Broker Check

Seeking Talent

ICM has been recruiting and grooming talented professionals since 1988. We offer
a unique value proposition to both experienced advisors, as well as entrepreneurs
that want to break into the industry.

Apply Now

Our Philosophy
What We Offer

Founded in 1988, Independent Capital Management, Inc. was formed with the philosophy of providing independent financial advice to individuals, families, and businesses throughout the country.

Comprehensive Approach

Learn about our holistic approach to financial planning, which focuses on the fundamental foundations of retirement, insurance, and real estate.

Subsidized Entrepreneurship

Our Subsidized Entrepreneurship model allows motivated advisors to maximize their growth potential, while leveraging our unparalleled mentorship and support.

Development Opportunities

Development Opportunities are a core value at ICM. Learn about opportunities to develop a productive and rewarding career as part of our team!

Careers in Finance Await You

Careers in Finance Await You

Founded in 1988, Independent Capital Management, Inc. was formed with the philosophy of providing independent financial advice to individuals, families, and businesses throughout the country.

Ready to get started? We are ready to help.

Contact Us

Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.
Learn More
Dreaming Up an Active Retirement

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?
Learn More
The Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.
Learn More

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Learn More

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
Learn More

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Learn More

Meet Our Team

Drew S. Marloe

Drew S. Marloe

ICM’s Founder, President, Chief Executive Officer and Chairman of the Board

William Farraj

William Farraj

Chief Marketing Officer, Senior Managing Partner

Jackie Marloe

Jackie Marloe

Director of Business Development

Marie Cammack

Marie Cammack

Division Manager

949-453-7660

949-453-7672

Pamela Rodriguez

Pamela Rodriguez

Division Manager

310-557-9850

310-557-8978

David Lumiqued

David Lumiqued

Division Manager

626-966-1426

626-966-0426

Kevin Yoneda

Kevin Yoneda

Division Manager

619-282-1182

619-282-3219

Michael Farrera

Michael Farrera

Division Manager

909-948-1608

909-948-7483

Susan Green

Susan Green

Division Manager

805-484-1011

805-484-0420

Jack Wlodkowski

Jack Wlodkowski

President of ICM Lending

949-200-4541

Questions? Comments?

Thank you!
Oops!

Want to be Smarter With Your Money?

Join our mailing list and get news and info to support your financial goals.
Thank you! Oops!