At Integrated Financial Solutions we assist you in managing your financial affairs, providing services such as budgeting, investment planning, tax strategy, retirement planning, and risk management. We offer personalized advice to optimize your financial health, allowing you meet your financial goals, and navigate complex financial decisions.
Our comprehensive consulting services are designed to address the unique challenges and opportunities faced by local churches today. We partner with you to develop strategic plans, enhance financial stewardship, cultivate leadership, and supporting your church’s mission while helping you achieve sustainable growth.
Our team of professionals have years of experience helping our clients reach their goals.
Integrated Financial Solutions share common ownership with the other companies mentioned in this website. All employees are dually employed with each company mentioned in this website. Clients may engage the services of either company individually or in conjunction. Planning and advisory services described above are offered through Summit Wealth Group, LLC is a Registered Investment Advisor (“RIA”), under the Securities Exchange Commission, (“SEC”). Summit Wealth Group provides asset management and related services for clients nationally. Summit Wealth Group will file and maintain all applicable licenses as required by the state securities boards and/or the SEC, as applicable. Summit Wealth Group, LLC renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Summit Wealth Group, LLC provides prospective clients with a copy of our current Form ADV, Part 2A and relevant ADV Part 2B (s), and ADV Part 3 Form CRS prior to commencing an Advisory relationship. Existing clients will receive a copy on an annual basis. However, at any time, you can Contact Us to request a hardcopy. If you have any questions regarding Compliance and Regulatory information, please contact Summit Wealth Group, LLC. Contact SWG Form CRS the same as form CRS. Let the subject in CRS say requesting your form CRS. © Copyright 2024 Integrated Financial Solutions, LLC.
As the founder and CEO of Integrated Financial Solutions, Ted brings more than three decades of financial planning experience to his clients.
As a Certified Financial Planner, Ted focuses on financial planning for high net wort individuals and business owners whether they are just getting started, preparing for retirement, or experiencing a sudden life event.
Ted began his financial services career with Wells Fargo in 1989. By 1992 he had been promoted to Vice President and Regional Sales Manager.
In 1996, Ted transitioned to the role of Managing Director and was responsible for managing brokerage, investment management, private banking, trust, and insurance operations for a region of the Private Client Services Group.
In 2000, Ted returned to relationship management for the Private Bank. He served as a Senior Vice President and the senior partner of a team of investment professionals in Northern California.
In 2010, Ted founded Summit Wealth Group and in 2013 Summit Wealth Group became a Registered Investment Advisor. Summit Wealth Group is currently registered with the Securities and Exchange Commission as a national Registered Investment Advisor.
In 2021 Summit Wealth Group added a second location in Tulsa Oklahoma as well as client service locations in Texas, Arizona, and Florida.
Today, Summit Wealth Group has custodial relationships with Charles Schwab and LPL Financial while serving clients in 16 states with assets totaling over $130 million.
In 2022, Ted formed Integrated Tax Solutions to help current and future clients with tax planning and preparation as well as business formation. Since then, Integrated Tax Solutions has merged with three existing tax practices and now serves over 400 households and business with personal tax, bookkeeping, and payroll services.
Ted is an ordained minister and has served for over 20 years as an Executive Pastor. Integrated Financial Solutions continues to consult church leadership teams throughout the country. He is actively involved in serving his community through various non-profit organizations and at Guts Church in Tulsa, Oklahoma.
Ted and Andrea live in Tulsa Oklahoma and have two adult children, two daughters-in-love, and three grandsons.
Luke began his professional career in the field of Information Technology, where he excelled at bringing clarity to complex technical problems. However, he soon discovered a deep passion for helping individuals with their finances, and he was determined to turn his candid money-based conversations into a fulfilling career.
Luke has a rich history of actively providing tax advice to a diverse range of clients, including high-net-worth individuals and small business owners. His expertise extends beyond the realm of personal taxes, making him a trusted resource for those with more complex financial situations.
