Our members
The people behind
the network
Behind Integrated Advisory is a team of advisors who built the model and continue to apply it in practice every day. When you join, you work directly with them.
Our team spans two organizations...
Some members hold leadership roles across both the Integrated Advisory Network and WealthCo Group of Companies, our founding member firm.
Others are dedicated solely to the network.
Leadership Team
David Udy
Founder
Ed Hofstede
Vice President. Member Relations
Sophie Blais
President, Network Standards
David Garcia
Director of Member Education
Danielle Williams
Head of Member Growth
Member Relations and Success
Christina Andrews
Lead Member Relations
Abigail Akpan
Manager, Partner Success
Member Advisory Council
The Integrated Advisory Network is shaped by the practitioners who use it every day.
Member Name
Title / Designation
Member Name
Title / Designation
Member Name
Title / Designation
Meet the rest of our team
Jeff Dyck
VP, Risk Management & Insurance Advisory
Yan Song
Controller
Nanu Parhar
Senior Advisor, Risk
Rob Margeson
Associate Wealth Planner
Riley Vandenheuvel
Financial Operations Coordinator
Neeraj Paredeshi
Senior Insurance Advisor
Ilijaz Gunic
Client Service Administrator
Bryton Udy
Marketing & Communications Director
Dave Makarchuk
Chief Investment Officer
Michelle Shiers
Executive Assistant / Business Services Manager
Howard Wong
Senior Wealth Advisor
Dabjani Saha
Manager, Investment Operations
Shawn Samuel
Compliance Analyst
Lindsay Doell
Lead, Insurance Operations
Maria Claveria
Client Service Administrator
Noah Arvisais
Content Specialist
Claude Spencer
Manager, Investment Advisory & Planning Services
Keri Bradford
Business Services Administrator
Owen Komperdo
Senior Wealth Planner
Leah Fochuk
Director, People & Culture
Smarika Duggal
Associate Wealth Planner II
Kit Bekkers
Associate Advisor Insurance
Ryan Tod
Associate Wealth Advisor
Jonah Glas
Investment Operations Administrator
Curious if this could work for your firm?
The most useful next step is a conversation. We’ll walk through how the model works in practice and help you assess whether it aligns with your firm and your clients.