Meet Your Team

The Integrated WealthCare team is comprised of professionals directly involved in the firm, as well as outside specialists with whom we affiliate. Through our unique and collaborative model, we are able to design comprehensive financial solutions that coordinate all aspects of a physician’s financial life. Our professionals collaborate for your benefit, rather than compete for your interests.

Integrated WealthCare Team

M. Shayne Ruffing, CLU, ChFC, AIF®

Founder and Managing Director

866.694.6292 x101

shayne@iwcglobal.net

Lori G Alvarado

Director of Insurance Operations

866.694.6292 x103

lori@iwcglobal.net

Antonio Santoro

Director of Client Services & Concierge Program Liaison

866.694.6292 x100

antonio@iwcglobal.net

Bionica Lewis

Brand and Marketing Strategist

866.694.6292 x102

bionica@iwcglobal.net

Christine Caswell Prisk

Controller

866.694.6292 x100

christine@iwcglobal.net

Aazaad Roka

Financial Specialist

8666946292 x104

aazaad@iwcglobal.net

Suzanne Jones

Director of Operations

8666946292 x105

Suzanne@iwcglobal.net

First Ascent Asset Management is a partner of Integrated WealthCare, providing back-office support for our investment advisory clients. A completely independent team of chartered financial analysists, operations specialists and financial analysists, First Ascent provides our clients with integrated portfolio construction, trading, account administration, billing, and account reconciliation.

Our investment team includes: