About Independent Capital Management | Your Financial Partner

Who We Are

Independent Capital Management is an experienced wealth management firm helping clients organize, grow, protect, and transition wealth through personalized financial guidance.

^{our firm}A Longstanding Wealth Management Firm with a Comprehensive View of Your Financial Life.

ICM was founded in 1988 with a commitment to providing personalized financial guidance and a high level of client service. Today, our team supports individuals, families, business owners, and institutions through a broad range of planning and advisory capabilities.

Our independence allows us to evaluate strategies with your interests at the center. Our breadth allows us to look beyond any single account, product, or transaction and help you make decisions in the context of your larger financial life.

^{our mission}To Help Clients Make Confident Financial Decisions at Every Stage of Wealth.

Our mission is to help clients bring clarity to complexity. We believe effective wealth management requires more than investment selection. It requires understanding your goals, coordinating the right strategies, and helping you adapt as your life, family, business, and priorities change.

We work to serve as a trusted financial advocate — helping you evaluate options, understand tradeoffs, and build a plan designed around what matters most.

^{our team}Meet the Team Behind Your Plan

ICM brings together advisors, financial professionals, and specialists across multiple disciplines. Our collaborative model is designed to give clients access to thoughtful guidance across planning, investments, insurance, real estate, lending, taxation, estate considerations, and business-owner needs.

Leadership

Drew Marloe

Founder, Chairman, President & CEO

Lance Stanley

Chief Financial Officer

William Farraj

Chief Marketing Officer

Susan Green, CFP®

Managing Director

Michael Ferrera

Managing Director

David Lumiqued

Managing Director

Kevin Yoneda

Managing Director

Pamela Rodriguez

Managing Director

Leadership

David Lumiqued

Managing Director

Drew Marloe

Founder, Chairman, President & CEO

Kevin Yoneda

Managing Director

Lance Stanley

Chief Financial Officer

Michael Ferrera

Managing Director

Pamela Rodriguez

Managing Director

Susan Green, CFP®

Managing Director

William Farraj

Chief Marketing Officer

Advisors

Aaron Jewett, CFP®

Financial Advisor

Alan Iinuma

Financial Advisor

Albert Cornel

Financial Advisor

Alessandro Laguercia

Financial Consultant

Alyssa Arizaga

Insurance Specialist

Andrea Ashbacher

Financial Advisor

Anitra Yarbrough

Executive Administrative Assistant

Barbara Shufani

Financial Consultant

Christine Smith

Registered Assistant

Cyndee Foscue, CFP®

Financial Advisor

Dean Dulnuan

Insurance Specialist

Fany Marissa Hirales

Senior Director

Genie Lebay-Short

Financial Advisor

Glenn Lyons

Financial Advisor

Glenn Unser

Financial Advisor

Jack Randall

Financial Advisor

John Iszard

Financial Consultant

Jonathan Issac

Senior Director

Kamran Aghili

Financial Consultant

Kevin Rooplall, CFA

Financial Advisor

Kevin Miller

Insurance Specialist

Liberty Dela Cruz Lee

Financial Consultant

Lisa Lewis

Financial Advisor

Mark Bulluck

Financial Consultant

Matthew Henry

Financial Advisor

Michael Wegge, CFP®

Financial Advisor

Minh Huynh

Senior Director

Rachel Trillanes

Financial Consultant

Richard Frank

Financial Advisor

Robert Harrell

Financial Advisor

Roxanne Jones

Financial Advisor

Steven Simmons

Financial Advisor

Summer Dole

Client Services Specialist

Vanessa Galvan

Insurance Specialist

Professionals

Alyssa Arizaga

Insurance Specialist

Summer Dole

Client Services Specialist

Dean Dulnuan

Insurance Specialist

Vanessa Galvan

Insurance Specialist

Anitra Yarbrough

Executive Administrative Assistant

Christine Smith

Registered Assistant

^{frequently asked questions}

ICM combines the personal attention of an advisor-led relationship with the breadth of a comprehensive wealth management platform. Our team looks across your full financial picture, helping coordinate planning, investments, insurance, real estate, taxation, estate planning, and other key decisions.

We work with individuals, families, business owners, institutions, pre-retirees, retirees, and professionals who want experienced guidance for important financial decisions.

No. Investment guidance is one part of what we do. We also help clients think through retirement planning, insurance and risk management, tax strategies, real estate and mortgage lending, estate planning, college planning, and broader financial strategy.

Yes. ICM has offices across the country and we also work with clients virtually, allowing us to support clients in a way that fits their preferences and location.

^contact Looking for a More Complete Wealth Management Relationship?

Connect with ICM to learn how our team can help you organize your financial life and move forward with confidence.

Who We Are

our firm A Longstanding Wealth Management Firm with a Comprehensive View of Your Financial Life.

our mission To Help Clients Make Confident Financial Decisions at Every Stage of Wealth.

our team Meet the Team Behind Your Plan

Leadership

Leadership

Advisors

Professionals

frequently asked questions

contact Looking for a More Complete Wealth Management Relationship?

^{our firm}A Longstanding Wealth Management Firm with a Comprehensive View of Your Financial Life.

^{our mission}To Help Clients Make Confident Financial Decisions at Every Stage of Wealth.

^{our team}Meet the Team Behind Your Plan

^{frequently asked questions}

^contact Looking for a More Complete Wealth Management Relationship?