Postillion Wealth Management has partnered with Independent Financial Partners (IFP) to provide the technological, compliance, marketing, business development, and operational support Postillion Wealth Management needs. In turn, this allows the team at Postillion to give clients like you the service they deserve.
IFP fully supports financial professionals independence, allowing our firm to take advantage of the many services they offer while putting your interests above all else. We’re also able to leverage their network of financial professionals and subject matter experts from across the nation to address even the most complex needs of our clients.
Independent Financial Partners is a broker-dealer and registered investment adviser based out of Tampa, Florida. Their firm’s independent platform empowers financial professionals through freedom of choice and a constantly evolving technology suite that’s designed to build better client experiences
Chief Executive Officer, Independent Financial Partners
Bill began his career in financial planning in 1983 with the CIGNA Corporation. He grew his private practice for almost 20 years when, in 2000, he had the opportunity to acquire an OSJ group of 10 financial professionals operating on the hybrid RIA platform within what was formerly known as Mutual Services Corporation (a broker-dealer later to be acquired by LPL). Wanting to expand this group, he decided to build a firm that he as an advisor would want to join…a firm of advisors built by an advisor. Growing from 10 advisors in 2000 to now over 200 nationwide, IFP is on the cutting edge of the hybrid RIA industry and has served as a preferred platform for financial professionals seeking the path of independence.
Mr.Hamm is an employee of Independent Financial Partners and not alliliated with Postillion Wealth Management, LLC.
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Chief Investment Officer, Independent Financial Partners
Aaron serves as the Chief Investment Officer for Independent Financial Partners and President of IFP Asset Management. Conducting analytical research and due diligence for all investment types, portfolio analysis and construction, portfolio management, and directing all activities in IFP’s Asset Management Group. Serves as head of the IFP Investment Advisory Committee. Aaron is also a partner at MarketPsych Insights, a company dedicated to providing a suite of client profiling tools for the modern financial professional. MarketPsych Insights is a separate entity from IFP.
Mr. Gilman is an employee of Independent Financial Partners and not alliliated with Postillion Wealth Management, LLC.
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Director, Trading, IFP
Hessum is responsible for processing advisory fees and serves as a liaison to financial professionals with regards to various billing needs with external and internal contacts. He previously has worked on a variety of quantitative trading projects with privately held firms and individual clients and was an early investor in Bitcoin.
Mr. Zangenehpour is an employee of Independent Financial Partners and not alliliated with Postillion Wealth Management, LLC.
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Chief Business Development Officer, Independent Financial Partners
Jeff Acheson leads IFP Business Solutions with the dual mandate of building out and refining processes, procedures, and workflows as well as creating, communicating and delivering a unique value proposition to financial professionals focused on the retirement plan and advanced markets. His focus is on the delivery of a breadth of service, supported by a depth of tools and resources, all integrated and delivered through cutting-edge technology.
Mr. Acheson is an employee of Independent Financial Partners and not alliliated with Postillion Wealth Management, LLC.
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Manager, New Accounts, Independent Financial Partners
Abby provides support and assistance to financial professionals opening new accounts, ensuring paperwork is in good standing. She comes to IFP with 2 years of experience in the financial industry. She previously worked as a new accounts representative at INVEST Financial. While at INVEST, she was part of the travel team and helped mentor new associates.
Ms. Bohatch is an employee of Independent Financial Partners and not alliliated with Postillion Wealth Management, LLC.
