Our Team

Team

How We Work

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.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Aaron Gilman

Chief Investment Officer, IFP

Aaron Gilman serves as the Chief Investment Officer for Independent Financial Partners and the President of IFP Asset Management. He conducts analytical research and due diligence for all investment types, portfolio analyses and...

Andrew Dietz

Managing Director/ Family Office Services

(410) 891-5700

(800) 240-2967

adietz@monumental-us.com

Andrew has over 20 years of experience in business strategy including managing assets for individuals, trusts, and corporations. He founded The Dietz Group in 1996 during his tenure at Ferris, Baker Watts, Inc. Andrew is a graduate of...

Bob Davis

Financial Consultant

609-238-0728

Bob.Davis@Monumental-US.com

With over 18 years of experience as a licensed financial advisor, Bob Davis is dedicated tohelping individuals, families, and small business owners build and protect their financialfutures. Since entering the industry in 2007, Bob has...

Jake Muehlschlegel

Alternative Investments Analyst, IFP

Jake Muehlschlegel is responsible for performing the initial and on-going due diligence of alternative investments at IFP. Alternative investments include private real estate, hedge funds, private equity/credit, and real assets. Jake...

Pete Nunley

Director, Asset Management, IFP

Pete Nunley conducts due diligence for investments and also helps manage IFPAM’s model portfolios. Additionally, Pete helps advisors with all investment-related tasks, including researching stocks, ETFs, and mutual funds, constructing...