Auburn, CA Office

Natalie Litchfield is a financial advisor with IFC in Auburn, CA, holding Series 65 and Series 66 licenses and possessing 13 years of industry experience. She worked at Edward Jones from 2012 to 2017 before joining IFC and Insurance Marketing, Inc., where she has been since 2017. In addition to her advisory role, Litchfield operates as a self-employed insurance agent specializing in life insurance and fixed/indexed annuities. IFC provides advisory services to individuals, trusts, pension and retirement plans, and businesses, focusing on financial planning, consulting, and investment management. The firm emphasizes active account monitoring with regular client reviews and employs institutional mutual funds and ETFs, often utilizing independent sub-advisors.

Shiloh Penn Henry is a financial advisor with IFC holding a Series 65 designation and is based in Auburn, CA. Henry has no prior industry experience and has previously worked in the banking and hospitality sectors, as well as serving in the US Army. IFC provides advisory services to individuals, trusts, pension and retirement plans, and businesses, offering financial planning, consulting, and investment management. The firm uses no-load, load-waived, or institutional mutual funds and ETFs in portfolio construction, implements independent sub-advisors, and conducts ongoing account monitoring with quarterly reviews and annual client meetings.

Evan Naves is a financial advisor at IFC with one year of industry experience. He holds a Series 65 designation and previously worked at Umpqua Bank and The Ridge Golf Club. IFC provides advisory services to individuals, trusts, pension and retirement plans, and businesses, offering financial planning, consulting, and investment management. The firm uses no-load, load-waived, or institutional mutual funds and ETFs, engages in active account monitoring, and serves as a fiduciary for retirement accounts.

Garrett Konrad is a financial advisor with IFC in Auburn, CA, holding a Series 65 designation and bringing 10 years of industry experience. He has held leadership roles outside of finance, serving as President of Konrad Auto Group since 2013 and as Chief Financial Officer of the charitable organization Upper Hand, Inc. since 2005. IFC provides advisory services to individuals, trusts, pension and retirement plans, and businesses, focusing on financial planning, consulting, and investment management. The firm employs portfolios primarily composed of mutual funds and ETFs, engages in active account monitoring, and offers periodic educational seminars open to non-clients.

Peter Konrad is a Series 65 credentialed financial advisor with IFC, bringing 10 years of industry experience. He has a background in automotive sales as president of Konrad Auto Group, LLC, and leads Upper Hand, Inc., a charitable organization. IFC provides advisory services to individuals, trusts, pension and retirement plans, and businesses, focusing on financial planning, consulting, and investment management with portfolios typically composed of mutual funds and ETFs. The firm conducts active account monitoring, offers discretionary trading authority, and provides educational seminars accessible to both clients and the public.