At Integrated Financial Solutions Group, our commitment is to listen to your specific concerns.

Rather than a discussion agenda that is advisor-driven, our process is built on a foundation of helping develop YOUR agenda, through the use of strategic tools to clearly identify and quantify your Goals, Objectives, Fears and Concerns.

Our consultative approach starts there, and continues with the delivery of financial education resources that are laser focused on your highest priorities. While IFSG University is host to hundreds of educational videos, E-seminars, case studies and articles, Integrated Advisors specialize in finding the proper learning prescription based on a thorough diagnosis of your financial needs.

Our Advisors

The clients of Integrated Financial benefit from many decades of experience in financial services on the part of our advisors.

Mark Trewitt, CLU, ChFC, AEP, CAP, CFP® - Managing Partner

Mark is a specialist in the field of financial, estate and asset protection. Beginning his second quarter century, Mark has been helping clients plan and achieve financial independence and security since 1981. Over twenty years ago, Mark founded Doctors Referral Service (DRS) of North Texas (, and works with physicians and business executives. Mark and his wife, Romalyn, live with their two sons in Plano, where they are members of Prestonwood Baptist Church.

Visit Mark A. Trewitt, CLU, ChFC, AEP, CFP®'s BrightScope Advisor Profile


John Brady - Financial Advisor

In 2008, John joined our firm adding more than eighteen years of financial services experience to our team. He started his career at New York Life and later transitioned to private practice. John has spent the last decade working primarily with business owners as an independent financial advisor. As a coach and teacher at heart, John shares Mark’s passion for helping clients (and their families) reach their full financial potential. John resides in Frisco with his wife, Betsy, and their four children. John enjoys coaching various youth sports, and spending time with family and friends. John and family are members of Prestonwood Baptist Church, where John teaches Sunday school.

Integrated Financial Solutions Group Team

We are proud to have a strong and experienced team who strives for excellence. Our employees "go above and beyond" expectations to see that our clients’ needs are taken care of in a prompt and efficient manner.

Romalyn Trewitt – Partner / Financial Operations Manager 

Sandy Redmon – Planning Manager

Wayne Stephens – Insurance Design & Premium Finance Manager

Justin Trewitt – Planning Associate

Shawna Jones - New Business Manager