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  3. The IntegriGen Team

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 45 years combined. They have assisted multi-generational clients and their families, and truly understand the important touch points 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.

Learn more about our founders.

Learn about our investment process.

Who we are

  • Our team
  • Partner bios
  • In The Community
  • Our purpose

The Importance of Working with a CFP®

The Importance of Working with a CFP® CERTIFIED FINANCIAL PLANNER™ is a distinguished distinction to bear; people often don’t recognize its importance. Anyone could call himself or herself a “financial planner.” Only those who have fulfilled the certification and renewal requirements of the CFP Board can display the CFP® certification mark, which represents a high level of competency, ethics, and professionalism.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Maryland Financial Group Inc. a registered investment advisor. Maryland Financial Group Inc. and IntegriGen Wealth Management are separate entities from LPL Financial.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states:
Samantha: CA, CO, DC, FL, ID, IL, MA, MD, NJ, NY, OH, OR, PA, TX, VA
California Insurance License#4216178
Brad: CA, CO, DC, DE, FL, ID, IL, MA, MD, MN, NH, NJ, NY, OH, PA, SC, TN, VA 
California Insurance License# 4216216

2600 Tower Oaks Blvd. Ste. 220
Rockville, Maryland 20852

  •  Tel: 301-251-1005
  •  samantha@integrigenwealth.com
  •  brad@integrigenwealth.com
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