SAN DIEGO, CA –Independent Financial Group, LLC (IFG) has announced that two of its affiliated financial advisors have been named to the Working Mother/SHOOK Research Top Wealth Advisor Moms list for 2021. The advisors are Mary Huntley of Prescott, Arizona (AZ) and Kathy Keadle of Augusta, Georgia (GA).
“Mary and Kathy have worked tremendously hard to build their businesses while raising their incredible families. IFG is very proud to support them and their teams in pursuing their professional goals,” said David Fischer, IFG Co-Founder. “On behalf of myself and the entire IFG team, I want to congratulate Mary and Kathy on this accomplishment.”
Mary is a Certified Financial Planner™ and serves as Head of Cambium Wealth and Legacy Strategies. A 20-year financial services industry veteran, she and her team joined IFG in 2014. Mary currently serves on the Arizona Community Foundation of Flagstaff Board of Advisors and has previously served on various local public and private boards, including the Camp Verde Chamber of Commerce, YES The ARC, Yavapai County Community Foundation, Flagstaff’s STEM City, Zoning, and Ordinance Review Committees. Mary earned her B.A. in Biology from William Jewell College before starting her career in financial planning.
Kathy is the Founder of Keystone Financial Services, Inc. and has over 25 years of experience in the financial services industry. Since 2005, Keystone Financial Services has worked with power company employees throughout the Southeast, specializing in the intricacies of power company employees’ pensions and savings plans. She is also the Founder of Keystone Foundation for Financial Education, a non-profit providing financial literacy to underserved communities. Kathy holds the CFE Certified Financial Educator® designation and earned her degree from The University of Georgia.
The fifth annual Working Mother Magazine/SHOOK Research list of Top Wealth Advisor Moms has expanded to feature 500 of the most successful mothers working in financial advising today. For the full list and further information visit: https://www.workingmother.com/2021-wkm-top-wealth-advisor-moms.
Methodology
SHOOK Research considered women advisors with a child 21 or younger still living at home. The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Working Mother receive compensation from the advisors or their firms in exchange for placement on a ranking. For more information, see shookresearch.com.
About Independent Financial Group
Independent Financial Group, LLC (IFG) is a privately held independent broker-dealer based in San Diego, California. Founded in 2003, IFG provides an array of business solutions supporting more than 640 independent financial professionals across 389 offices nationwide. IFG was named among the “Fastest Growing Private Companies in the US” by Inc. 5000 in 2020 for the eighth time since 2010. San Diego Business Journal ranked IFG “#12 Among the Largest Private Companies in San Diego” in 2020. To learn more about IFG, visit ifgsd.com.