Whether it’s providing personalized tax advice to high-net-worth individuals or assisting small business owners in navigating the complexities of tax planning, Luke brings a wealth of experience and a deep understanding of the unique needs of his clients. His track record of delivering relevant advice and his commitment to excellence make him a go-to resource for individuals seeking comprehensive tax solutions.
Beyond his professional pursuits, Luke enjoys indulging in his personal interests. When he’s not helping clients, he can be found competing in Highland Games competitions, immersing himself in fantasy novels, and searching for the perfect fried chicken sandwich. Luke also enjoys experimenting with new recipes alongside friends and family, creating memorable moments together. Luke serves at GUTS Church, where he supports their mission of ‘Helping Others Win’. Most importantly, he cherishes the time spent with his wife, Rebeckah, and their three sons, Andrew, Elijah, and Gideon.
After spending several years as a Legal Secretary in criminal law, Stephanie brought her administrative skills to the financial and tax industry.
While primarily working out of the Fairfield location, Stephanie manages office operations for all locations. Stephanie brings an excitement for building relationships with clients and creating seamless interactions.
Stephanie is a lifelong Solano County resident where she and her husband have raised 3 adult children and now enjoy being grandparents. When Stephanie isn’t in the office, you might find her serving at her local church, volunteering for the Solano County Search and Rescue team, or enjoying a local coffee shop.
Cole graduated from the University of Tulsa with a Bachelor’s degree in Marketing. During his years at TU, he was a three-year letter winner on the football team. After his football career, Cole was drafted by the Kansas City Royals and pitched in the organization for over four years. Following his athletic career, Cole achieved his Juris Doctorate from the University of Tulsa College of Law and began working for the Rogers County District Attorney’s Office. Taking his passion for sports and people, Cole is the owner and founder of Brave Performance Agency, which specializes in NIL contract agreements. As our newest Private Client Associate, Cole brings a wealth of knowledge and experience to the Summit team.
During his free-time, Cole enjoys serving the youth in his local church, date nights with his wife, Kasee, and playing sports with his two boys, Walker and Cooper.
Rico joins our California team as a part-time Private Client Associate while he continues to serve as Chief of Police for a local municipality. He holds a MPA from the University of San Francisco. His journey into financial planning began by facilitating Financial Peace University and now serves as a coordinator teaching FPU nationwide. He enjoys spending time with his wife, Deanna, and five children, living an active lifestyle, serving in ministries, playing sports, watching movies, and vacationing.
For over 60 years, W Kent Todd has been involved in many areas of accounting and tax work. Starting with military accounting then moving into large retail accounting and finally into small business accounting and personal and business income tax work.
For the last 43 years, W Kent Todd has had experience in every type of business both large and small. His experience includes income tax work including personal and corporate partnerships, LLC’s, estates, trusts, and gift tax returns.
Within his private practice, Kent is dedicated to serving clients nationally. His commitment to fast yet accurate bookkeeping, payroll, and tax preparation has earned the respect of the business and financial community.
Dick began his public accounting career in 1970 in the audit division of a large national accounting firm. The auditing experience gave him exposure to many industries and helped develop understanding of how businesses operate and how proper internal control functions.
Soon after, Dick started his own firm doing audits and preparing tax returns for individuals, corporations, LLCs, partnerships, and non-profits. He also consulted with clients regarding business formation, understanding financials, cash flows, and many other subjects.
Dick wrote a series of articles on “How to Get Ready for an Audit” for the Church Administrator magazine. He also wrote a chapter on accounting for a book titled The ABCs of Church Administration for a church denomination publication.
Dick has been active in professional organizations such as the Oklahoma Society of Certified Public Accountants (OSCPA) and the Tulsa chapter of the OSCPA. He served in all officer positions within these organizations, including President. Dick also served as the OSCPA representative to the American Institute of Certified Public Accountants while president of the OSCPA.
In his free time, Dick enjoys outdoor activities, such as fishing, and spending time with his family.
