With almost 30 years of financial services experience, I have a very comfortable approach to understanding your situation and bringing strategic ideas to help you attain your goals.
I was first exposed to investment dynamics while working in Merrill Lynch’s Institutional Portfolio Analysis Team in New York, learning about portfolio construction that manages investment risks.
Later, I joined Fidelity Investments in their branch offices, earning multiple recognitions, including their President’s Circle Award. I earned the Certified Financial Planner™ designation in 2001, followed by the Chartered Life Underwriter.
In 2010, Keith and formed Integras partners, then in 2019, I launched Generational Conversations; to support conversations between adult children and their elder parents to craft proactive strategies for housing options, care management, investment continuity, legal strategies and security.
As an active third-generation Rotarian, I have served in board positions for half of my 19 years of membership, including as Club President and District Membership Director. I also served as Board VP for Unity Atlanta Church, and in numerous volunteer roles with Junior Achievement, Special Olympics, Habitat for Humanities, USO and others.
My wife, Alia and I spend warm months in Hudson, MA and will celebrate our 29th anniversary this year. Our daughter is studying to become a teacher and our son attends the University of Colorado. I’m a big baseball fan, a decent cook, love music and the fine arts and am an improving amateur golfer. I hope we get a chance to connect soon!
I’ve lost count of how many times I’ve been told, ‘You guys are different’, fortunately, in a complimentary manner. We are different because of one major factor: we really know our clients. Quite simple when you think about it, and it should be the standard everywhere. But it isn’t.
Our financial planning and investment process is the product of over 30 years of working with clients through all phases of life and just about every economic and market environment anyone alive today has ever experienced. That experience has led us to continually refine our process to truly capture our client’s needs and desires and build a unique investment plan around how they want to live life. Then deliver it.
Planning and investing is not about answering ten questions about how you feel about risk and what year you will retire. It is about what is going to make you happy and let you sleep at night knowing you can live life the way you want to.
That is my mission every single day – to make our clients comfortable with the knowledge they are going to get there, stay there and have the peace of mind to live life to the fullest.
This firm is built to serve real people with real expertise and real outcomes. Nothing short of that is acceptable to me.
That is why we are different and we are happy to be so.
Michal-Erin Frushell, CFA®
Executive Vice President
Michal-Erin Frushell serves as Executive Vice President at Integras Partners.
Michal-Erin has 15+ years of financial services experience. Prior to joining Integras Partners, she was a Senior Analyst on the investment due diligence team at Advisor Group, where she was responsible for researching and vetting investment managers and vehicles ranging from mutual funds to complex alternative investments. She also spent several years serving institutional clients in various securities operations roles.
Michal-Erin is a CFA® charter holder and member of the CFA Society Atlanta. While pursuing the CFA® designation, she was particularly drawn to the areas of portfolio management and wealth planning and wanted the opportunity to directly help individuals work towards their unique financial goals. She chose to join Integras Partners after being impressed by their dedication and thoughtfulness applied to each client relationship.
Michal-Erin holds a BS in Economics from Binghamton University. In her free time, she enjoys traveling, hiking, painting and spending time with friends.
Brenda serves as VP of Financial Planning and Development of Integras Partners where she oversees new business development, networking with prospects and strategic business partners and growing firm revenue. Acting as a financial coach for successful executives and professionals, she guides her clients towards attaining their financial goals via a coordinated and personalized network of experts and design of an actionable plan. Her dedication and commitment to her clients is truly exceptional.
Brenda’s 35+ years of industry experience, include senior executive positions for Progressive Insurance and National Interstate Insurance, which she co-founded in 1989. When she moved to Atlanta in 1991 she established a successful multi-line insurance agency for Nationwide Insurance. Brenda has been with Integras Partners since the firm’s inception in 2010. In doing so, she has gained an independent platform for her comprehensive planning practice, enhancing her abilities to serve her clients’ best interests.
A native of Harare, Zimbabwe (formerly Salisbury, Rhodesia), Brenda earned an Honours degree in Business from the University of Cape Town, South Africa. She holds designations as a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®) and Life Underwriter Training Council Fellow (LUTCF). She also earned a Certification in Long Term Care Insurance (CLTC) and attended the Sudden Money Institute (SMI), a global network of thought leaders specializing in Financial Transition Planning.
Brenda and her husband Dave have a son, Jason, who continually provides the most joy, pride and inspiration in Brenda’s life. Brenda attained U.S. citizenship in 1986, summited Mt. Kilimanjaro with Jason in 2015, and plans to tackle the Inca Trail in 2016.
Client Services Manager
Amanda Wells is the Client Services Manager at Integras Partners and is often the first point of contact for clients. Her meticulous attention to detail ensures that firm operations and client workflow are handled accurately and efficiently.
Amanda has worked in the financial services industry for more than 10 years and has client service experience at firms such as Prudential Retirement and Citi Group.
After growing up in Ludington, MI and attending Western Michigan University, Amanda lived in Eastern Pennsylvania and the Chicago area with her husband Jim. They now live in Cumming, GA with their yellow lab, Maggie. She enjoys spending time with family as well as traveling, reading and cooking.