Broker Check

Our Team

Robert Iola*, CLU, ChFC

President

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...

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Geri Mooney

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...

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Kathleen Iola

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 28 years of experience in creative development and...
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