Put Our Experienced Team
to Work for You

Our Team, On Your Side

Integrated Financial Management was founded in 2000. The goal of our firm always has been to deliver comprehensive, independent financial planning and wealth management services to individuals, families, and businesses.

Based in Lake Charles, Louisiana, we serve many executives and managers from the petrochemical refining industry, as well as small-business owners, surveyors, engineers, physicians, retirees, and pre-retirees throughout Southwest Louisiana and East Texas.

Because our approach always puts your interests first, our client relationships frequently develop into lifetime friendships and working relationships. With the assistance of robust technology, distance generally isn’t an obstacle to our services. While life ushers in constant changes, such as relocations and new family members, we aim to be a constant in our clients’ lives. In fact, many of our clients have relocated to states far from our home base, such as Maine, North Carolina, Georgia, and Florida, with no impact on our client/advisor relationship.

We pride ourselves on offering the highest levels of personalized service, knowledge, experience, and integrity. Our team includes:

 

Timothy J. Aguillard

Timothy J. Aguillard

Director
Tim has more than 20 years of experience in the fields of finance and accounting. After serving in a variety of areas as a public accountant for several years, Tim found his passion in providing comprehensive financial planning and complex wealth management services to individuals, families, and businesses, which led to the founding of Integrated Financial Management.

Tim earned a Bachelor of Science degree in accounting in 1989. Prior to serving as director of Integrated Financial Management, he was a partner with a Louisiana-based public accounting firm. He holds the American Institute of Certified Public Accountants designations of Certified Public Accountant (CPA) and Personal Financial Specialist (PFS). He also holds the designation of Certified Financial PlannerTM, the recognized standard of excellence for personal financial planning issued by the Certified Financial Planner Board of Standards, Inc.

 

Kellie SmithKellie C. Smith

Operations
Kellie is responsible for providing client support relative to account administrative and operational needs. She is also responsible for back office and business operations support.
 
Kellie earned a Bachelor Of Science degree in marketing in 2004.  Prior to joining Integrated Financial Management, she served as an outreach specialist for Southwest Louisiana Area Health Education Center.

Kellie brings a valuable continuity of service to the client investment process and client experience. 
 

 

 

Lynda J. Bickford

Operations
Lynda provides administrative and clerical support for investment and planning services, and also provides back office and business operations support. She brings more than 20 years of experience in the accounting industry to the firm.

 
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