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.

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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.

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Learning Center

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

Counteracting Capital Gains with Tax-Loss Harvesting

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Learn More
Insuring Your Second Home

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Learn More
It Was the Best of Times, It Was the Worst of Times

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.
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When Markets React

When markets shift, experienced investors stick to their strategy.
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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
Learn More

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
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

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