Who We Are
 
R. Griffith McDonald Conan M. Malmer John J. Downer Aaron S. Tanner
Kimberly Koschalk Patrice Cole Bobette Cianteo

R. Griffith McDonald, President
Griff McDonald has been an investment advisor representative of IFSG,  and a registered representative of Mutual Service Corporation since 1982 and became registered principal in 1986.  He has a B.A. in chemistry from DePauw University and a M.B.A. from Harvard Graduate School of Business Administration in 1966.  Prior to IFSG, Griff served in various investment-related management roles with Standard Oil of Ohio and Xerox Corporation.  He specializes in providing investment advisory and financial planning services for individuals, pension plans and corporations.  Griff was selected one of the top 250 financial advisors in the United States by WORTH Magazine for the past four years. 

Conan M. Malmer, Vice President & Portfolio Manager
Conan Malmer began his career with IFSG in 1991 after studying economics at Eastern Michigan University.  He specializes in stock portfolio design and investment strategies for individuals and pension accounts through advanced technological research.  Conan also provides financial planning and general investment advice for individuals and pension plans tailored to particular client goals, resources, experience and risk tolerance.

Conan has extensive trading experience that involves restricted securities, block trading, estate re-registration, company stock options and traded option strategies.

He is a registered representative of Mutual Service Corporation. 

John J. "Jeff" Downer, CFP, Vice President
John J. (Jeff) Downer is a Certified Financial Planner with over 25 years of experience in the financial services industry.  He is also a registered representative of Mutual Service Corporation, and a registered investment advisor under IFSG Planning Associates, Ltd..  With this extensive background, he has fashioned a financial planning practice for his clients that emphasizes sound planning methods and conservative investment philosophies. 

Mr. Downer's services are tailored to help meet the needs of each client.  His recommendations are determined by individual consultation and analysis of each client's specific financial needs.  He can assist with investment and tax planning, insurance benefit analysis, and in the development of retirement, business and estate planning strategies to help meet the objectives of each client. 

Aaron S. Tanner, Portfolio Administrator
Aaron joined IFSG in 1997 as a Financial Services Associate and has held his current position of Portfolio Administrator since July, 1999.  He is responsible for stock & mutual fund trading, asset allocation and performance reporting.  Aaron is a member of the Executive Committee, which maintains the firm's investment policy.

Aaron graduated from Michigan State University in 1996 with a B.A. in Finance.   He holds a Series 7 Securities License and is a Registered Representative of Mutual Service Corporation, a member of the National Association of Securities Dealers (NASD) and Securities Investor Protection Corporation (SIPC).
 

MEET THE SUPPORT STAFF
Kimberly Koschalk, Senior Corporate Administrator
Kim joined IFSG in 1982.  She manages the administration of IFSG's business accounting, payroll, and human resource functions.  More importantly, Kim oversees IFSG's compliance with the various security industry regulatory agencies such as the National Association of Securities Dealers (NASD) and the Securities and Exchange Commission (SEC).  She also serves as the coordinator for IFSG’s Office of Supervisory Jurisdiciton and as corporate treasurer.  Prior to joining IFSG, Kim worked for Secured Financial Investments in Missoula, Montana and Midland National Bank in Minneapolis, Minnesota.
Patrice Cole, Financial Services Assistant
Patrice joined IFSG in 2002 as an Administrative Assistant and was promoted to Financial Services Assistant within seven months.  She is responsible for assisting five Registered Representatives with the operation and maintenance of their client accounts.  Patrice is currently working towards an Associates Degree in Accounting from Ashworth College in Atlanta, Georgia via the internet.
Bobette Cianteo, Financial Services Associate
Bobette joined IFSG in 2002. She acts as a liaison with clients, clients’ advisors, product sponsors, banks, trustees, transfer agents, broker-dealers and outside money managers in the establishment and maintenance of various individual and pension accounts.  Bobette is responsible for preparing portfolio reviews for asset management accounts and calculating advisory fees.  Bobette graduated from Eastern Michigan University with a B.S. in Communications and Business Management.  Prior to joining IFSG, Bobette worked for State Farm Insurance as a customer service representative.