Our Team
A major determining factor in your ability to work toward your goals, is getting the proper advice.With industry accreditation and years of collective investment experience, our proficient team of investment professionals work together to address the distinct goals of each client.
You might recognize some of our principals from their high profile work and engagement with the St. Augustine community. Our agency is well known for its local involvement through memberships, board appointments and volunteer opportunities and for giving back to the community through a number of civic and philanthropic endeavors. In fact, over the years, we’ve had on staff at ThompsonBaker two mayors, multiple Flagler Hospital trustees, Rotary and Kiwanis presidents, Boy Scout leaders and Chamber of Commerce board members.
Alan Bratic, CFP®
President
abratic@lpl.com
Education: Flagler College, B.A., Finance & Economics, 1997, Florida State University, CERTIFIED FINANCIAL PLANNER™ certification, 2003
Prior to joining ThompsonBaker in 2000 as a Financial Advisor and Manager of the Financial Services department, Alan worked for Banc of America Investment Services. He has over 19 years of experience and holds his securities Series 7, 24, 63, and 65 registrations held with LPL Financial and is licensed with the State of Florida Department of Insurance to transact health and life insurance. Alan is originally from Croatia and is married to Erin and has 3 children.
Professional & Community Involvement:
Member, Million Dollar Roundtable
Past-President, Flagler College Athletic Boosters
Past-President, St. Augustine Kiwanis Club
Board of Directors, St. Augustine Rotary Club
Treasurer, LEAD Fund, Flagler College
Alan Bratic, CFP®
President
abratic@lpl.com
Education: Flagler College, B.A., Finance & Economics, 1997, Florida State University, CERTIFIED FINANCIAL PLANNER™ certification, 2003
Prior to joining ThompsonBaker in 2000 as a Financial Advisor and Manager of the Financial Services department, Alan worked for Banc of America Investment Services. He has over 19 years of experience and holds his securities Series 7, 24, 63, and 65 registrations held with LPL Financial and is licensed with the State of Florida Department of Insurance to transact health and life insurance. Alan is originally from Croatia and is married to Erin and has 3 children.
Professional & Community Involvement:
Member, Million Dollar Roundtable
Past-President, Flagler College Athletic Boosters
Past-President, St. Augustine Kiwanis Club
Board of Directors, St. Augustine Rotary Club
Treasurer, LEAD Fund, Flagler College
Teresa Marcarelli
Financial Services Account Manager
teresa.marcarelli@lpl.com
Education: Eastern Connecticut State University, B.S., Communication
Teresa joined ThompsonBaker in 2019. She holds her 215 Life, Health, and Annuities license with the State of Florida Department of Financial Services. Teresa is a new resident of Florida and enjoys going to the beach, traveling, and spending time with family and friends.
Teresa Marcarelli
Financial Services Account Manager
teresa.marcarelli@lpl.com
Education: Eastern Connecticut State University, B.S., Communication
Teresa joined ThompsonBaker in 2019. She holds her 215 Life, Health, and Annuities license with the State of Florida Department of Financial Services. Teresa is a new resident of Florida and enjoys going to the beach, traveling, and spending time with family and friends.
Strategic Partners*
Land Bridgers
Co-CEO
Integrated Financial Group
Anyone who knows Land Bridgers understands that he’s dedicated and has a passion for helping advisors connect their needs and wants with the right resources. Land has been in the financial services industry for the past fifteen years as a Vice President-Wealth Manager at Bernstein Global Wealth Management, and as Regional Vice President at Wells Real Estate Funds. Throughout his career, Land has helped advisors all over the country with practice management, overall business growth, and client portfolio construction. Currently, Land serves as the Co-Chief Operating Officer of Integrated Financial Group. He manages IFG’s 13-member Executive Team, overseeing daily operations and business development.
Land is a native of Atlanta, Georgia. He graduated from The Lovett School and received a B.A. in Political Science from Tulane University in New Orleans, Louisiana. Currently Land serves as Chairman of the Board at Wesleyan School. He is actively involved at Passion City Church, YoungLife/Johns Creek, and Leadership Ministries, Inc. Land and his wife, Katie, have two beautiful daughters and reside in Peachtree Corners.
