Advisors at this firm
Kenneth C
Series 63, Series 65
Bloomfield Hills, MI
Integrated Capital Management
Kenneth Coe is a financial advisor at Integrated Capital Management with 50 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Integrated Capital Management since 2016, with prior experience at Purshe Kaplan Sterling Investments and First Heartland Capital, Inc. In addition to financial advising, he is licensed to offer fixed insurance products, including life, long-term care, and disability insurance. Integrated Capital Management advises individuals, high-net-worth clients, trusts, charitable organizations, and businesses, with expertise serving professionals such as physicians, corporate executives, and small business owners. The firm provides comprehensive financial planning, discretionary portfolio management, and retirement plan consulting, utilizing a written planning process that incorporates client-specific compensation and tax considerations to inform customized asset allocation decisions.
Eric S
CFP®, Series 63
Bloomfield Hills, MI
Integrated Capital Management
Eric Seger is a Certified Financial Planner® with 25 years of industry experience. He is a principal advisor at Integrated Capital Management in Bloomfield Hills, MI, and has worked at Purshe Kaplan Sterling Investments and First Heartland Capital. Seger serves as a board member at Michigan State University’s AES program and delivers monthly financial presentations for the Older Person’s Commission. Integrated Capital Management advises individuals, high-net-worth clients, trusts, charitable organizations, and businesses, with particular expertise working with professionals such as physicians and corporate executives. The firm provides comprehensive financial planning and discretionary portfolio management, incorporating client-specific compensation and tax complexities into personalized investment strategies.
Cathy N
Series 63, Series 65
Bloomfield Hills, MI
Integrated Capital Management
Cathy Navarreross is a financial advisor with Integrated Capital Management, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked at Integrated Capital Management since 2016 and previously at First Heartland Capital, Inc. Outside of her advisory role, she is involved in charitable work as the vice president of the Lions Club in Hadley, MI, and has experience distributing essential oils. Integrated Capital Management serves individuals, high-net-worth clients, trusts, charitable organizations, and businesses, with specialized experience advising professionals such as physicians and corporate executives. The firm provides comprehensive financial planning, discretionary portfolio management, and retirement plan consulting, using a written financial-planning process that incorporates client-specific tax and compensation factors into customized asset allocations.
John D
Series 63, Series 65
Bloomfield Hills, MI
Integrated Capital Management
John Devine is a financial advisor at Integrated Capital Management with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JP Morgan Securities LLC, JP Morgan Chase Bank N.A., and Northwestern Mutual. Integrated Capital Management serves individuals, high-net-worth clients, trusts, charitable organizations, and businesses, with a focus on professionals such as physicians, corporate executives, and small business owners. The firm follows a written financial-planning process to guide customized asset allocation, managing client accounts primarily on a discretionary basis and incorporating client-specific tax and compensation factors into portfolio recommendations.
Brian F
CFP®, Series 66
Bloomfield Hills, MI
Integrated Capital Management
Brian Franke is a CFP® professional with 18 years of industry experience. He is a principal and private wealth advisor at Integrated Capital Management, where he has worked since 2016. Prior to that, he spent seven years at First Heartland Capital Inc. Franke serves on the executive board of Michigan State University. Integrated Capital Management advises individuals, high-net-worth clients, trusts, charitable organizations, and businesses, with expertise serving professionals such as physicians and corporate executives. The firm provides comprehensive financial planning and discretionary portfolio management, using a written planning process to tailor asset allocation and incorporate client-specific compensation and tax complexities.
