IntegriGen’s founders, Samantha Fraelich-Rohe and Brad Glickman, have been in the financial services business for over 50 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.
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. Since Brad and Samantha can often finishes each other's sentences, if anything ever happens to either one, the other could step in and deliver the same disciplined process and experience the clients expect.
Brad Glickman is a CERTIFIED FINANCIAL PLANNER TM Professional and a founding partner at IntegriGen Wealth Management. Brad has over 25 years of experience in the wealth management business with the goal of helping people pursue what...
Samantha Fraelich-Rohe is a CERTIFIED FINANCIAL PLANNER™ Professional and Founding Partner of IntegriGen Wealth Management in Rockville, Maryland. Samantha has over 21 years of experience in the wealth management business...
Lacey joined IntegriGen Wealth in 2021 as an Operations Associate and serves as administrative support to Brad and Samantha and their clients. She grew up on a small farm in Mantua, Ohio, eventually, she made her way to the “big...
Office Manager And Marketing Specialist
Director Of First Impressions
Natalie joined IntegriGen Wealth in 2022 as Director of First Impressions. Her experience as a Medical Receptionist, running her own childcare business for over a decade and her welcoming personality, has made her customer service...