When performance exceeds expectation, you've been Integrated.
 
Mark Hayek Vice President & Senior Financial Advisor
 

Mark Hayek, who joined Integrated Wealth Management in August 2009, has 22 years of experience in the financial services field, sixteen of which were spent working with individual investors at UBS Financial Services Inc. as Vice President-Investments and Retirement Planning Consultant. Prior to UBS, he counseled high net worth entertainment clients and their advisors on behalf of Kemper Securities. Mark focuses on retirement planning and has exceptional knowledge in the area of wealth preservation strategies through estate planning and trusts. He has worked with large estates in divisions and complex lifestyle planning. Mark is a member of the Desert Estate Planning Council and serves on its board as treasurer.

As Vice President & Senior Financial Advisor at Integrated Wealth Management, Mark helps clients take charge of the financial issues that may arise as a result of major life events by customizing investment strategies to pursue each client’s unique needs.

 
 
Financial Advisors
Jim Casey
President & CEO
Mark Hayek
Vice President & Senior Financial Advisor
Brandt Kuhn
CERTIFIED FINANCIAL PLANNER®
Reesa Manning
Vice President & Senior Financial Advisor
Mark Marshall
Vice President & Senior Financial Advisor
   
©2010 Integrated Wealth Management | Proxy Voting Policy | Disclaimer
The Form ADV contains important information about the advisory services, fees, business, and background and the experience of advisory personnel. Form ADV Part 1 is publicly available and may be viewed at http://www.adviserinfo.sec.gov