Integrity is a Registered Investment Advisor that provides leadership and expertise in wealth management and business financial planning.
Integrity is a Registered Investment Advisor that provides leadership and expertise in wealth management, business financial planning, and legacy planning. We strive to deliver an exceptional client experience through tailored solutions to meet our client’s most complex financial challenges. Our holistic planning empowers you to build a financial legacy and successfully pass it on to your family and charitable causes.
Whether you are just starting out or already enjoying retirement, we help countless individuals just like you. Our advisors serve a wide array of clients including individuals, affluent families, small businesses, institutions, and non-profits. No matter the scope of your business or the size of your account, we can create a customized financial plan that is tailored to your unique situation and investment goals.
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A crucial part of any investment advising solution is the client’s ability to easily access account information in real-time. A best in class technology suite should be available to accomplish this goal. In addition, a fully integrated suite provides clients with the ability to organize and prioritize short-term and long-term investment and financial goals. The ability to access and utilize a robust technology platform substantially enhances the client/advisor relationship.
Estate planning is a critical part of ensuring your family’s legacy and long-term financial health. These strategies combine a mix of financial and legal tools to protect your family’s wealth beyond your own life expectancy and on to future generations. Financial advisors will not only be able to provide you with a comprehensive financial plan, but will also be able to connect you with other estate planning professionals to help you establish the optimal legal framework to protect your family’s future.
While most people consider financial planning to be primarily about the management of assets they’ve already accumulated, many forget to assess the value of future income on their long-term financial condition. In fact, income planning is a critical part of the overall investment process, as it enables you to prepare for changing lifestyle needs over time, while simultaneously establishing a savings plan that will ensure you achieve your long-term goals. Your financial advisor should work with you to develop a comprehensive income strategy that bridges the gap between where you are today and where you want to be in the future in terms of monthly retirement income.
Many people are very aware of the impact taxes have on their current income, however, few consider the long-term effect taxes play on their financial holdings. Especially in light of recent changes to the tax code, it is more important than ever for investors to understand the implications tax policy has on their total wealth. Top financial advisors provide you with a mix of investment strategies to diversify the tax implications on your investment portfolio as a whole, so as to maximize the retained value of your assets during and throughout retirement.
Although among the most core components of any sound financial plan, life insurance is largely overlooked and underutilized by the general public. While the reasons for this varies from person to person, it is imperative that life insurance needs are appropriately measured and addressed to help ensure you and your family’s long-term financial stability. More than simply a hedge against risk, life insurance can also be used as a valuable tool in the wealth accumulation and tax-diversification process. Due to the vast amount of options in this space, it is critical that your financial advisor exhibits a deep knowledge of available products while maintaining impartiality in helping you identify the right solutions to meet your life insurance needs.
Establishing a company sponsored retirement plan creates tremendous value for both business owners and their employees. For the business owner, a retirement plan creates a personal tax shelter that can continue to grow alongside the company's profitability. Additionally, these plans can allow for after-tax (Roth) contributions that are not subject to the same income limitations of their IRA counterparts. Furthermore, offering an employer-sponsored retirement plan has proven to be an excellent tool in employee recruitment and retention. Understanding the many options available in this area and identifying the optimal solution for your company can go a long way towards enhancing your company’s overall benefits.
Many people are very aware of the impact taxes have on their current income, however, few consider the long-term effect taxes play on their financial holdings. Especially in light of recent changes to the tax code, it is more important than ever for investors to understand the implications tax policy has on their total wealth. Top financial advisors provide you with a mix of investment strategies to diversify the tax implications on your investment portfolio as a whole, so as to maximize the retained value of your assets during and throughout retirement.
We believe strongly that our dedication to our core values is paramount in all relationships, recommendations and strategies.
In a world defined by rapid change and information exchange, it is critical to have access to first-class resources, strategies and solutions. In addition to investing in robust technology applications, Integrity strives to be at the forefront in developing diversified solutions that integrate new investment concepts with traditional portfolio management leveraging best in class technology platforms.
Due to an evolving economic climate that often breeds uncertainty and heightened market volatility, prudence and experience play a tremendous role in ensuring our investors’ financial futures. At Integrity, we pride ourselves on a disciplined approach to financial management that leverages our deep industry expertise with the diverse knowledge base of our many investment partners.
The increasingly complex nature of the investment universe can often be daunting for the average individual to navigate. Integrity emphasizes a hands-on approach to relationships that enables us to guide our clients through the various stages of the financial planning process and investment landscape.
As an independent, Registered Investment Advisory firm, we are committed to ensuring the appropriateness and prudence of all investment recommendations. Integrity’s customized approach to developing investment solutions, along with our committed attention to detail, enables us to incorporate the unique circumstances of each client when crafting strategies to help them meet their financial goals.
