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...
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...
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...