CONSORTIUM MEMBER SINCE 2003

Karen Cooke-Thomas

Director of Operations and Human Resources

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 started working with IFG advisors in 1998 and has been formally managing Operations and Human Resources for the Consortium since its inception in 2003. She runs IFG’s Virtual Assistant Program, which supports advisor members and also oversees the firm’s bookkeeping and financials. Her positive, calm approach to IFG’s day-to-day operations makes her an essential part of the Brain Trust.

In addition to her daily functions, she works closely with Co-CEOs, Don Patrick, and Land Bridgers, to establish and maintain open, friendly lines of communication between IFG, advisors, and their assistants. Karen is in charge of the advisor onboarding process, working closely with new members to:


  • Set up offices for Housed Advisors
  • Coordinate IT between firm and LPL Tech Support
  • Manage HR/Payroll and Group Benefits
  • Manage account transactions

Areas of Expertise

 

  • Operations & Human Resources Management
  • Group Benefits Administration & Management
  • Bookkeeping & Payroll Management
  • Administrative Support Management

Education/Certification

 

  • Diploma in Human Resource Development
  • Certificate in Office Administration
  • BS in Psychology, (Honors)
    • Specialization: Christian Counseling 
    • Specialization: Crisis Counseling

Outside The Office

Outside the office, Karen is a passionate volunteer with several nursing homes and community services organizations, the Federal Penitentiary of Atlanta, and the Personal and Religious Liberty Ministries in her church. She likes to read, travel, and spend quality time with family and friends. Karen and her husband, Charles, were married in 2016.









TOP 25 FIRM
2004-2020

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


RANKED TOP WORKPLACE 2015-2020





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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.