We understand that financial wealth is more than just a collection of dollars and cents, but rather the fundamental resource by which each client realizes their family’s life goals and ambitions. As such, we are committed to being meticulous with every aspect of our business. From client interactions and data collection, to investment planning and account monitoring, Integrity applies the highest level of care to securing your financial future.
At Integrity, we believe strongly that our dedication to this core value is paramount in all relationships, recommendations and strategies. We are committed to ensuring our clients’ interests and needs are at the forefront of every decision and is critical to the transparency of our industry.
Our clientele consists of individuals, families, and entrepreneurs from a range of backgrounds and geographic locations.
Integrity’s extensive experience working with business owners has enabled us to develop strategies specifically geared towards protecting and enhancing the financial value generated by assets at each stage of the business lifecycle.
High-net worth individuals often require complex investment solutions to achieve their long-term financial goals. Our extensive background in wealth management, as well as our expertise and relationships in the alternative investment space, allows us to develop customized investment solutions specifically geared towards this class of investor.
Through our strong partnerships with plan administrators, we provide companies with access to robust retirement plans possible, while helping them to minimize the fiduciary risk associated with offering a 401(k) plan.
In addition to our expertise in the family office space, Integrity utilizes proprietary tools and relationships with world class business partners to provide top-line solutions specifically geared towards this investor class.
Our team of experienced private client advisors and consultants are here for you, your family and your business
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Principal & Founder
[vc_row type="full_width_background" full_screen_row_position="middle" column_margin="none" column_direction="default" column_direction_tablet="default" column_direction_phone="default" bg_image="121" bg_position="center top" background_image_loading="skip-lazy-load" bg_repeat="no-repeat" scene_position="center" top_padding="15%" bottom_padding="2%" top_padding_tablet="30%" constrain_group_3="yes" bottom_padding_tablet="30%" top_padding_phone="40%" constrain_group_5="yes" bottom_padding_phone="40%" text_color="custom" text_align="left" row_border_radius="none" row_border_radius_applies="bg" overflow="visible" color_overlay="rgba(0,0,0,0.51)" overlay_strength="0.3" gradient_direction="radial" shape_divider_color="#ffffff" shape_divider_position="bottom" shape_divider_height="45%" bg_image_animation="zoom-out" parallax_bg="true" parallax_bg_speed="fast" shape_type="straight_section"][vc_column column_padding="no-extra-padding" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="all" column_element_direction_desktop="default" column_element_spacing="0px" desktop_text_alignment="default" tablet_text_alignment="default" phone_text_alignment="center" background_color_opacity="1" background_hover_color_opacity="1" column_backdrop_filter="none" column_shadow="none" column_border_radius="none" column_link_target="_self" column_position="default" gradient_direction="radial" overlay_strength="0.3" width="1/1" tablet_width_inherit="default" animation_type="default" bg_image_animation="zoom-out-reveal" parallax_bg="true" parallax_bg_speed="fast" border_type="simple" column_border_width="none" column_border_style="solid"][vc_custom_heading text="Meet Our Team" font_container="tag:h1|font_size:66|text_align:center|color:%23ffffff" use_theme_fonts="yes"][/vc_column][/vc_row][vc_row type="in_container" full_screen_row_position="middle" column_margin="default" column_direction="default" column_direction_tablet="default" 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bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][/vc_column][/vc_row][vc_row type="in_container" full_screen_row_position="middle" column_margin="default" column_direction="default" column_direction_tablet="default" column_direction_phone="default" scene_position="center" text_color="dark" text_align="left" row_border_radius="none" row_border_radius_applies="bg" overflow="visible" class="hide-team-page-bio" overlay_strength="0.3" gradient_direction="left_to_right" shape_divider_position="bottom" bg_image_animation="none" shape_type=""][vc_column column_padding="padding-3-percent" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="right" column_element_direction_desktop="default" column_element_spacing="default" desktop_text_alignment="default" tablet_text_alignment="default" phone_text_alignment="default" background_color_opacity="1" background_hover_color_opacity="1" column_backdrop_filter="none" column_shadow="none" column_border_radius="none" column_link_target="_self" column_position="default" el_class="hide-team-page" gradient_direction="left_to_right" overlay_strength="0.3" width="1/3" tablet_width_inherit="default" animation_type="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][vc_column_text] [team_member_info] [/vc_column_text][/vc_column][vc_column