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The Integrated Wealth Management Team

The Integrated Wealth Management team possesses the professional experience typically associated with larger national firms but delivers personal service with the agility, passion, and creativity of a boutique firm. In the end, a company is only as great as its people.

Brent S. Pine, CPA, CFP®

President, Chief Executive Officer

Brent Pine, President is a Certified Financial Planner (CFP®) and Certified Public Accountant (CPA) who has worked in the financial services industry since 1987. Brent…

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Craig Harting

Chief Operations Officer

Craig is the Chief Operating Officer and currently also serves as the Chief Compliance Officer. Most of his work is done “behind the scenes” to…

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Curt Zeigler, CFP®

Investment Advisor Affiliate

Curt is a Certified Financial Planner (CFP®) and the founder of Capital Management Group (CMG), a family-owned, independent financial services firm that has over 30…

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Mark Jones

Senior Vice President

Investment Advisor Affiliate Mark Jones brings more than 27 years of experience in financial services to the management team of IWM. With experiences ranging from…

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Luke Pine

Director of Operations

Luke Pine graduated from Chapman University in 2017 with a BA in Strategic Business & Corporate Communication, with an emphasis in Finance and Leadership. He…

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Anna Dillon

Senior Client Service Associate

Anna joined IWM in 2013 as a member of the Service Team. She has worked in various roles including Chief Compliance Officer and is currently…

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Emily Schmidt

Senior Client Service Associate

Emily has worked for IWM for five years following a successful ten years in customer service in other industries. Emily works with Mark Jones to…

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Stacy Jones

Client Service Associate

Stacy joined IWM as a Client Relationship Representative in 2017. After working in the Dental Management field for over 20 years she is planning on…

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Austin Jones

Client Support Associate

For three years Austin worked as an IWM Summer Intern and has served as a full-time Client Relationship Associate since 2019. Austin’s hardworking, focus and…

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Susan White

Director of First Impressions

Susan joined IWM in May 2021. Susan brings with her strong executive administrative duties and exceptional client services from her past employment within corporate law,…

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