Our Team

John J. Forken - How We Got Started


John J Forken
jforken@igcplans.com 585-421-1220 ext. 105

In 1981 John J. Forken turned from teaching high school students about business and economics to applying his knowledge to help adults achieve their financial goals. To his masters degree he added financial planning training through a 2.5 year program sponsored by CIGNA Financial Services Corporation. John and his wife Chris established The Independent Group of Companies SM in 1987.

Today, John is a Registered Representative of FSC Securities Corporation and Licensed Insurance Agent, and owns a Registered Investment Advisory firm.

John spends a great deal of time promoting his profession and his community. He is past president of the Upstate New York Chapter of the International Association for Financial Planning, and was a member of the Webster Team for Economic Development.


Freedom Financial Planning, LLC


Geralyn Murphy Gough, CFP®


Geralyn Murphy Gough
ggough@fscadvisor.com (585) 593-3141

Geralyn Murphy Gough, CFP® has been a financial consultant since 2000, earning the Certified Financial Planner® designation in 2003 and the Accredited Asset Management Specialist (AAMS) in 2001.  A graduate of SUNY at Oswego, she also spent 16 years working as the accountant and billing manager for a municipal public utility.  

She has a long-term approach to helping clients build and seek to maintain wealth.  She works with individuals, small businesses and non-profit organizations to help clients develop suitable investment habits and build portfolios

Active in many organizations and community events in Wellsville, she is a director and past president of the Rotary Club of Wellsville, a board member of the David A. Howe Public Library and also serves on the Educational Foundation of Alfred.

Geralyn is a lifelong resident of Wellsville, where she lives with her husband, Kenneth.  

Carlo Runca


Carlo Runca
crunca@fscadvisor.com 716-631-9333

Education
Niagara University, Niagara Falls NY; BS Business Management

Licenses/Registrations
NYS Life, Health, Disability
Series 6, 63

Affiliations
Independent Planning Group, Inc., June, 1999 to present
Runca Financial Services, March, 1997 to present
American General Securities, March 1997 – June 1999
Phoenix Home Life, June, 1984 to March 1997

*Carlos Runca offeres securities through FSC Securities Corporation

 

Scott E. Zakalik, CPA



Scott E. Zakalik
solutions@sez-cpa.com
585-425-1040

A former “Big 5” Tax Manager with over 7 years of public accounting experience, Scott specializes in federal and state income tax return preparation and consulting services for individuals, small corporations, partnerships, LLC’s, trusts and estates.

Scott has a Bachelors of Science in Accounting degree from Binghampton University and a Masters of Science in Taxation degree from St. John Fisher College. He is also a Certified Public Accountant (CPA) , which is a must when choosing a qualified tax return preparer.

As an Adjunct Professor of Accounting and Finance a St. John Fisher College, he is helping to shape the careers of many students in Rochester, NY. Scott believes in giving back to the community and is a strong supporter of various causes including the creation of Environment 101, a not-for-profit organization geared towards environmental education.



170 Packett  Fairport, NY 14450
Phone: 585-421-1220   Toll Free: 800-381-2070     Fax: 585-421-1223     Email: info@igcplans.com

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Securities and investment advisory services offered through FSC SECURITIES CORPORATION, a registered broker-dealer. Member FINRA/SIPC and registered investment advisor. The Independent Group of Companies is independent of FSC Securities Corporation.

State Securities Registrations: AL, AZ, CA, CO, CT, FL, GA, IL, KY, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, SC, TX, UT, VA