Rockwall, TX Office

Michael Kolacz is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked at Independent Financial Group since 2023 and previously was with International Assets Advisory, LLC for seven years. He also co-manages Epstein & Kolacz Wealth Management, where he has been involved since 1982. Outside of advisory work, he provides estate planning legal services and assists clients with college tuition negotiation through separate consulting roles. Independent Financial Group is a large advisory and brokerage firm serving individuals, trusts, corporations, and plan sponsors with integrated investment advisory programs, financial planning, and retirement services. The firm utilizes a combination of in-house and third-party investment models to deliver tailored strategies and operates both as a registered investment adviser and an active broker-dealer.

Bradley Epstein is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked at Epstein & Kolacz Wealth Management for 20 years and has roles in related tax and accounting businesses, including Epstein & Company PC and EB Tax Advisors PLLC. Epstein is also involved in providing consulting services through BRAD EPSTEIN CPA PLLC. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement services, utilizing a combination of in-house and third-party investment models delivered through multiple platforms.