The IntegriGen Team
Get to Know Our Founders
IntegriGen’s founders, Samantha Fraelich-Rohe and Brad Glickman, have been in the financial services business for over 35 years combined. They have assisted multi-generational clients and their families, and truly understand the important touchpoints throughout the various financial phases and life stages. They are both CERTIFIED FINANCIAL PLANNER™ professionals.
Samantha and Brad have been personal friends for many years, and they extend their sense of friendship and family to their clients. Samantha and Brad bring to IntegriGen their unique personalities and styles; and they both point to their ability to communicate effectively as a reason for their successes in building long-lasting relationships.
“People tend to feel instantly comfortable around us. We hear all the time: ‘I can’t believe I’m telling you this… I’ve never told this to anyone.’ We appreciate this, as we want our clients to feel at ease and open up to us.” – Brad Glickman, CFP®
While both founders work with many different types of clients, Samantha specializes in assisting widowed and divorced women, who may need additional hand-holding throughout those transitional periods in their lives; Brad focuses on helping clients who are moving from an accumulation phase to a distribution phase in retirement.
Samantha and Brad become the trusted advisors, and work closely with CPAs, estate attorneys, and other relevant professionals. This continuity ensures that everyone is on the same page.
IntegriGen’s founders complement and support each other. Together, Samantha and Brad strive to ensure that the needs of each IntegriGen client are fully met.