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Meet the Integrated Strategies Team

Integrated Strategies, LLC is a Dallas-based boutique financial services firm serving Family Offices, Private Equity Firms & successful professionals with self-employment income. We offer fee-based consulting with comprehensive, forward-facing solutions.  Consequently, we provide solutions centered around valuation considerations, exit and continuation options, employee recruiting and retention, transfer or consolidation strategies and succession planning. 

Meet Our Team

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Daniel Drabinski

CFA®, MSFS, AEP®, CEPA, CMT®, CFBS®, CLTC®, CAP®, RICP®
Agency Managing Director of Business - Bluecrest
Founder, CEO- Integrated Strategies

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Andrea Morris

Director of Client Experience

Through our relationship with Bluecrest Financial Alliances we have access to their following specialists and resources. 

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Vince Synan

Director of Business & Estate Planning

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Anna Kate Sundvold

Paraplanner

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Cody Cabler

Paraplanner

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Judi Oginsky

Compliance Administrator

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Robin Skillingberg

Vice President of Advisor Experience

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Paul Blas

Agency Technology Specialist

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Michael Cogliano

Chief Compliance Officer

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Hannah Bach

Marketing Director

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Jackie Wakefield

Operations Manager

Through our relationship with Bluecrest Financial Alliances, a MassMutual firm, we have access to their following specialists and resources.

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Caleb Nietupski

Life, Disability and Long Term Care Insurance

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Araceli Corsini

Head of Alternatives

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Kurt Lippincott

Head of Investment Office 

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Chazz Logue

CRPC, BFA, CFI, Senior Regional Director of Planning

These resources are employees of the MassMutual's Home Office.

I am licensed to sell insurance in: TX,OK, LA, AL, AZ, CA, FL, WY, NC; domiciled in Texas, CA Insurance License # 0I93421, and securities in: TX,AZ, CA, CT, IA, ID, LA, CO and FL. I am a registered representative of and can offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC Integrated Strategies is not a subsidiary or affiliate of MML Investor Services, LLC, or its affiliated companies. Neither MML Investor Services, LLC nor any of its subsidiaries are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters. CRN202705-8684951

Supervisory address: 14241 Dallas Parkway, Suite #1200, TX 75254 972.348.6300

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