encompass Health, including a role as senior manager at Grimbleby Coleman Advisors & Accountants. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach while also managing shorter-term trades and overseeing third-party asset managers.

Jane Johnson Simmons is a financial advisor with Integrated Wealth Concepts LLC in Modesto, CA, holding three years of industry experience. She also serves as a principal at Grimbleby Coleman CPAs, a role she has held since 2004. Integrated Wealth Concepts LLC provides investment management, financial planning, family office, and retirement plan advisory services to individuals, families, businesses, and trusts. The firm employs a primarily long-term investment approach using mutual funds, ETFs, individual equities, and fixed income, and offers a range of model and wrap-fee programs through its network of independent advisors.

Becky Austin is a financial advisor with Integrated Wealth Concepts LLC in Modesto, CA, holding one year of industry experience. She is also a partner at Grimbleby Coleman, a CPA firm where she has worked since 2019. Prior to her advisory roles, she was involved with Crosspoint Community Church for seven years. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios primarily using mutual funds, ETFs, equities, and fixed income.

Chad Van Houten is a financial advisor with Integrated Wealth Concepts LLC and holds a principal role at Grimbleby Coleman CPAs. He has two years of industry experience and has worked at Grimbleby Coleman CPAs since 2013. Integrated Wealth Concepts serves a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios with a long-term investment approach while utilizing shorter-term trades for rebalancing or cash flow needs.

Tambra Davis is a financial advisor at Integrated Wealth Concepts LLC in Modesto, CA, with two years of industry experience. She is also a CPA partner at Grimbleby Coleman CPAs, where she has worked for over 20 years. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office services, and sponsors wrap-fee programs, employing a long-term approach combined with customized portfolios and oversight of third-party asset managers.

Ian Grimbleby is a financial advisor with Integrated Wealth Concepts LLC in Modesto, CA, holding three years of industry experience. He is also a principal at Grimbleby Coleman CPAs, a role he has held since 2010. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, and family office services, utilizing a range of investment strategies including mutual funds, ETFs, equities, and fixed income.

Preston Osbourn II is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He has been a principal at Grimbley Coleman CPAs since 2016. Osbourn also served on the Stanislaus County Estate Planning Council from 2016 to 2020. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a primarily long-term investment approach with customized portfolios across mutual funds, ETFs, equities, and fixed income.

Ryan Root is a financial advisor with Integrated Wealth Concepts LLC, holding two years of industry experience. He has worked at Integrated Wealth Concepts since 2023 and served as a principal at Grimbleby Coleman CPAs since 2021. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers customized portfolios primarily using mutual funds, ETFs, individual equities, and fixed income, and provides discretionary investment management, financial planning, family office, and retirement plan advisory services.

Nathan Miller is a financial advisor with Integrated Wealth Concepts LLC in Modesto, CA, holding three years of industry experience. He is also a principal at Grimbleby Coleman CPAs, where he has worked since 2000. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, using customized portfolios and a combination of internal management and third-party asset managers.

Leeanne Cardoza is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. She is also a partner at Grimbleby & Coleman Accountants, a CPA firm where she has worked for over 12 years. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach supplemented by shorter-term trades for specific needs.

Douglas Deboer is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. He is also a principal at Grimbleby Coleman CPAs, where he has worked for over 15 years. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with mutual funds, ETFs, individual equities, and fixed income.