Mark “Mattis” Sessel

CLU

Advisor

mark@ifgadvisors.com or 203-668-3090

With a wealth of experience in financial services, executive leadership, corporate management and financial planning, Mark expanded IFG Advisors by developing our Denver office. His 30 years of experience culminated in his nine-year role as President / CEO of PFP, a financial services marketing firm. At PFP, Mark led the company’s amazing growth, increasing its value by 350%. Trust, teamwork and employee empowerment define the cornerstones of this success. Over the years, Mark has held the FINRA Series 7, 24, 63 and 65. He earned a BS in Business Administration from the University of Vermont, received his Certified Public Accountant (CPA) designation through the University of Illinois, and was awarded his Chartered Life Underwriter (CLU) designation from the American College. Mark brings his depth of experience and passion to the Denver office where he works with clients using a holistic approach. In addition, his clients receive the added benefit of his extensive business experience in corporate management, family business planning and life coaching. As such, he also serves as guide and sounding board to help his clients develop and implement their life and business plans. Mark enjoys public service and currently serves on the board of the Denver Jewish Community Center where he just completed a term as Treasurer.  Previously he served on the boards of the Economic Development Council for Orange, CT, the Greater New Haven Jewish Federation and the Southern CT Hebrew Academy. With his wife Deborah, they have made their home in Denver, Colorado. Together, they enjoy time with their family taking advantage of the Rocky Mountains as their backyard whether by foot, ski, bike or snowshoe.

Weston Manley

CFA, CPA, CFP^®

Advisor

weston@ifgadvisors.com or 314-614-2370

Weston joined IFG Advisors in 2017 and has been in the financial services industry for the last ten years. He started his career at Deloitte where he specialized in financial audit and business valuation. Before moving into financial planning and wealth management, he spent time in the private equity space at Sterling Partners in Chicago where he was responsible for managing institutional client relationships. Weston is a Certified Public Accountant, Certified Financial Planner™, and holds the Chartered Financial Analyst designation. In addition, Weston earned his master’s degree in accountancy from the University of Missouri – Columbia. Weston is active in the St. Louis community and a board member of the ADL. When not working, Weston enjoys spending time with his wife & daughter, family, and friends as well as working out and playing golf.

Jenni Moser

FPQP™

Director, Client Relations & Firm Data Security

jenni@ifgadvisors.com

Jenni began her career in the insurance industry working with Ted at Northwestern Mutual in 1999 and continues to play an integral role in the success of IFG Advisors, LLC as the Director of Client Relations & Data Management. Jenni manages new investment client onboarding and account establishment, the Life, Disability, Long Term Care, and Group Benefits practice as well as client data management and data integrity. Jenni is a Financial Paraplanner Qualified Professional. Her realm of expertise also includes information technology and client communications. Jenni received a B.S. in Sociology from the University of Missouri St. Louis and has held the FINRA Series 7, 6, & 63. She is also licensed as an agent in Missouri for Life, Disability, and Long Term Care Insurance. Born and raised in David City, NE, Jenni has talents outside of work as she is a lead female vocalist for many St. Louis based entertainment groups.  She also enjoys running and competing in triathlons and duathlons. Above all, Jenni loves spending time with her husband and her two sons.

J. Logan Fuller

CFA, CFP^®

CIO and Advisor

logan@ifgadvisors.com

Logan came to Saint Louis in 2007 to perform investment management and financial planning for IFG Advisors’ clients. As the firm’s CIO, he is responsible for our broad investment philosophies as well as directing the implementation and ongoing management of our client’s customized investment programs. Logan works with his select clients on their broader financial lives, providing highly customized comprehensive financial planning. Understanding the value of both holistic financial planning and institutional quality investment management, Logan believes that combining and excelling at both are critical for a family’s long-term financial success. In this spirit, he has pursued and completed requirements for two professional designations. In 2012 he was awarded the prestigious Chartered Financial Analyst designation, considered the gold standard for investment analysts and portfolio managers globally. In 2007, he obtained the designation of CERTIFIED FINANCIAL PLANNER™ , a rigorous designation covering all aspects of the financial planning process. Prior to his move to Saint Louis, Logan was a consultant for National City Bank and NatCity Investments in Louisville, Kentucky. He earned a B.S. in Business Administration with a concentration in Finance from the University of Louisville where he was recognized as a Red and Black Scholar Athlete and Conference USA Scholar as a member of the Cardinals baseball team. Logan is an active member of the CFA Institute and the CFA Society of Saint Louis. In his spare time, he enjoys Louisville Cardinals athletics, playing softball, coaching Webster youth baseball, and continually searching for investment opportunities. He is the proud father of three boys and husband to his wife, Haley.

Judith Isaacs

Chief Compliance & Financial Officer

judith@ifgadvisors.com

Judith’s experience at IFG Advisors included business planning and operations when she joined the practice in 1998.  Since joining, she has moved through a progression of positions working closely with Ted to her current role as Chief Compliance and Financial Officer.  Her work on behalf of the firm focuses on practice management and compliance with industry regulations.  She received a B.A. from Tulane University and an M.A. in Human Resource Management from Washington University in 1994. Outside of work, she sits on the Board of Directors of Congregation Bnai Amoona and is involved in the local community through her volunteer efforts.

Adam Goldstein

J.D, LL.M., CFP^®

Advisor

adam@ifgadvisors.com

Adam Goldstein is an Advisor with IFG Advisors and brings a wealth of expertise to advise his clients. His practice is primarily comprised of dentists, doctors, and business owners where he provides guidance through a deep understanding of their needs. Adam regularly engages with clients to uncover their concerns and identify their goals to develop creative solutions that match their vision.  It is through this goals-based planning process that Adam helps his clients develop their professional and personal vision of financial success.

In addition to holding the designation of a CERTIFIED FINANCIAL PLANNER^TM professional, Adam earned his juris doctorate from Saint Louis University School of Law.  He also holds a Master of Laws in Taxation from Washington University in St. Louis.

With his free time, Adam exercises his passion for being involved in the community where he currently serves on the board of JFS in St. Louis as the Treasurer, and is a past board member of Angels’ Arms.  Adam also enjoys spending time with his wife, two children and dog, cycling and coaching his son’s baseball team.