Integrated Investment Consultants, LLC

Ryan Essenmacher is a financial advisor at Integrated Investment Consultants, LLC with a Series 65 designation. He has been with the firm since 2025 and has prior experience working at golf clubs and in full-time education. Integrated Investment Consultants serves a broad client base including individuals, pension plans, trusts, nonprofit organizations, and corporations. The firm employs a fundamental analysis and Modern Portfolio Theory-based approach, offering customized investment management, wealth management, and retirement plan consulting services.

Jeffrey Petherick is a CFA® charterholder with 17 years of industry experience. He is currently with Integrated Investment Consultants, LLC and has worked at Northpointe Capital, LLC since 2000. Integrated Investment Consultants serves a diverse client base including individuals, pension plans, trusts, nonprofits, corporations, and government entities. The firm employs a fundamental analysis and asset-allocation approach based on Modern Portfolio Theory, offering tailored portfolios through a range of investment vehicles and providing specialized consulting for family offices, nonprofit endowments, and plan sponsors.

Avery Hasenauer is a CFP® with 10 years of industry experience currently with Integrated Investment Consultants, LLC. He has held prior roles at Rehmann Capital Advisory Group, Rehmann Financial Network, Gleaner Financial, Sigma Financial Corporation, Bank of America, and Merrill Lynch. Integrated Investment Consultants serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and government entities, offering investment management, wealth management, and retirement plan consulting. The firm employs a fundamental analysis and asset-allocation approach grounded in Modern Portfolio Theory and provides specialized consulting for family offices and nonprofit endowments.

Christopher Mac Kenzie is a CFP® with nine years of industry experience. He is currently with Integrated Investment Consultants, LLC and has previously worked at Gregory J. Schwartz & Co., Inc., Telemus Capital, LLC, and Lucas & Cardenas, P.C. Integrated Investment Consultants serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and government entities. The firm employs a fundamental analysis and Modern Portfolio Theory-based asset allocation approach, offering discretionary and non-discretionary investment management, wealth management, and retirement plan consulting.

Adam Rivett is a financial advisor with Integrated Investment Consultants, LLC in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at Resources Investment Advisors since 2019 and Gwfs Equities, Inc. since 2016, with prior roles at American Fidelity from 2014 to 2016. Outside of his advisory work, he owns an Etsy business specializing in woodworking projects such as tables, wall art, and shutters. Integrated Investment Consultants serves a diverse client base including individuals, pension plans, trusts, and nonprofit organizations, offering investment management, wealth management, and retirement plan consulting. The firm combines fundamental analysis with Modern Portfolio Theory in its investment approach and is involved with pooled alternative vehicles and affiliated private offerings for accredited investors.

Matthew Croissant is a financial advisor with Integrated Investment Consultants, LLC, holding a Series 66 designation and 19 years of industry experience. He has been with Integrated since 2015. Croissant serves as a trustee for a parents trust. Integrated Investment Consultants serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and government entities. The firm combines fundamental analysis and Modern Portfolio Theory in its investment approach, offering tailored portfolios and specialized consulting for family offices, nonprofit endowments, and plan sponsors.

Adam Braatz is a financial advisor at Integrated Investment Consultants, LLC in Bloomfield Hills, MI, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Bank of America, N.A., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Timpani Capital Management LLC. Integrated Investment Consultants serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and government entities. The firm employs an investment process that combines fundamental analysis with asset allocation based on Modern Portfolio Theory and offers both discretionary and non-discretionary management across a range of investment vehicles.

Christopher Forte is a financial advisor with Integrated Investment Consultants, LLC in Bloomfield Hills, Michigan. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. He has been with Integrated Investment Consultants since 2015. Outside of his advisory role, he serves as a trustee for a family member. Integrated Investment Consultants serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and government entities. The firm employs an investment process based on fundamental analysis and Modern Portfolio Theory, offering tailored portfolios and specialized consulting for family offices, nonprofit endowments, and plan sponsors.

Todd Wagenberg is a financial advisor with Integrated Investment Consultants, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Integrated Investment Consultants since 2015. Integrated Investment Consultants serves a diverse client base, including high-net-worth individuals, pension plans, trusts, charitable organizations, corporations, and government entities. The firm employs a fundamental analysis and asset-allocation approach grounded in Modern Portfolio Theory, offering discretionary and non-discretionary investment management, wealth management, and retirement plan consulting.

Dena Soule is a financial advisor at Integrated Investment Consultants, LLC with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Integrated Investment Consultants since 2015. The firm serves a wide range of clients including individuals, pension plans, trusts, and charitable organizations, offering investment management, wealth management, and retirement plan consulting. Integrated combines fundamental analysis with an asset-allocation framework based on Modern Portfolio Theory and employs a variety of investment vehicles tailored to client risk tolerances and circumstances.