At Integrated Planning, we practice a team approach to problem solving. Our central area of expertise is developing and implementing a custom financial blueprint for you and your success. We don’t pretend to be all things to all people.
      That’s why we have partnered with disciplined professionals who believe in our philosophy, yet contribute by delivering the best service in their respective fields, which in turn maximizes your potential. They do what they do best, and we do what we do best– build your success.

Meet our Team Members and check back often for new arrivals.

Brian Layman, JD, CPA, M. Tax
Zollinger, D’Atri, Gruber, Thomas & Co.

James R Newman, CPA
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