Your Professional Financial Planning Team

A personalized, clear, comprehensive financial plan – isn’t it about time you had one?

LET’S BEGIN

The Vantedge Team

Learn more about our team and see what makes us tick.

Brad Tedrick
CFA®, CFP®
Bio

Luke Schork
LPL Registered Client Service Representative
Bio

Services provided in partnership with Integrated Financial Partners

Paul Saganey
CFP®
Bio

Rob Brown
PhD, CFA
Bio

Richard E. Austin
JD, LLM, CIMA®, CBEC®
Bio

Who is Integrated Financial Partners?

The experienced team of professionals from Integrated Financial Partners provide the back-office support so we can offer a fiduciary level of service, which means ensuring that we are always putting our client’s interests first.

Since 1996, Integrated has been helping financial advisors to achieve their entrepreneurial vision. They offer comprehensive business building services, designed with the truly independent advisor in mind. With over one hundred advisors and twenty regional offices across the United States, Integrated has built their reputation advisor by advisor, client by client. Constructed and grown upon a foundation of empowerment, integrity and trust, they believe in the power that financial advisors have to make a positive impact on people’s lives. Integrated supports us by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, family office platform, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel.

The team at Integrated has our back, so that our only focus is having yours.

Meet the team.

Our Designations

Chartered Financial Analyst (CFA)

The CFA designation is one of the most prestigious in the financial planning world. These individuals are considered specialists in a number of fields, including stocks, bonds, investment management, financial analysis, and more. According to the CFA Institute, the organization that offers this credential, only one in five candidates in the program will become a CFA charter holder.

CERTIFIED FINANCIAL PLANNER (CFP®)

Those that have received their CFP® designation have completed the exam, gained some experience in financial planning, received a bachelor’s degree, and agreed to the code of ethics. These individuals have pledged to look out for their clients’ best interests in all things related to their financial health.