Land Bridgers
Co-CEO
Integrated Financial Group
Anyone who knows Land Bridgers understands that he’s dedicated and has a passion for helping advisors connect their needs and wants with the right resources. Land has been in the financial services industry for the past fifteen years as a Vice President-Wealth Manager at Bernstein Global Wealth Management, and as Regional Vice President at Wells Real Estate Funds. Throughout his career, Land has helped advisors all over the country with practice management, overall business growth, and client portfolio construction. Currently, Land serves as the Co-Chief Operating Officer of Integrated Financial Group. He manages IFG’s 13-member Executive Team, overseeing daily operations and business development.
Land is a native of Atlanta, Georgia. He graduated from The Lovett School and received a B.A. in Political Science from Tulane University in New Orleans, Louisiana. Currently Land serves as Chairman of the Board at Wesleyan School. He is actively involved at Passion City Church, YoungLife/Johns Creek, and Leadership Ministries, Inc. Land and his wife, Katie, have two beautiful daughters and reside in Peachtree Corners.
Crystal Epstein
Chief Compliance and Risk Officer
Integrated Financial Group
Crystal brings over a decade of experience supporting advisors to her position of Chief Compliance and Risk Officer. She is committed to achieving the highest level of regulatory compliance. Her responsibilities include obtaining and understanding FINRA, SEC, and state securities rules and regulations to support the growing and ever-changing needs of advisors and supervising the activities of LPL and IFG Advisory Advisors.
Her area of expertise include: Compliance, FINRA Regulations, SEC Regulations, Operations, LPL Financial policies, and Integrated Financial Group policies. She received her B.A. in Finance from the University of Florida, holds her Series 7, 24, 66 and the AIF®, IACCP® designations.
Karen Cooke-Thomas
Director of Operations
Integrated Financial Group
Karen has been working as Operations and Human Resources Manager from Integrated Financial Group’s inception. Both advisors and their assistants are her direct clients. Her main objective is to assist the Co-CEO, Land Bridgers, in creating a professional and responsive environment for the advisors, their assistants, and their clients.
Outside the office, Karen is actively involved 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 with her husband, Charles.
Karen Cooke-Thomas
Director of Operations
Integrated Financial Group
Karen has been working as Operations and Human Resources Manager from Integrated Financial Group’s inception. Both advisors and their assistants are her direct clients. Her main objective is to assist the Co-CEO, Land Bridgers, in creating a professional and responsive environment for the advisors, their assistants, and their clients.
Outside the office, Karen is actively involved 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 with her husband, Charles.
Karen Cooke-Thomas
Director of Operations
Integrated Financial Group
Karen has been working as Operations and Human Resources Manager from Integrated Financial Group’s inception. Both advisors and their assistants are her direct clients. Her main objective is to assist the Co-CEO, Land Bridgers, in creating a professional and responsive environment for the advisors, their assistants, and their clients.
Outside the office, Karen is actively involved 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 with her husband, Charles.
Heather Hawthorne
Director of Marketing
Integrated Financial Group
Heather started working with Integrated Financial Group in 2012 as an independent consultant. Her expertise in brand development, copywriting, and content marketing helped the company more than double IFG’s assets under management since 2015. Heather was hired as Director of Marketing in October 2018 and works closely with IFG’s Executive Team to foster their culture, manage their brand, and support advisor members with marketing services to help them grow their practices.
When she’s not writing or wrangling her middle schoolers – Thomas and Mia – you can find Heather out exploring Atlanta’s jazz scene and hanging with friends. Proudly Canadian and soulfully Southern, Heather’s other loves include coffee, kindness, the Lowcountry, Jack Russells, thrift stores, and people who think for themselves.
Heather Hawthorne
Director of Marketing
Integrated Financial Group
Heather started working with Integrated Financial Group in 2012 as an independent consultant. Her expertise in brand development, copywriting, and content marketing helped the company more than double IFG’s assets under management since 2015. Heather was hired as Director of Marketing in October 2018 and works closely with IFG’s Executive Team to foster their culture, manage their brand, and support advisor members with marketing services to help them grow their practices.
When she’s not writing or wrangling her middle schoolers – Thomas and Mia – you can find Heather out exploring Atlanta’s jazz scene and hanging with friends. Proudly Canadian and soulfully Southern, Heather’s other loves include coffee, kindness, the Lowcountry, Jack Russells, thrift stores, and people who think for themselves.