CONSORTIUM MEMBER SINCE 2003

Karen Cooke

Operations Manager

Integrated Financial Group
200 Ashford Center North, Suite 400
Atlanta, GA 30338

Phone  |  770/353-6438
Fax  |  770/353-6359
E-mail  |  KCooke@TheBrainTrust.net



Member Profile

Client Vision

Karen has been working as Operations and Human Resources Manager from the Consortium's inception.  Both advisors and their assistants are her direct clients. Her main objective is to assist the Managing Director, Don Patrick, in  creating a professional and responsive environment for the advisors, their assistants and their clients.


Areas of Expertise

 

  • Managing Office Operations & Procedures
  • Bookkeeping Responsibilities
  • Coordinating Human Resource and Payroll Functions
  • Books & Records Maintenance
  • Managing Virtual Assistant Program 

Education/Certification

 

  • Diploma in Human Resource Development
  • Certificate in Office Administration
  • Certificates in Basic Annuities, Mutual Funds & Life Insurance Concepts

Outside The Office

Karen is actively involved in coordinating and participating in Prison, Nursing Home, Community Services and Seniors Ministries in her church. She likes to read, travel, study prophecies of the Bible, and take family vacations.









TOP 25 FIRM
2004-2017

Chosen as one of Atlanta’s
Top 25 Financial Planning & Advisory Firms
based on assets under advisement.


RANKED TOP WORKPLACE 2015-2018





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Integrated Financial Group. All Rights Reserved.

DISCLOSURE: Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment advisor or IFG Advisory, LLC, a registered investment advisor. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.