A Network of Support
Mountain Legacy is a member of the Independent Financial Partners (IFP) network of financial professionals. This alliance with IFP gives our firm access to the tools and resources necessary to provide the level of service that plan sponsors, plan participants, and private investors deserve.
Independent Financial Partners (IFP) is a full-service financial professional support firm. Financial professionals are their clients, and they provide solutions and services for their business needs, allowing them to focus on their clients.
Independent Financial Partners Asset Management Team
Aaron Gilman, CFA, CFP
Chief Investment Officer, IFP
Aaron Gilman serves as the Chief Investment Officer for Independent Financial Partners and the President of IFP Asset Management. He conducts analytical research and due diligence for all investment types, portfolio analysis and construction, portfolio management, and directs all activities in IFP’s asset management group. Mr. Gilman also serves as the head of the IFP Investment Advisory Committee.
Mr. Gilman is an employee of Independent Financial Partners and not affiliated with Mountain Legacy.
FINRA BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Pete Nunley CFA, MBA
Director, Asset Management, IFP
Pete Nunley conducts due diligence for investments and also helps manage IFPAM’s model portfolios. Additionally, Pete helps financial professionals with all investment-related tasks, including researching stocks, ETFs, and mutual funds, constructing portfolios, and building customized investment strategies. Pete also oversees strategy implementation within accounts on Pershing, Schwab, Fidelity, and TD Ameritrade. Pete serves on IFP’s Investment Advisory Committee.
Mr. Nunley is an employee of Independent Financial Partners and not affiliated with Mountain Legacy.
FINRA BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
