San Diego, CA – March 6, 2025 – Independent Financial Group, LLC (IFG), a San Diego-based, privately held independent broker-dealer, has announced key executive promotions within its leadership team. Scott Davis has been promoted to Senior Vice President and Chief Financial Officer, and Sarah Kreisman has been elevated to Senior Vice President and General Counsel.
Scott joined IFG in 2019 as Controller. As SVP & CFO, he oversees financial management, accounting, analysis, reporting, commissions, and treasury functions for Independent Financial Group LLC and Independent Financial Group Inc. He holds a Series 27 license and serves as the firm’s Financial and Operations Principal. Prior to joining IFG, Scott served as CFO for Acadia Healthcare’s Comprehensive Treatment Division. He previously was Controller of Technology & IT for YP (formerly AT&T Interactive) and held various financial leadership roles at Discovery Communications (now Warner Bros. Discovery). Scott earned his MBA in Finance from American University and is a California-licensed CPA.
“I’m honored to be entrusted with the role of CFO and grateful for the opportunities IFG has provided me,” said Davis. “We have a strong team in place, and we are all working to accelerate the firm’s already strong growth while providing high quality support and service to our advisors.”
Sarah joined IFG in 2018 as Chief Legal Counsel and Vice President of Compliance. As SVP & General Counsel, she will take on additional responsibilities related to corporate legal matters and initiatives, while continuing to oversee legal and regulatory inquiries – both firm and representative-related – and managing FINRA, SEC, and state examinations of the firm and its representative branches.
Prior to IFG, Sarah spent over a decade at E*TRADE Financial in various compliance roles, including Director of Regulatory Affairs and Chief Compliance Officer for E*TRADE Clearing. Earlier in her career, she served as Vice President and Assistant General Counsel at Pershing, where she supported key initiatives such as the formation of Pershing Trading Company and the launch of Pershing’s advisory platform. Sarah later joined SunAmerica Securities (which became AIG Financial Advisors), where she held leadership roles in compliance and legal departments, ultimately serving as Associate Counsel. She holds a B.A. in Art History from Emory University and a J.D. from Seton Hall School of Law, as well as FINRA Series 7, 24, and 63 licenses.
“I feel so lucky to be part of such an incredible organization,” said Kreisman. “The last seven years have been the best of my career, and I’m thankful every day for the opportunity to make a difference and support both our representatives and our business partners. I look forward to continuing to help IFG achieve its goals of growth and providing first-in-class support and service. The best is yet to come!!”
About Independent Financial Group
Independent Financial Group, LLC (IFG), is a privately held independent broker-dealer in San Diego, California. Founded in 2003, IFG supports over 600 independent financial professionals across more than 400 offices nationwide with a comprehensive suite of business solutions. IFG is an eight-time winner of the Inc. 5000 list of “Fastest Growing Private Companies in the US.” The San Diego Business Journal ranked IFG #7 among the Largest Private Companies in San Diego in 2022 and 2023. In 2024, Financial Planning Magazine ranked IFG 3rd for women as a percentage of producing representatives and 7th for financial advisor payout, while InvestmentNews ranked the firm in the top 10 for payout and account assets. Financial Advisor Magazine listed IFG as the 15th largest national independent broker-dealer and #2 for privately held broker-dealers based on gross revenue in 2025.
To learn more about IFG, visit ifgsd.com.