Integrated Financial Strategies, LLC

CONNECT

Address:

9841 Broken Land Parkway, Suite 115
Columbia, MD 21046

Phone:

410 309-5862

Fax/Other:

410 309-5864

Associates

JAY WILEN, President and Financial Planner

Jay Wilen, Integrated Financial Strategies, financial planner

Jay has been helping people make smart decisions about their financial life and money for over 27 years.  As a financial planner, he is devoted to making sure his clients receive objective and thorough advice.  He has personally completed over 1,400 financial plans.  Since every plan is customized, his attention to every detail is a characteristic that sets Integrated Financial Strategies, LLC apart from other planning firms.

He earned a Bachelor of Science from the University of North Carolina in Business and Finance.

Jay is an Eagle Scout and remains very active in the local Boy Scouts of America.  In his spare time, he enjoys camping, hiking, and reading Investment Advisor magazine.  He lives in Annapolis Maryland with his wife of over 30 years.  They have two grown sons.  Jay can be reached at jwilen@integratedfinancialstrategiesllc.com

Check the background of this investment professional on FINRA's brokercheck (www.FINRA.org/brokercheck).

Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS), 7101 Wisconsin Ave, Suite 1200, Bethesda, MD 20814.  Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, 301-907-9030.  Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY.  PAS is an indirect, wholly-owned subsidiary of Guardian.  Integrated Financial Strategies, LLC is not an affiliate of PAS or Guardian.                                  

PAS is a member of FINRA, SIPC

ANNE HEYDRICK, Director of Planning

Anne has worked with Jay on the financial planning side  of the business since 2009.  She has a unique perspective in that she and her husband were planning  and investment clients for  years prior to joining the firm.

Anne graduated from McDaniel College and earned a MBA in Finance from Loyola College.  She is married and has two grown sons and lives in Ellicott City.  Anne enjoys cycling, hiking, watching sports and spending time with friends and family.  Anne can be reached at  aheydrick@integratedfinancialstrategiesllc.com

 

 


Jill Dunagan, Client Relations Assistant

Jill joined Integrated Financial Strategies in August of 2015 as our Client Relations Assistant.  She is responsible for customer service requests, database management, insurance processing, and client communications.  Her prior work experience includes working as an auditor for a public accounting firm and as a financial analyst in the banking industry.

Jill graduated with a BBA from University of Georgia, earned an MBA from University of Baltimore, and her CPA certificate.  She is married with one son and three daughters and resides in Ellicott City.  Jill enjoys watching her kids play soccer and collegiate sports, reading, and walking her dog.  Jill can be reached at jdunagan@integratedfinancialstrategiesllc.com

 

Reghan Swenson, Graphic Design Specialist

Reghan started working with Integrated Financial Strategies in January of 2011 as our Graphic Design Specialist.  She is responsible for graphic design projects, including newsletters, mailers, and cards, etc.  Her prior work experience includes marketing and graphic design in various industries around the country as well as special education teaching during her time in Maryland. 

Reghan graduated with a BS in Business Administration with a focus on Marketing from The University of Montana.  She is married with one son and two daughters and resides in San Antonio, Texas. Reghan enjoys watching many different sports as well as watching her kids play soccer and baseball, traveling, being involved with PTAs at the local schools, and enjoying the outdoors.

 

 

 

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck