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Marathon Financial Strategies

  • Office: 770.353.6346
  • Cell: 770.493.6555
  • Email: wes@marathonfinancialstrategies.com

Marathon Financial Strategies

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Meet our Team

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Wes Littlejohn, CFP®, CPA

404.353.6346
770.493.6555
wlittlejohn@intfingroup.com

Wes has been in the financial services industry since 1996. He began his career providing audit and tax services, including jobs at Ernst and Young and The Coca-Cola Company. For over 15 years he has focused on providing financial planning services to individuals, families and small businesses. Wes believes in a long-term approach and values ongoing, trusting relationships. As a CFP® and CPA, Wes is qualified with the knowledge and capabilities to help clients with their investment and retirement planning needs. With his comprehensive education to handle all aspects of a person’s financial situation, Wes strives to design strategies designed to fit each client’s personal situation.

Services

  • Financial Planning 
  • Investment Management 
  • Retirement Planning 
  • Wealth Management 
  • Tax Planning 
  • Insurance Planning and Analysis

Education/Certification 

  • CERTIFIED FINANCIAL PLANNER™ professional 
  • Certified Public Accountant (CPA) 
  • Bachelor of Science in Accounting and Business Administration, College of Charleston 
  • General Securities Representative, FINRA Series 7** 
  • Uniform Securities Agent, FINRA Series 63** 
  • General Securities Principal, FINRA Series 24**

**Securities registrations currently held with LPL Financial

Outside the Office 

Wes plays ALTA tennis and has completed three marathons, including the Boston Marathon. He is the Den Leader for his son’s Cub Scout troop and is a deacon at Intown Community Church. Wes always enjoys family activities with his wife, Sally, and their two children.

Gary Alpert, CFP ®

Investment Strategy Partner

770.353.6356
404.213.9645
770.353.6338
galpert@intfingroup.com

Strategic Partner

Gary and Wes have collaborated on investment strategies for over a decade.  This team approach leverages their collective experience and brings a balanced financial plan that is tailored to fit the needs of each individual client. 

Areas Of Expertise

  • Financial Planning
  • Investment Management
  • Employee Benefits Analysis
  • Retirement Planning
  • Insurance Planning

Education/Certification 

  • CERTIFED FINANCIAL PLANNER™ professional
  • MBA, University of Georgia, Terry College of Business
  • BS in Economics, SUNY, Binghamton
  • General Securities Representative, FINRA Series 7**
  • Uniform Securities Agent, FINRA Series 63**
  • General Securities Principal, FINRA Series 24**
  • Registered Options Principal, FINRA Series 4**
  • Municipal Securities Principal, FINRA Series Series 53**

**Securities registrations currently held with LPL Financial

Outside the Office 

Gary enjoys traveling overseas in order to experience unique cultures and beautiful scenery. He is also dedicated to health and to physical fitness; spending time at the gym but also getting out for scenic hikes. Gary loves animals and has two cats, Duster and Archie.

Karen Cooke

Operations Manager, Integrated Financial Group

770.353.6438
770.353.6359
KCooke@TheBrainTrust.net

Karen has been working as Operations and Human Resources Manager for the past 15 years. Karen has been working as Operations and Human Resources Manager from the Consortium's inception.  Both advisors and their assistants are her direct clients. Her main objective is to assist the Managing Director, Don Patrick, in  creating a professional and responsive environment for the advisors, their assistants and their clients.

Areas Of Expertise

  • Managing Office Operations & Procedures
  • Bookkeeping Responsibilities
  • Coordinating Human Resource and Payroll Functions
  • Books & Records Maintenance
  • Managing Virtual Assistant Program 

Education/Certification

  • Diploma in Human Resource Development
  • Certificate in Office Administration
  • Certificates in Basic Annuities, Mutual Funds & Life Insurance Concepts
  • Outside the Office

Outside the Office

Karen is actively involved in coordinating and participating in Prison, Nursing Home, Community Services and Seniors Ministries in her church. She likes to read, travel, study prophecies of the Bible, and take family vacations.

About

  • Story and History
  • Meet our Team
  • Why Choose a CFP
  • Our Strategic Partners

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  • 200 Ashford Center North, Suite 400 , Atlanta, Georgia 30338 United States
  • Phone: 770.353.6346
  • Email: wes@marathonfinancialstrategies.com

Securities offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through IFG Advisory, LLC, a registered investment advisor.  IFG Advisory, LLC, and Marathon Financial Strategies are separate entities from LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Alabama, Arizona, Colorado, Florida, Georgia, Maryland, South Carolina, Texas.

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