INTEGRATED WEALTHCARE - Key Persons
Job Titles:
- Director of Client Services
- Director of Client Services & Concierge Program Liaison
Antonio Santoro is the Director of Client Services for Integrated WealthCare. He joined the team in the fall of 2018. With a diverse background in public relations, communications, and various leadership roles, he is extremely skilled in organizational leadership and iron-clad client service.
Antonio is responsible for responsibilities that include scheduling client meetings, internal and external stakeholder correspondence, entering and updating client data, preparing account documents, client website support, project management, and coordinating client meetings with fidelity of client financial portfolios.
Antonio is a North Carolina native and enjoys spending time with his identical twin brother, family, and friends. He is very active in his church ministry and his strong faith is exemplified as he seeks to inspire, encourage, and empower those he meets. His passion continues in music as he is a recording artist of inspirational music. Antonio is also a public relations professional/publicist, and certified with the International Coaching Federation and uses his coaching skills to promote positive relationships and interactions with clients, team mates and business associates.
Christine Caswell Prisk is the firm's lifeline to accurate and timely financial operations, decision making and compliance. In her role as Controller, Christine oversees all billing, accounts receivable, accounts payable and financial reporting. Christine reconciles and monitors all IWC financial transactions and prepares reports and documentation for management and accounting.
Christine has a long history of excellence in financial reporting and small business administration. Christine began her career with The Prudential, in their audit management department where she was on a fast track executive path. Her roles included corporate audit management, accounting and consulting.
Christine moved in to the entrepreneurial world by founding and serving as Managing Director of Caswell & Collins Consulting - a technical training contract agency. C&C was honored as one of the Triangle Fast 50.
She has founded and overseen two companies since that time:
Checks & Balances LLC - a small business bookkeeping and consulting specializing in accounting system conversions
Bookkeeping & Entrepreneurial Services Team, LLC - Contract CFO, Controller, Bookkeeping, and Consulting Services for small to mid-sized businesses.
When she pulls her head out of the numbers, Christine loves spending as much time as possible with her four children, cooking, at the coast and making certain that everyone knows that while Austin Texas lives in her heart, she is a born and bred Jersey Girl.
Christine graduated from the University of Texas at Austin with a BA in Economics and German Language.
Job Titles:
- Associate Financial Planner
- Certified Emergency Medicine and EMS Medicine Physician
Dr. John Gallagher is a dual board-certified Emergency Medicine and EMS Medicine physician who has diversified his time to include financial planning for the physician community. Although still practicing Emergency Medicine in Hawaii, his interest in the financial industry and his perspective as a client of IWC, led to his joining IWC in November 2021. He is our only "residency trained financial planner."
John became an IWC client after recognizing the value of having a firm who intimately understands the medical community and the unique needs of a physician. After fully realizing the value IWC brought, John felt called to share his experience with his colleagues and began discussions with IWC about how he could contribute to the growth of the firm and bring enhanced value to the medical community.
John completed medical school at Temple University in Philadelphia and residency in Emergency Medicine at Geisinger Health system where he also worked as a Flight Physician for LifeFlight Air Ambulance. Over his career, John has become an experienced lecturer and has held leadership positions throughout his career with the American College of Emergency Physicians, the National Association of EMS Physicians, and the American College of Surgeons.
John and his wife, Heidi of 15 years, live with their 3 children on the Big Island of Hawaii. When he isn't at his desk enjoying the view of the Pacific Ocean or in the emergency room you will probably find him in the ocean practicing his hobbies of spearfishing, sailing, and SCUBA diving.
Job Titles:
- Member of the Independent Investment Committee
- Member of the First Ascent Investment Committee
Geoff has over 20 years of financial services experience. He served as a Senior Vice President at Envestnet/PMC and as Director of Consulting Services at Prima Capital.
Job Titles:
- Director of Investment Operations
Lisette joined IWC in March 2023, although the newest member on our team she comes with 23 years of experience in the financial industry in a variety of roles including Director of Client Services and interim COO. She has been recognized as winner of several industry awards for her exceptional client service. With her wealth of knowledge in investment relations, client services, operations, and management, Lisette provides world class service to all our clients.
As part of the leadership team, Lisette is responsible for the oversight and supervision of all IWC investment operations, strategic growth, compliance, and staying on top of industries standards. Overseeing all client investment accounts and relationships, she ensures each client receives the personal service IWC believes in.
