|ABOUT US | Our Team
Robert Iola, CLU, ChFC
Robert founded IFG Wealth Strategies in 1990 to provide cutting-edge solutions to the financial challenges faced by successful families and business owners. He is the architect of the Total Wealth Solution™, a comprehensive approach to goal setting, challenge recognition, and strategic attainment of client objectives.
For more than two decades, Robert has worked as a financial coach and educator, helping his clients to increase wealth, reduce excessive taxation, and pass it on to future generations. In addition, Robert has repeatedly shown his clients how to defend their wealth during some of the worst financial markets in history.
As a part of his ongoing commitment to provide the most comprehensive financial advice to his clients, Robert has earned both the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations.
Robert earned his BBA at Lehigh University. He is a member of the Financial Planning Association, NALU (NAIFA), and the Society of Financial Services Professionals.
Director of Operations
Geri oversees the internal operations of all departments. She is also responsible for all scheduling, correspondence, special projects, and client contact on behalf of Robert Iola.
As the first person our clients usually see when coming to the office or speak to when calling, Geri has built lasting relationships with the people who rely on our group to help them manage their wealth.
Geri brings a wealth of sales and business management expertise to her role as Director of Operations. Her 25 years of experience, both in front of the public and behind the scenes in a variety of businesses, makes her uniquely suited to the changing demands of IFG Wealth Strategies.
Geri earned her BS degree from the University of Bridgeport.
Director of Marketing
Kathleen is in charge of all marketing functions including our website, printed materials, office technology, and supervision of telemarketing staff and our interns.
She brings 25 years of experience in creative development and marketing of television shows (WWOR-TV News, Friends, ER), movies (True Lies, The Prophecy, Wyatt Earp), and video games to her duties in shaping the public image of our firm. Prior to joining IFG Wealth Strategies, she co-owned an award-winning animation and DVD production company.
She earned her BFA from Pratt Institute in Brooklyn, New York.