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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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David Young, CFA*

Chief Investment Officer

David Young is the Founder and Chief Executive Officer of Anfield Capital Management, LLC. With 26 years of investment experience, David has worked with many…

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Peter Van De Zilver, CFA*

Member, Investor Advisory Committee

Peter is Director of Portfolio Analytics and Risk Management at Anfield Capital. He analyzes Anfield’s strategies to assess risk across asset classes and assesses the…

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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®) andthe founder of Capital Management Group (CMG), a family-owned, independent financial services firm that has over 30 years…

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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

Advisor Service Associate

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 Relationship Manager

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

Relationship Manager

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 Relationship 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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Maria Ferrara

Director of First Impression

Maria joined IWM in 2019 as the Administrative Assistant providing administrative support for the team. Her efforts include; communicating information to and from our clients…

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