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Our Team

Jason B. Vanclef
  • Jason B. Vanclef

  • RFC, CEP, President, CEO VFG Securities, VFG Advisors, Vanclef Financial Group

  • Tel: 310-410-8341
  • Fax: 310-410-8340

Jason Vanclef was born in Eugene, Oregon and grew up in Palo Alto, CA. He attended Cal Poly, San Luis Obispo, earning a B.S. in Biological Chemistry. Over the years, Jason has felt that this degree taught him to think “outside the box” versus traditional degrees in Business or Finance. After 5 years as a Homicide/Narcotic Senior Criminalist with the California Sheriff’s Department, Jason created Vanclef Financial Group, Inc., a comprehensive financial services practice, offering planning services to a wide range of individuals and small businesses. For over a decade, he has developed extensive experience in asset preservation, retirement and estate planning strategies. Jason has mentored and coached hundreds of representatives on his contrarian and somewhat unique viewpoint about the necessary addition of tangible assets to a financial portfolio. In his book, “The Wealth Code; How the Rich Stay Rich in Good Times and Bad,” Amazon, 2009, Jason dispels the myth that the stock market is the key to retirement. Rather, he takes the position that regular and consistent cash flow is the only way to securely retire. In early 2009, Jason decided to separate himself from other independent advisors and build his own Registered Investment Advisor and FINRA member Broker/Dealer. VFG Securities, Inc. and VFG Advisors, Inc. allow clients and representatives alike to access best in class financial products and services with full transparency and disclosure. To bring his fascinating investment philosophy to a wider audience in 2010, Jason hosted The Wealth Code Radio Show Sunday mornings on KABC 790AM talk radio Los Angeles. Jason is a Series 24 (General Securities Principal), Series 7 (General Securities Representative) and Series 66 (Investment Advisor Representative) licensed financial representative, and also has his California Life Insurance license. Additional certifications include the Graduate Estate Planning Consultant (GEPC), Certified Estate Planner (CEP) and Registered Financial Consultant (RFC) professional designations. Jason and his two son Grant and Cole lives in the community of San Luis Obispo, CA. Whether your needs are due to a sudden inheritance, property sale, separation from your company or you simply feel in need of a second opinion, please contact Vanclef Financial Group and Jason Vanclef to explore strategies that may best fit your particular situation. Client reviews are confidential and always complimentary.

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Mark Trewitt
  • Mark Trewitt

  • CLU, ChFC, CFP®, AEP, Managing Partner of IFSG LLC, Financial Consultant of VFG Securities, Inc.

  • Tel: 972-312-1337
  • Fax: 214-291-5830

A specialist in the field of financial, estate and asset protection, Mark has been helping clients plan and achieve financial independence and security since 1981. Mark is committed to excellence, integrity and personal attention to each client’s needs. Mark volunteers in a number of capacities. Almost twenty years ago, Mark founded Doctors Referral Service (DRS) of North Texas. As former President of DRS, Mark works with some of Dallas’ foremost physicians and leading business executives. Mark serves in a volunteer capacity for The Master's Program and The Barnabas Group. Mark and his wife, Romalyn, live in Plano with their two sons Justin and Jordan, where they are members of Prestonwood Baptist Church.

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Christopher Dukes
  • Christopher Dukes

  • Financial Advisor

  • Tel: 805-449-8700
  • Fax: 877-599-2177

We have been working with individuals and businesses in the area for several years. Christopher Dukes has extensive personal and professional experience in the financial services area. Mr Dukes holds various professional designations, and he is licensed to sell a variety of investment and insurance products. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more sound financial future. We’re looking forward to using our expertise to help you possibly achieve your financial goals.

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John Brady
  • John Brady

  • Financial Advisor

  • Tel: 972-312-1337
  • Fax: 214-291-5830

John joined Integrated Financial in 2008, adding more than eighteen years of Financial Services experience to our team. He started his career at New York Life and later transitioned to private practice. John has spent the last decade working primarily with business owners as an independent financial advisor. As a coach and teacher at heart, John shares Mark’s passion for helping clients (and their families) to reach their full financial potential. John resides in Frisco with his wife of 21 years and their four children. John enjoys coaching various youth sports, teaching Sunday school (John and family are members of Prestonwood Baptist Church) and spending time with family and friends.

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Kim R Kunz
  • Kim R Kunz

  • Registered Principal

  • Tel: 805-461-0681
  • Fax: 805-460-0355

Kim R. Kunz, Registered Principal has been in Financial Services since 1979 and specializes in retirement planning and wealth management. Mr. Kunz has been a featured speaker throughout the Western United States at public and corporate information seminars with focus on American business, financial and estate planning and investing money successfully. He has an extensive background in all areas of corporate business planning, estate and investment planning, private placements and corporate finance. Mr. Kunz takes the time required to build long term relationships and earn the respect of each client by delivering more than they expect. When there is a challenge or problem, he is the guy that will find the solution and work hard to earn and keep each client's confidence and trust year after year. He also has been very active in serving in his community in various charitable and non-profit organizations. Kim and his wife Melodie have five grown children and enjoy their nine grandchildren more than anything in their lives currently.

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Linda Wimsatt
  • Linda Wimsatt

  • President, Coast Capital Wealth Management

  • Tel: 760-599-6558
  • Fax: 760-444-3222
Patrick Morehead
  • Patrick Morehead

  • Financial Advisor

  • Tel: 310-410-8341
  • Fax: 310-410-8340
  • Edward Price

  • Chief Compliance Officer

  • Tel: 310-410-8341
  • Fax: 310-410-8340