About Us



Hello, 

We have over 100 years of combined wealth management experience in our group, but pride ourselves on ensuring a generational mixture of perspectives to best inform and adapt to the opportunities of today and those of tomorrow. 

While financial planning and other vertical specialties such as estate planning and family office services are foundational in our practice, we believe that developing ones unique Purpose Architecture™ is the key to integrating and truly achieving the right impact for self, family, community and future generations. 

We deliver this via a bespoke and personalized process and set of systems. One that can better integrate all the typically disparate pieces in your wealth picture. And deliver meaningful life outcomes along with the retention and transfer of knowledge that’s critical to sustaining success and your collective purpose along the way.

Purpose Architecture™ is our process. Helping people live it daily is our passion. 
 
We look forward to hearing from you and starting the journey.  

Sincerely, 

Team IFC


Marc Ackerman

Managing Partner | Chief Purpose Officer

    Nhaman Pelphrey

    Chief Compliance Officer | Wealth Advisor

      Francois Viljoen, CFA

      Co-Chief Investment Officer | Wealth Advisor

        Craig Thomas

        Chief Financial Officer | Co-Chief Investment Officer

          Eric Zurbrugg, CFP®

          Managing Director | Wealth Advisor

            Marco Mendoza

            Managing Director | Wealth Advisor

              Rex Jones

              Managing Director | Wealth Advisor

                Trent Walters

                Vice President | Family Office Services

                  Mick Meylor

                  Vice President | Wealth Advisor

                    Liberty Padilla

                    Vice President | Client Relationships

                      Stephanie Hunter

                      Assistant Vice President | Client Relationships

                        Courtney Kwan

                        Assistant Vice President | Family Office Services

                          Kennedy Reardon

                          Assistant Vice President | Advisor

                            Mario Colace

                            Associate | Private Client Services

                              AJ Bartko

                              Associate | Investment Analyst