IntegriGen’s founders complement and support each other. As trusted advisors, Brad and Samantha quarterback the process, working closely with CPAs, estate attorneys and other relevant professionals to ensure everyone is on the same page. Together, Samantha and Brad strive to ensure that the needs of each IntegriGen client are fully met. Since Brad and Samantha can often finish 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. 

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.