Kelly G. Burke, Managing Partner
Kelly Burke, a founding member and Managing Partner of Integrated Financial Strategies, LLC, is a financial planning expert and entrepreneur. His highly creative style coupled with his deep understanding of his clients allows for unique solutions to common financial issues.
Throughout his twenty years of experience, Kelly has educated thousands of individuals, who are in or nearing retirement, about how to maximize their assets for income. He has been featured in the Charlotte Business Journal as a Top Wealth Manager and listed in Charlotte Magazine, annually since 2008, as a Top Wealth Advisor.
He earned a Bachelor of Science with honors from Louisiana Tech University. Kelly is involved in many charitable and non-profit organizations including his own Summit Organization, with his wife Melissa Burke.
In his free time, Kelly enjoys being outdoors. He is an avid adventure traveler and home chef. His knowledge of international food and wine is extensive.
Kelly’s favorite pastime is spending time with his wife and children.
Roy Mattox, Chief Market Strategist / Portfolio Manager
Roy Mattox is the Chief Market Strategist and Portfolio Manager for Integrated Financial Strategies. He has over 30 years of experience in managing portfolios. His career in financial services began as an analyst for a major bank in Houston, Texas after graduate school in 1985.
After very successful stints employed by A.G. Edwards as a Vice President and PaineWebber as a Senior Vice President of Investments, he departed and concentrated on managing his personal account for 17 years. At Integrated Financial Strategies LLC, he focuses solely on managing money for client portfolios on a discretionary basis.
He holds a BS degree and MBA from Louisiana State University. He has conducted numerous seminars for individual investors and corporations over his career. He is well known in the local area as the host and facilitator for the Charlotte Investors Business Daily Meetup Group held Virtually on Zoom monthly. He writes a weekly market blog for Integrated Financial Strategies. He maintains a social media presence on Twitter at #RoyLMattox, as well as on Linkedin.
He sits on the Board of the LSU Alumni of the Carolinas and has attended Elevation Church since 2006. When he is not monitoring the stock market, his primary interest are the activities of his adult children: Kristen, Brady, and Wesley. He enjoys sporting events, the theater, festivals, great Cajun cooking, comedy, and travel.
Wesley Mattox, Chief Technical Strategist / Portfolio Manager
Wesley Mattox is the Chief Technical Strategist and Portfolio Manager for Integrated Financial Strategies. He graduated from UNC at Chapel Hill in 2015 with a BA in Economics and BA in Mathematics, and his credentials include the esteemed CFA and CMT designations. Wesley began his career in equity research in 2015 covering stocks in the Financial Technology sector. He moved to NYC in 2018 to support the #1 analyst in the Leisure, Lodging & Gaming at UBS and later joined the #1 Transportation analyst at Wolfe Research where he worked until the start of 2022. Wesley’s passion for the markets began growing at a young age as he studied stock charts on Investors Business Daily in high school. His passion grew while reading dozens of economics and investment classics including How to Make Money in Stocks by William O’Neil, Free to Choose by Milton Friedman and Reminisces of a Stock Operator by Jesse Livermore. At Integrated Financial Strategies, LLC Wesley will co-manage client portfolios on a discretionary basis and provide relevant technical analysis market commentary. Wesley recently moved back to his hometown, Charlotte, NC, with his wife, Liska, where he lives at the Palisades with their dog, Kona. He enjoys reading and exercising at CrossFit Steele Creek and looks forward to improving his golf game at the Palisades Country Club.
Linda Gorman, Office Manager
Linda provides administrative and office managerial support to the Integrated Financial Strategies Team. She has worked in the financial industry for the past 10 years.
Linda was born in Detroit, Michigan but was raised in Southern California. She received her Associate’s Degree in Liberal Arts from Los Angeles Pierce College with a focus on business and English.
She moved to Charlotte, North Carolina in 1999 with her husband and two children.
In her free time, Linda enjoys athletic training at D1 Sports, where her daughter is the Operations Manager. She also makes it a point to travel to California every year to see her father, her brother, and her two sisters.
Kenneth Miller, Partner
Mr. Kenneth W. Miller entered the financial services industry in 1975 with American General Corporation. As a representative of American General Life Insurance Company, he qualified for eight national conventions and was a member of the company’s top forty representatives six different times.
In 1983, Mr. Miller began developing an independent practice specializing in the areas of investment planning, business and estate planning, and employee benefits. Ken has been an instructor for Successful Money Management, Financial Strategies for Successful Retirement, Lifelong Financial Security, Retirement & Asset Protection Workshops, and other financial classes.
Ken is a registered investment advisory associate with Integrated Financial Strategies, LLC and a registered representative with Fortune Financial Services, Inc. In addition, he is a member of the Million-dollar Round Table, the Court of the Table, and the National Association of Insurance and Financial Advisors. Ken has also been a recipient of the National Quality and National Sales Achievement Awards. He has received numerous other sales awards over his 40-year career in the financial services industry.
In 1977, Ken married Lisa Cooper. They are parents of five sons and two daughters: Paul, David, Philip, Stephen, Emily, Isaac, and Katie.
Ken’s practice is devoted primarily to those who are seeking guidance and assistance in meeting their long-term goals. His primary focus is in the areas of investment management, tax planning, business and estate planning, and employee benefits.
Phil Miller, Partner
Phil Miller, son of Ken Miller, entered the financial services industry in 2003 as an Advisor with The MONY Group in Charlotte, NC. He has had tremendous success under the mentorship of his Father. Phil & Meredith, married in 2005, are the proud parents of five children. (Chloe, Cooper, Levi, Liam, & Camden) Phil is an avid golfer, fisherman, kayaker, and traveler.
