Team

Robert Spivey, Jr
ChFC, CLU, CWS, CExP, CITRMS
Founder and Consultant
rspivey@wealthstrategies.life

Robert ( "Robbie" ) is focused on developing and refining innovative techniques for enhancing and preserving wealth. A Certified Wealth Strategist, Certified Business Exit Planner and Chartered Financial Consultant, Robert holds Series 7, 24, 63 and 65 securities licenses with Calton Securities, Inc., and is a Registered Principal and Investment Advisor Representative with Integrated Investment Advisors.

Robbie has over three decades of experience delivering informed business advisory solutions and personal financial planning solutions to clients.

Gary Gross
CFP®, CLU, ChFC
Executive Vice President - Financial Planning​
ggross@wealthstrategies.life

Direct: 919-701-9050

Gary assists clients in the areas of wealth management, asset preservation, risk management, wealth transfer, life insurance, estate, and small business planning solutions. Gary’s specializes in positioning and business transfer planning.  He also has over two decades of experience in the 401K and Defined Benefit Market Place.  

Since 1998 Gary has been Board Certified Financial Planner license (CFP®) and holds both the Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC) designations. In 1992, he earned his degree in business, with a major in accounting from the University of Texas at Austin.

Doug Shellabarger
CLU, ChFC

Doug has been in the insurance industry for over 20 years. Prior to founding I.B.A., Doug was an independent wholesaler for a large, national marketing organization. In this capacity, he assisted independent agents and representatives with their life insurance, disability insurance, long term care insurance and fixed annuity needs.

Doug began his career in the insurance industry working for Transamerica Life. While with Transamerica, he worked as an external wholesaler traveling the country assisting agents and representatives with the entire Transamerica product line.

Doug has his CLU and ChFC designations and is both life licensed and securities registered.