column_padding="padding-6-percent" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="right" left_margin_phone="0" column_element_direction_desktop="default" column_element_spacing="default" desktop_text_alignment="default" tablet_text_alignment="default" phone_text_alignment="default" background_color_opacity="1" background_hover_color_opacity="1" column_backdrop_filter="none" column_shadow="none" column_border_radius="none" column_link_target="_self" column_position="default" gradient_direction="left_to_right" overlay_strength="0.3" width="2/3" tablet_width_inherit="default" animation_type="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][vc_custom_heading source="post_title" font_container="tag:h1|text_align:left" use_theme_fonts="yes" el_class="hide-team-page-heading"][vc_acf field_group="261" field_from_261="field_5b9b5247aba03" el_class="financial-advisor"][vc_column_text]Dr. Kristofer Gray, CFP® serves as a Family CFO for entrepreneurs, entertainers and professional athletes. Kristofer helps entrepreneurs and family owned businesses create a road map for both the qualitative and quantitative aspects of wealth and succession planning. He specializes in family wealth and estate planning, private equity and alternative investments, family foundations, trust structures, and private placement life insurance contracts. Dr. Gray facilitates educational retreats for family offices with other nationally recognized thought leaders in the areas of generational wealth, family business, succession planning, private equity, and philanthropy. Educating families and heirs is a hallmark of Dr. Gray's practice. He earned his doctoral degree in Business Administration from Pepperdine, and has contributed knowledge to his profession through his research. As a Certified Financial Planner®, a Certified 401(k) Professional®, and a Chartered Retirement Plan Specialist®, Kristofer helps accredited investors and entrepreneurs navigate the complexities of alternative investments and creates tailored financial plans on behalf of their families. He earned both his Master’s degree and Bachelor’s degree from the University of Washington, and he serves on the Board of Directors for the Association of Washington Business. Working with Dr. Gray gives you access to a diverse array of alternative investment offerings for accredited investors, as well as access to a network of high-caliber professionals, educators, and trusted advisors for your family.[/vc_column_text][/vc_column][/vc_row]
Chief Operating Officer
[vc_row type="full_width_background" full_screen_row_position="middle" column_margin="none" column_direction="default" column_direction_tablet="default" column_direction_phone="default" bg_image="121" bg_position="center top" background_image_loading="skip-lazy-load" bg_repeat="no-repeat" scene_position="center" top_padding="15%" bottom_padding="2%" top_padding_tablet="30%" constrain_group_3="yes" bottom_padding_tablet="30%" top_padding_phone="40%" constrain_group_5="yes" bottom_padding_phone="40%" text_color="custom" text_align="left" row_border_radius="none" row_border_radius_applies="bg" color_overlay="rgba(0,0,0,0.51)" overlay_strength="0.3" gradient_direction="radial" shape_divider_color="#ffffff" shape_divider_position="bottom" shape_divider_height="45%" bg_image_animation="zoom-out" parallax_bg="true" parallax_bg_speed="fast" shape_type="straight_section"][vc_column column_padding="no-extra-padding" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="all" column_element_spacing="0px" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" gradient_direction="radial" overlay_strength="0.3" width="1/1" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="center" bg_image_animation="zoom-out-reveal" parallax_bg="true" parallax_bg_speed="fast" border_type="simple" column_border_width="none" column_border_style="solid"][vc_custom_heading text="Meet Our Team" font_container="tag:h1|font_size:66|text_align:center|color:%23ffffff" use_theme_fonts="yes"][/vc_column][/vc_row][vc_row type="in_container" full_screen_row_position="middle" column_margin="default" column_direction="default" column_direction_tablet="default" column_direction_phone="default" scene_position="center" top_padding="44" text_color="dark" text_align="left" row_border_radius="none" row_border_radius_applies="bg" class="hide-team-page" overlay_strength="0.3" gradient_direction="left_to_right" shape_divider_position="bottom" bg_image_animation="none" shape_type=""][vc_column column_padding="no-extra-padding" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="all" column_element_spacing="default" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" el_class="hide-team-page" gradient_direction="left_to_right" overlay_strength="0.3" width="1/1" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][/vc_column][/vc_row][vc_row type="in_container" full_screen_row_position="middle" column_margin="default" column_direction="default" column_direction_tablet="default" column_direction_phone="default" scene_position="center" text_color="dark" text_align="left" row_border_radius="none" row_border_radius_applies="bg" class="hide-team-page-bio" overlay_strength="0.3" gradient_direction="left_to_right" shape_divider_position="bottom" bg_image_animation="none" shape_type=""][vc_column column_padding="padding-3-percent" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="right" column_element_spacing="default" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" el_class="hide-team-page" gradient_direction="left_to_right" overlay_strength="0.3" width="1/3" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][vc_column_text] [team_member_info] [/vc_column_text][/vc_column][vc_column column_padding="padding-6-percent" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="right" left_margin_phone="0" column_element_spacing="default" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" gradient_direction="left_to_right" overlay_strength="0.3" width="2/3" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][vc_custom_heading