I have been helping clients improve their financial strength for almost 30 years. I take a personal approach to understand your situation and come up with ideas and solutions to help grow your wealth, achieve your goals and give you more peace around investing and spending money.
I learned investment dynamics working for Merrill in New York, during and after college. Later, I was promoted several times by Fidelity Investments for my efforts in working with clients directly in their branches. I earned the Certified Financial Planner™ designation in 2001 and still have clients that go back that far with me.
In 2010, Keith and I formed Integras partners to protect our freedom to always work in our clients’ best interests. In 2019, I launched Generational Conversations to support conversations between adult children and their elder parents to proactively plan for housing, care management, investment continuity, legal strategies and security.
As an active third-generation Rotarian, I have served on community and church boards for both Rotary and our church, and in volunteer roles with Junior Achievement, Special Olympics and others. I’m a big baseball fan, love music and the fine arts and 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®
Investment Advisor, EVP
My desire to help people reach their unique financial goals and dreams is what motivates me every day.
I joined Integras Partners in 2022 bringing a deep background in investment research and due diligence, but wanting to broaden my impact on people’s lives, as investment management is just one piece of the financial wellness puzzle. There are many Financial Advisors out there, and I had worked with a lot of them in my career. Integras Partners is truly different. I was immediately impressed by the dedication and thoughtfulness applied to each client relationship, and am proud to continue that mission.
I am a CFA® charterholder and member of the CFA Society Atlanta. The CFA charter exemplifies a strong understanding of investment analysis and real-world portfolio management skills, and has a strong emphasis on ethics.
Prior to joining Integras Partners, I was a Senior Analyst on the investment due diligence team at Advisor Group, where I was responsible for researching and vetting investment managers and vehicles ranging from mutual funds to complex alternative investments. I also spent several years prior serving institutional clients in various securities operations roles.
I hold a BS in Economics from Binghamton University. In my free time, I enjoy traveling, hiking, painting and spending time with friends.
Director of Client Services
Amanda Wells serves as Operations and Client Services Manager at Integras Partners. Amanda brings a high level of value and knowledge to her role; she has worked in the wealth management industry for over 17 years at firms such as Prudential Retirement and Citi Group.
Amanda believes delivering top-notch service and communication are the keys to ensuring a smooth client experience. Her care and consideration for detail ensures that our firm operations and client services are handled accurately and efficiently.
After growing up in Michigan and attending Western Michigan University, Amanda lived in Eastern Pennsylvania and the Chicago area with her husband Jim. They now live in Johns Creek. She enjoys spending time with family as well as hiking, reading and cooking.
Brenda Dunn, CFP®,ChFC®
Brenda has been with Integras Partners since the firm’s inception in 2010. Acting as a financial coach for successful executives and professionals, Brenda 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 exceptional.
Brenda’s 40+ years of industry experience include senior executive positions for Progressive Insurance and National Interstate Insurance, which she co-founded in 1989. She also established a successful multi-line insurance agency for Nationwide Insurance.
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).