Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

"There is no better feeling than helping clients meet their goals. It's what makes everyday special." -James Appelt

Client Centered

Our business is built on a foundation of thoughtful client relationships. 

Our priority is to treat your family like we would want our family treated.

Our Team

Craig Koller

Co-Founder & Managing Partner

(813) 314-2288

ckoller@myiwm.com

Craig Koller is a seasoned Certified Financial Planner with an extensive 25-year plus track record of providing comprehensive financial guidance to families and businesses in the greater Tampa Bay and Clearwater area.

Craig holds a Bachelor of Science in Financial Management from the University of North Dakota, where he excelled both academically and athletically. As a scholarship athlete, 4-year letter winner, and team captain of the football team (1989-1992), Craig honed leadership skills that have translated seamlessly into his financial career.

Craig has been securities licensed since 1993, bringing a wealth of expertise to his clients. His unique background includes hands-on experience on the floor of a major financial-exchange, where he worked with foreign currency options and futures at the Chicago Mercantile Exchange. Subsequently, he transitioned into compliance at the third-largest independent brokerage firm in the US, where he swiftly ascended to Senior Compliance Examiner, overseeing customer complaints, branch examinations, and securities fraud investigations.

In 1997, Craig relocated to the Tampa area, founding his independent financial planning practice. Eager to augment his practical experience with academic rigor, he embarked on the journey to become a Certified Financial Planner Practitioner where professionals must complete a comprehensive multiyear course of study at an approved university, ensuring a mastery of theoretical and practical financial planning knowledge.

Craig’s commitment to professional development has equipped him to specialize in various facets of financial planning, including tax planning, employee benefits and retirement planning, estate planning, investment management, and insurance.

 

 

James Appelt

Co-Founder & Managing Partner

jappelt@myiwm.com

As a Principal and Co-Founder of Integrated Wealth Management, Jim brings over 25 years of profound experience in the investment industry and almost 40 years of financial planning. His illustrious career as an advisor, spanning since 1997, showcases his commitment to financial excellence and client-focused service. 

Jim holds a Bachelor's and Master's Degree in Accounting, underscoring his dedication to a strong academic foundation. His journey in the financial sector commenced in 1985, and he has consistently demonstrated a deep understanding on the intricate nuances of accounting. 

In 1995, Jim founded Appelt & Associates, marking the initiation of his entrepreneurial ventures. Prior to this, he laid groundwork for his career at Price Waterhouse. His extensive experience is a testament to his comprehensive grasp of accounting principles paired with wealth management strategies. 

Jim is an esteemed member of reputable professional organizations, including the Florida Institute of Certified Public Accountants (FICPA) and the American Institute of Certified Public Accountants (AICPA). 

Beyond professional accomplishments, Jim is a dedicated member of the community. He has contributed his leadership skills as President, Treasurer, and/or Director of various local civic organizations, Chamber of Commerce, The Long Center, the Special Olympics State Summer Games, several youth sports organizations, and the Morton Plant Foundation. He holds a strong belief in the importance of giving back to the community that he serves, all with his family by his side. 

Kate Kretzinger

Client Services Coordinator

(813) 314-2288

kkretzinger@myiwm.com

As a valued member of our team, Kate bring passion, dedication and a wealth of experience to our firm. With her few years of dedicated service, she has become an integral part of our success story. 

Kate is a proud Tampa native who cherishes her role as a loving parent to two wonderful children. Her commitment to family values reflects not only in her personal life but also in her approach to building lasting relationships with clients. Out of the office she enjoys exploring Tampa with her close friends, trying out new restaurants and travelling. 

Eager to expand her expertise, Kate is currently working towards obtaining her Series 7. This commitment to professional growth is a testament to her dedication to staying ahead in the dynamic world of finance. She is consistently delivering exceptional results and demonstrating an understanding of financial intricacies. Her passion for helping clients navigate their financial journey is evident in every interaction. 

Julie Simpson

Administrative Assistant

813-314-2288

JSimpson@myiwm.com

Julie, a valuable asset to our team, comes with a profound background in healthcare and an unwavering commitment to financial excellence. She transitioned back into the financial world in 2023, bringing a unique perspective and a wealth of experience to our team. Her dedication to precision, honed in the healthcare sector, has seamlessly translated into her role as a meticulous financial advising assistant. 

In her time with us, Julie has made a remarkable impact, contributing to the success of our clients and embodying our commitment to financial well-being. Known for her meticulous attention to detail, she ensures that no financial stone is left unturned. This commitment to precision and accuracy makes her a reliable team member for clients seeking a thorough approach. 

Beyond the financial realm, Julie is a proud parent to a daughter attending the University of Florida and a dedicated pet lover. This has given her a nurturing spirit that extends from professional to personal life. Go Gators!

ABOUT IF Partners

Integrated Wealth Management has partnered with Independent Financial Partners (IFP) to provide the technological, compliance, marketing, business development, and operational support our firm needs. In turn, this allows us to give clients like you the service they deserve.

Supporting Independence

IFP fully supports advisor independence, allowing our firm to take advantage of the many services they offer while putting your interests above all else. We’re also able to leverage their network of financial advisors and subject matter experts from across the nation to address even the most complex needs of our clients.

About Independent Financial Partners

Independent Financial Partners is a broker-dealer and registered investment adviser based out Tampa, Florida. Their firm’s independent platform empowers advisors through freedom of choice and a constantly evolving technology suite that’s designed to build better client experiences. Learn more about Independent Financial Partners by visiting their website, http://ifpartners.com.