Principal Members

Integrated Wealth Counselors

Daniel T. Allen

Dan Allen

Mr. Allen is the Vice President of The CFO Group and along with handling day to day operations of the firm, heads up the firm's assurance and tax divisions. Mr. Allen is also responsible for working as the outsourced CFO for several client companies and performing tax planning for business individuals and making recommendations to companies to improve cash flows and reduce costs.

Mr. Allen has extensive experience in evaluating lease/buy alternatives, establishing banking relationships and general corporate finance decisions. This experience was derived in his capacity as a business partner and advisor to numerous companies in varying industries and size. He has also focused on retirement planning for companies ranging from $1 million to $1 billion in revenues. This service has helped companies evaluate existing plans and to develop new plans, which better meet their retirement and recruitment needs. Mr. Allen has overall business knowledge in the areas of mergers and acquisitions, SEC filings and reporting, IPO's and complex corporate structures.

Prior to The CFO Group, Mr. Allen spent ten years in public accounting. He was previously with Deloitte & Touche LLP where he focused on tax planning, consulting and compliance. After leaving Deloitte & Touche, Mr. Allen joined Grant Thornton LLP.


David Adkins

David Adkins

David Adkins, General Counsel and Co-founder of Integrated Wealth Counselors, brings knowledge and experience to the IWC team in the areas of business and corporate law; real estate law; product distribution law; wills, trusts and estate planning; asset protection planning; and commercial and real estate financing. Mr. Adkins currently maintains an independent law practice (not related to Integrated Wealth Counselors) located in Reno, Nevada, with emphasis in the areas of business structuring, asset protection planning and estate succession and wealth transfer planning. Mr. Adkins also has extensive experience in the field of commercial finance. Mr. Adkins earned his Bachelor of Science in Business Management and Finance at the University of Nevada and his Juris Doctorate from the University of the Pacific, McGeorge School of Law, in Sacramento, California.


Rhonda Cain

Rhonda Cain

Before co-founding Integrated Wealth Counelors, Rhonda Cain enjoyed a 21-year career in the corporate world as Vice President/Chief Financial Officer of a multi-million dollar engineering firm. She facilitated the growth of the company from a 2-person, one-office start-up to a multi-million dollar corporation with 144 employees and 4 offices throughout Nevada and California.

During her career, however, Rhonda realized that in order to be truly financially independent, she needed to start investing. For the past 15 years, she has been in the real estate market as an investor and real estate developer. She has flipped properties, bought and held investments, developed housing tracts of over 100 units each. She is also experienced in land acquisition and entitlements. She has holdings in commercial real estate, single family and multi-family residential, and raw land.

The creation of Integrated Wealth Counselors was borne out of her frustration with growing her own business. She asked, 'What keeps the business owner awake at night' The answer is knowing that your team of professionals are working together for your best interest. As she grew her business and real estate holdings, she was repeatedly frustrated with the lack of communication with her professional advisors. She quickly realized that the optimal benefit for the client is for the Attorney, CPA, Insurance Advisor and Wealth Management Professional to all collaborate on the clients needs from the beginning of the business creation and continually thereafter as the clients needs change. With the proper entities in place from the beginning, she would have saved thousands of dollars in taxes and had more worryfree nights! This is what IWC can do for you!