IFC

Natalie Litchfield is a financial advisor at IFC with 13 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Edward Jones from 2012 to 2017. In addition to her advisory role, she is a self-employed insurance agent providing life insurance and fixed/indexed annuity advice and sales. IFC offers investment advisory and financial planning services to individuals, trusts, pension and retirement plans, and businesses, managing approximately $110 million in client assets. The firm uses a team-based approach and constructs portfolios primarily with mutual funds and ETFs, providing both discretionary and non-discretionary account options.

Rebecca Harper is a financial advisor at IFC with a Series 65 designation and one year of industry experience. She has been involved with Bekki Harper Financial, LLC since 2015 and Sea Star, LLC since 2003. IFC provides investment advisory and financial planning services to individuals, trusts, pension and retirement plans, and businesses, managing approximately $110 million in client assets with a team of seven advisors. The firm offers written financial plans, one-on-one consultations, and ongoing investment management using mutual funds, ETFs, and independent sub-advisors.

Evan Naves is a Series 65-licensed financial advisor at IFC with one year of industry experience. Prior to joining IFC, he worked at Umpqua Bank and held various roles in education and hospitality. IFC provides investment advisory and financial planning services to individuals, trusts, pension and retirement plans, and businesses. The firm manages approximately $110 million in client assets with a team of seven advisors, offering written financial plans, consultations, and ongoing investment management using mutual funds, ETFs, and independent sub-advisors.

Garrett Konrad is a financial advisor at IFC with a Series 65 designation and nine years of industry experience. He has been involved with IFC and Insurance Marketing, Inc. since 2009. Outside of his advisory work, Konrad serves as president of Konrad Auto Group, an auto sales business, and is the chief financial officer of Upper Hand, Inc., a charitable organization. IFC provides investment advisory and financial planning services to individuals, trusts, pension and retirement plans, and businesses, managing approximately $110 million in client assets with a team of seven advisors. The firm offers written financial plans, one-on-one consultations, and ongoing investment management using mutual funds, ETFs, and independent sub-advisors.

Ira Starr is a financial advisor with IFC in Asheville, NC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with IFC and Insurance Marketing, Inc. since 2020 and has been the managing member of Myth Free Financial, LLC, an educational and coaching platform related to his published book, since 2015. Additionally, he operates as a sole proprietor in insurance sales. IFC is a team of seven advisors managing approximately $110 million in client assets, offering investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm uses mutual funds and ETFs for portfolio construction, provides ongoing investment management, and offers educational seminars and newsletters.

Jason Sherman is a financial advisor with IFC, holding a Series 66 designation and nine years of industry experience. He has previously worked with Cetera Advisor Networks LLC and VOYA Financial Advisors. Sherman is also a co-owner of Spectrum Retirement Solutions LLC, where he provides financial and insurance services. IFC is a team-based firm serving individuals, trusts, pension and retirement plans, and businesses. The firm manages approximately $110 million in client assets and offers financial planning, consultations, and investment management using mutual funds, ETFs, and independent sub-advisors.

Peter Konrad is a financial advisor at IFC with nine years of industry experience and holds a Series 65 designation. He has been involved with IFC and Insurance Marketing, Inc. since 2000. Outside of financial advising, he serves as president of Konrad Auto Group, an auto sales business, and Upper Hand, a charitable organization, both based in Auburn, CA. IFC provides investment advisory and financial planning services to individuals, trusts, pension and retirement plans, and businesses, managing approximately $110 million in client assets with a team of seven advisors. The firm offers written financial plans, consultations, and ongoing investment management using mutual funds, ETFs, and independent sub-advisors, and operates multiple offices while providing educational seminars and newsletters.