Fresno, CA Office

Erica York is a financial advisor with Integrated Wealth Concepts LLC in Fresno, CA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has previously worked at firms including Wells Fargo Clearing, Raymond James Financial Services, and Ameriprise Financial Services. York also serves as a Senior Operations Associate at M.S. Howells & Co, a broker-dealer. Integrated Wealth Concepts provides financial advisory services to individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and sponsors wrap-fee programs, utilizing customized portfolios with a focus on long-term strategies and a combination of internally managed and third-party assets.

Kyle Trippel is a financial advisor at Integrated Wealth Concepts LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Laurel Wealth Advisors, among others. Trippel serves as board treasurer for Fresno/Madera Youth for Christ and is a board member of River Park Little League. Integrated Wealth Concepts LLC 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, emphasizing customized portfolios with a long-term investment approach alongside model and wrap fee program options.

Christopher Conner is a CFP® with 29 years of industry experience, currently serving as an advisor at Integrated Wealth Concepts LLC. He is a founding partner of Strong Valley Wealth & Pension, where he conducts his advisory business under that name. Mr. Conner holds a California insurance license and has been licensed since 2001 to sell fixed life and long-term care insurance products. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors operating under various d/b/a names. The firm offers discretionary investment management, financial planning, consulting, family office, and retirement plan advisory services, implementing customized portfolios with a long-term focus and utilizing both internal management and third-party asset managers.

Kate Lunn is a CFP® with 22 years of industry experience and is currently affiliated with Integrated Wealth Concepts LLC. She has held roles at firms including Wells Fargo Advisors, UBS Financial Services, and RBC Capital Markets. Aside from her advisory work, she co-owns a mini storage business with her spouse. Integrated Wealth Concepts serves a diverse client base including individuals, families, trusts, estates, and businesses through a network of independent financial advisors. The firm offers discretionary investment management and financial planning, utilizing customized portfolios and a long-term investment approach supported by third-party custodians.

Adam Tirapelle is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and 65 credentials and 21 years of industry experience. He previously worked at firms including Laurel Wealth Advisors, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory role, Mr. Tirapelle serves as an assistant wrestling coach at Clovis High School. Integrated Wealth Concepts LLC serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a primarily long-term investment approach with customized portfolios constructed from mutual funds, ETFs, individual equities, and fixed income.

Jason Rankin is a CFP® with 22 years of industry experience, currently serving as an advisor at Integrated Wealth Concepts LLC. His prior experience includes roles at Strong Valley Wealth & Pension, M.S. Howells & CO, Laurel Wealth Advisors, and Wells Fargo. He holds a California insurance license and has been licensed to offer fixed life and long-term care insurance products since 2011. Integrated Wealth Concepts 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, utilizing customized portfolios with a long-term investment approach combined with shorter-term trading for rebalancing or cash needs.