A graduate of Central Michigan in Public Administration, she continued her education receiving her Masters in HR from Colorado State University. Lisette lives in White Lake, Michigan, with her husband and their 7 year old daughter. She spends her free time bouncing from cheerleading, girl scouts, soccer, child party planner, and enjoying a game of tennis. Her love of travel has taken her across the globe from China to New Zealand but still believes the greatest place on earth is Disney.
Job Titles:
- Director of Insurance Operations
Lori is the Director of Insurance Operations for Integrated WealthCare. She is responsible for overseeing all aspects of this extremely busy division of the firm.
Lori joined Integrated WealthCare in 2014 with almost fifteen years of experience working in the disability insurance industry. From 2007 - 2012, Lori served as lead disability underwriter for a large disability brokerage firm in Philadelphia before lending her experience for two years to a startup firm in the greater Philadelphia area.
Lori has earned a national reputation among insurance executives, medical directors and producers for her work ethic, attention to detail and commitment to getting business done efficiently and effectively.
Lori is responsible for all aspects of the disability insurance process internally, as well as providing ongoing support to our clients across the country.
Prior to her career in the insurance industry, Lori spent twenty years in retail management following her time at Bucks County Community College, where she graduated with an Associate of Arts degree in Business Management.
Lori loves spending time with her large circle of friends and family which includes her daughter Chelsea. She leads an active lifestyle which includes daily exercise and occasional hiking and biking. She enjoys eating out and her favorite restaurants include Indian and Italian.
Job Titles:
- CEO
- Founder
- Managing Director
- Founder and Managing Director of Integrated WealthCare, Inc
A longtime financial entrepreneur dedicated to serving the medical community. Shayne is the founder and Managing Director of Integrated WealthCare, Inc. As part of his commitment to his clients and work, Shayne is an Accredited Investment Fiduciary, and a Chartered Financial Consultant.
With a focus on wealth management and financial planning, Shayne leads a dedicated team of professionals who deliver personalized, comprehensive wealth management services to meet each client's unique circumstances. From entering medical school through every stage of a physician's career, the team's in-depth knowledge and experience in long-range financial planning helps clients get from where they are, to where they want to go - a strong financial future.
Inspired by the fact that the financial needs of the medical community require specialized money management, Shayne is the creator of two proprietary financial systems designed exclusively for his firm's clientele.
Using Your WealthCare Protector™ and the Confident Transition Plan™, Shayne and his team tailor sophisticated financial solutions delivered in a simple, concise format. By helping medical professionals define, organize and optimize their financial life, Integrated WealthCare enables clients to spend more time managing their practice; not their wealth management professionals.
In addition to his firm work, Shayne is a frequent lecturer to several regional and national medical groups, including The American College of Emergency Physicians, The Emergency Medicine Residents Association, The Society of Academic Emergency Physicians, as well as multiple academic programs across the country. He has previously spoken to the North Carolina chapters of the Emergency Medicine and Pediatrics Societies. Shayne has published a number of articles for medical journals, such as M.D. News, and authored columns for the journals, EM Resident and the ACG Update.
Away from work, Shayne has served as an Elder and Deacon in the Presbyterian Church, has served the City of Durham as a graduate of the Leadership Durham Program, as Past Chair of the Education Top Priority Program, and as Past President of the local Estate Planning Council.
Job Titles:
- Member of the Independent Investment Committee
- Member of the First Ascent Investment Committee / President and Founder, Champion Capital Research
Dr. Campion has decades of experience as a financial economist and portfolio strategist.
Job Titles:
- Member of the First Ascent Investment Committee
- Member of the First Ascent Investment Committee / Managing Partner, Blue Mountain Investments. before Founding Blue Mountain Investments, Merrill Was an Analyst at Denver Investments from 2010 - 2014
Job Titles:
- Chief Investment Officer - First Ascent
Patrick has over 14 years of financial services experience. He is the Chief
Job Titles:
- CEO and Founder - First Ascent
Scott has over 40 years of financial services experience. He is the founder
Job Titles:
- Member of the First Ascent Investment Committee
Shane has over 15 years of financial services experience. He is Managing Partner of Iron Bridge Wealth Counsel.