Three advisory teams led by Air Force and Navy veteran officers and their military spouses are switching their Super OSJ affiliation from DaVinci Financial Designs LLC of Evesham Township, N.J., to Integrated Partners in Boston.
The teams, which bring a total of $136 million in client assets under management (AUM) to Integrated, all have a core focus on serving active-duty members of the Armed Forces, veterans and their families.
Eric and Sabine Bressman, and Pamela Rodriguez, operating as Phoenix Wealth Strategies of Fairfax, Va., bring $47 million in client assets under management; John and Claudia Exner, operating as Total Financial Picture of Alexandria, Va., bring $26 million in AUM; and Kirk Baur and Ramona Santos, operating as Glide Path Financial, in Marlton, N.J., bring $63 million in AUM.
The firms will continue their affiliation with the Boston-based LPL Financial.