Why We Do What We Do
At IntegriGen, we believe true character is shown by how you act when no one else is watching; integrity is maintained by being honest and fair, while doing what’s fundamentally right. In this way, we honor our ethics and our principles. We value honesty and professionalism, and ask the same of our clients in return.
Brad Glickman has been in the business since 1995, and Samantha Fraelich-Rohe since 2000. Having risen through the ranks at our previous firm, we combine old school expertise with millennial savvy – something you may not find at another firm, and which is a unique combination.
“We work well together. We have the same sense of moral capacity and integrity. So it made a lot of sense for us to get together and start our own business.” – Brad Glickman, CFP®
We greatly value our firm’s independence, because we’re able to put the interests of our clients first and foremost. We do what’s best for our clients, not what’s best for a large institution. We've worked in the financial services business for over 35 years combined. Our respective strengths and shared values well position our firm to assist our clients for the next 35 years and more.
We invest time in our clients’ futures; we believe that trust is earned, and shouldn’t be taken for granted. We grow our business by building relationships.