Danica is an Oklahoma State University Accounting graduate with over 24 years of experience. Starting her career in the corporate world, Danica worked in multiple areas within accounting such as: general, cash, construction, and accounts receivable. In 2016, Danica joined a small family-owned accounting practice, which increased her accounting knowledge in payroll, financial reporting, and income tax accounting for small businesses and individuals. With over two decades of experience, Danica has developed all the tools necessary to support her clients and their tax needs.
Danica enjoys spending time with her family, friends, two dogs, and bunny. She also loves hanging out by the pool and rooting for her Oklahoma State Cowboys!
Solomon is joining Summit Wealth Group as a Client Services Associate. Solomon joins us from a Tulsa Credit Union where he worked as a Credit Union Advisor. Solomon is currently completing an MBA at Oral Roberts University. In his free time, Solomon enjoys spending time with his wife, trying new foods, and working out. Solomon is actively involved in serving at his local church.
Mitchell graduated in 2021 from the University of Tulsa with a degree in Accounting and a minor in Political Science. Through past internships and positions, Mitchell has a rich background in individual and nonprofit tax, bookkeeping, market research, and portfolio analysis. He loves connecting and cultivating relationships with clients in order to help them set and achieve their financial goals.
Mitchell has been married to his wonderful wife, Annie, for two years and enjoys their household full of pets. In his free time, he enjoys playing and listening to music, and spending time with his closest friends.
Lashia graduated from Missouri Southern State University with her Bachelor’s degree in Business Administration and Accounting. With her years of accounting and tax experience, Lashia continues to help businesses grow into their full potential.
Lashia is motivated by building meaningful relationships to impact and steward success in the life of her clients.
When Lashia is not in the office, you will find her serving in the local church, cooking, and spending time with her nieces and nephews.
Pam is originally from St. Louis Missouri, but has made Oklahoma her home since 1980. Pam has spent the last 20 years of her professional career perfecting her skills in payroll, human resources, and bookkeeping.
In her free time, Pam loves spending time in the stillness of the country with her husband, Robert and miniature Dachshund, Lehla. She also enjoys cooking, gardening, and watching Oklahoma Sooner football.
Sheryl is a native Texan but has been happily transplanted in Oklahoma since 2001. A wife, mother, and grandmother of two, Sheryl retired from Oral Roberts University in 2020, having served for 18 years as an administrative assistant. After acquiring bookkeeping skills, Sheryl accepted a part-time position at the Broken Arrow tax firm in 2022. Sheryl cultivates a welcoming and friendly atmosphere in the office for both clients and co-workers.
During her time off, Sheryl loves to camp with her husband Roy and their Golden doodle, Layla, in their vintage motor home. She also rides a Harley, is active in her local church, and loves to crochet in her spare time.
Andrea has been doing life with Ted since 1990 which includes raising two amazing sons together.
As the Integrated Tax Solutions Office Manager, Andrea brings over two decades of experience to the team.
When Andrea is not working, she enjoys her three grandsons, bible study, and trying out new air fryer recipes.
Kate graduated from Oral Roberts University with a degree in Global Ministry and the Marketplace and went directly into full-time Ministry at her local church following graduation.
With a passion for helping people win and stewarding an atmosphere of excellence, she is driven to elevate systems, procedures, and programs. As a lifelong Tulsa resident, Kate recently married her high school sweetheart in July of 2022. When Kate is not in the office, you will find her serving the local church, playing pickleball, enjoying coffee with friends, and cheering on her husband, Brody, at the golf course.
Kayleigh graduated from Oral Roberts University in 2022 with a Communication degree. She recently joined our team, bringing with her almost two years of experience in various service roles with a local credit union.
Beyond her professional endeavors, Kayleigh enjoys spending quality time with her family, pursuing her passion for art and baking, exploring, and shopping in Tulsa. She is actively involved in serving in her church alongside her husband, Joshua.
