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Jacqueline Kumsher

Operations Specialist at Intergy Private Wealth

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Jacqueline is a Operations Specialist for Intergy Private Wealth. She has been working with Mark and Charlie for 4 years. Jacqueline’s experience in finance and planning began in 2015 as ...

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INTERGY PRIVATE WEALTH

INTERGY PRIVATE WEALTH

  • description Description
    Intergy Private Wealth was founded in 2021 by Mark Perrault, CFP, RICP, MBA, and Charlie Dunn, CFP, RICP, whose partnership began formally in 2016. At the launch of our firm, Mark and Charlie...

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  • Employees count Employees 1-10
  • Revenue Revenue 1 Million to 5 Million
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