Integrated Financial Resources, Inc.

Robert Thompson is a financial advisor with Integrated Financial Resources, Inc. in Toledo, OH, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Integrated Financial Resources since 2000 and concurrently at Concorde Asset Management and Concorde Investment Services since 2012. Thompson also holds insurance licenses and provides life and long-term care insurance services to clients. Integrated Financial Resources, Inc. offers financial planning and discretionary account management primarily for individuals and various other client types, focusing on mutual funds and variable annuity sub-accounts. The firm employs a long-term buy-and-hold investment approach combined with fundamental, technical, and cyclical analysis, managing most accounts on a discretionary basis with regular client reporting.

Thomas Halsey is a financial advisor with Integrated Financial Resources, Inc. in Toledo, Ohio. He holds a Series 63 designation and has 43 years of industry experience. His career includes roles at Concorde Asset Management and Concorde Investment Services since 2012, and he has been with Integrated Financial Resources since 2001. In addition to advising, he provides income tax preparation services during tax season. Integrated Financial Resources, Inc. offers financial planning and discretionary account management primarily for individuals, focusing on mutual funds and variable annuity sub-accounts. The firm manages approximately $11.3 million in assets across about 21 client accounts and employs a long-term buy-and-hold investment approach using fundamental, technical, and cyclical analysis.

John Ross is a Certified Financial Planner® with over 40 years of experience in the financial services industry. He has been with Integrated Financial Resources, Inc. since 1985 and also holds roles at Concorde Asset Management and Concorde Investment Services. Outside of his advisory work, Ross is a member of the University of Toledo Varsity T-Club and the Fellowship of Christian Athletes, where he provides occasional financial assistance and preaching. Integrated Financial Resources, Inc. offers financial planning and discretionary account management primarily to individuals, pension and profit-sharing plans, trusts, estates, charities, and business entities. The firm emphasizes a long-term buy-and-hold investment approach using fundamental, technical, and cyclical analysis to manage mutual funds, annuities, ETFs, stocks, and bonds.