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

    Dave Colón

    Chief Executive 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