We are so pleased to welcome the team and clients of Integrated Financial Strategies, LLC (IFS) into the Obsidian family. We are confident that the alignment of values, practices, and culture between our firms will make this a win for everyone.
By bringing on the IFS team, including Jay Wilen, Anne Heydrick, and Jill Dunagan, we will continue to offer the highest level of service to all of our clients. We look forward to sharing more about Obsidian Planning Solutions in the next several weeks, and if you have any questions about this exciting addition to our family, please don’t hesitate to contact us.
