Independent Financial Group Strengthens Its Business Development Team
Independent Financial Group, LLC (IFG) is committed to expanding its business development efforts through the promotion of Chad Cristo and Kelsey Hasterlik to lead in the West and Mountain regions, respectively. This strategic move highlights IFG's focus on organic growth and reinforces its national recruiting strategy.
Leadership Enhancements Reflect Growth Strategy
The recent promotions follow the appointment of Steven Gensler as Senior Vice President of Advisor Growth and Development, and Bruce Levitus as Regional Business Development – East. These personnel changes are pivotal for IFG as it seeks to strengthen its support for current advisors while expanding its business development capabilities nationwide.
David Fischer, the Co-Founder and Chief Marketing Officer of IFG, expressed confidence in the abilities of Cristo and Hasterlik. "Both Chad and Kelsey bring tremendous experience, relationships, and leadership to their new roles. Chad is held in high regard in the industry due to his 30-year track record, while Kelsey has dedicated her career to helping advisors enhance efficiency and achieve optimal results. These promotions reflect our commitment to attracting skilled advisors and broadening IFG's reach in key markets as we grow with purpose," Fischer stated.
Overview of New Roles and Responsibilities
In his new position, Chad Cristo will oversee advisor recruiting across the western part of the United States, reporting directly to Fischer. Cristo's journey with IFG began in 2022 as the Senior Vice President of National Sales and Marketing, where he played a crucial role in shaping the firm's product strategy and supporting advisors' practices.
"It is an honor to transition into this role. I am excited to harness IFG's existing strengths and further our momentum in the West," Cristo remarked. He noted that recruiting accomplished, independent-minded advisors is central to their growth strategy and expressed eagerness to share IFG's culture of independence with more professionals.
Kelsey Hasterlik's New Adventure
Kelsey Hasterlik, who joined IFG in 2018, has taken on the role of Regional Business Development – Mountain. Her extensive experience includes positions as a Senior Regional Advisor Consultant and Product Strategist. With a career spanning 15 years in advisor consulting and asset management, Hasterlik is well-equipped to address the challenges faced by independent advisors today.
"I cannot express how thrilled I am to work closely with our advisors in the Mountain Region and to enhance IFG's presence in this vital area," said Hasterlik, highlighting the unique culture at IFG that sets the firm apart in the wealth management industry.
About Independent Financial Group
Founded in 2003, Independent Financial Group, LLC (IFG) is a reputed independent wealth management provider based in San Diego. The firm supports over 600 independent financial professionals functioning in more than 400 offices nationwide, offering a diverse array of business solutions. IFG has been consistently recognized as a leading independent broker-dealer, ranking as the 15th largest national independent broker-dealer and second for privately held broker-dealers based on revenue.
In recent years, IFG has achieved notable recognition from various financial publications. For instance, Financial Planning Magazine ranked IFG first for the percentage of women among its producing representatives and seventh for advisor payout. Additionally, InvestmentNews positioned the firm within the top ten for payout and account assets.
IFG's growth story also includes being listed on the Inc. 5000 list of "Fastest Growing Private Companies in the USA" multiple times. Moreover, the San Diego Business Journal recognized IFG as the seventh largest private company in San Diego for consecutive years.
Frequently Asked Questions
Who are the new leaders at Independent Financial Group?
Chad Cristo and Kelsey Hasterlik have been promoted to lead the West and Mountain regions, respectively.
What is the focus of IFG with these promotions?
IFG is focusing on organic growth, enhancing business development, and expanding its national recruiting efforts.
What are Chad Cristo's responsibilities in his new role?
Chad Cristo will oversee advisor recruiting across the Western United States and report to David Fischer.
What prior positions did Kelsey Hasterlik hold at IFG?
Kelsey Hasterlik previously held positions as Senior Regional Advisor Consultant and Product Strategist at IFG.
What recognition has Independent Financial Group received?
IFG has been recognized as a leading independent broker-dealer and has appeared in the Inc. 5000 list of fastest-growing private companies.