source="post_title" font_container="tag:h1|text_align:left" use_theme_fonts="yes" el_class="hide-team-page-heading"][vc_acf field_group="261" field_from_261="field_5b9b5247aba03" el_class="financial-advisor"][vc_column_text]With over 18 years in the financial services industry, Deann joined Integrity after seeing the unique approach to wealth management and customer service offered by the firm. Prior to joining the team in 2007, Deann worked at a boutique advisory firm in downtown Seattle helping to serve large pension and endowment fund clients. Seeing that level of professional management brought to individual and small-business clients through a holistic approach to wealth management has been a rewarding and fulfilling journey. Previously serving as the firm’s Director of Investments, Deann currently oversees the operations of the firm, working closely with the executive leadership team and continuing to provide service to long-standing clients of the firm. Outside of the office, Deann enjoys spending time outdoors with her husband and three sons. She is actively involved in volunteer service with Hopelink, an organization focused on assisting families in crisis through food assistance, temporary housing and education.[/vc_column_text][/vc_column][/vc_row]
Chief Investment Officer
[vc_row type="full_width_background" full_screen_row_position="middle" column_margin="none" column_direction="default" column_direction_tablet="default" column_direction_phone="default" bg_image="121" bg_position="center top" background_image_loading="skip-lazy-load" bg_repeat="no-repeat" scene_position="center" top_padding="15%" bottom_padding="2%" top_padding_tablet="30%" constrain_group_3="yes" bottom_padding_tablet="30%" top_padding_phone="40%" constrain_group_5="yes" bottom_padding_phone="40%" text_color="custom" text_align="left" row_border_radius="none" row_border_radius_applies="bg" color_overlay="rgba(0,0,0,0.51)" overlay_strength="0.3" gradient_direction="radial" shape_divider_color="#ffffff" shape_divider_position="bottom" shape_divider_height="45%" bg_image_animation="zoom-out" parallax_bg="true" parallax_bg_speed="fast" shape_type="straight_section"][vc_column column_padding="no-extra-padding" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="all" column_element_spacing="0px" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" gradient_direction="radial" overlay_strength="0.3" width="1/1" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="center" bg_image_animation="zoom-out-reveal" parallax_bg="true" parallax_bg_speed="fast" border_type="simple" column_border_width="none" column_border_style="solid"][vc_custom_heading text="Meet Our Team" font_container="tag:h1|font_size:66|text_align:center|color:%23ffffff" use_theme_fonts="yes"][/vc_column][/vc_row][vc_row type="in_container" full_screen_row_position="middle" column_margin="default" column_direction="default" column_direction_tablet="default" column_direction_phone="default" scene_position="center" top_padding="44" text_color="dark" text_align="left" row_border_radius="none" row_border_radius_applies="bg" class="hide-team-page" overlay_strength="0.3" gradient_direction="left_to_right" shape_divider_position="bottom" bg_image_animation="none" shape_type=""][vc_column column_padding="no-extra-padding" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="all" column_element_spacing="default" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" el_class="hide-team-page" gradient_direction="left_to_right" overlay_strength="0.3" width="1/1" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][/vc_column][/vc_row][vc_row type="in_container" full_screen_row_position="middle" column_margin="default" column_direction="default" column_direction_tablet="default" column_direction_phone="default" scene_position="center" text_color="dark" text_align="left" row_border_radius="none" row_border_radius_applies="bg" class="hide-team-page-bio" overlay_strength="0.3" gradient_direction="left_to_right" shape_divider_position="bottom" bg_image_animation="none" shape_type=""][vc_column column_padding="padding-3-percent" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="right" column_element_spacing="default" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" el_class="hide-team-page" gradient_direction="left_to_right" overlay_strength="0.3" width="1/3" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][vc_column_text] [team_member_info] [/vc_column_text][/vc_column][vc_column column_padding="padding-6-percent" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="right" left_margin_phone="0" column_element_spacing="default" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" gradient_direction="left_to_right" overlay_strength="0.3" width="2/3" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][vc_custom_heading source="post_title" font_container="tag:h1|text_align:left" use_theme_fonts="yes" el_class="hide-team-page-heading"][vc_acf field_group="261" field_from_261="field_5b9b5247aba03" el_class="financial-advisor"][vc_column_text]Making the move from a large financial institution to a boutique advisory firm was a choice Sarah made easily after seeing the value Integrity provides to each client’s individual financial situation. Sarah oversees all investment activities of the firm, including monitoring portfolio models, manager research, capital market model development, asset allocation implementation, and risk management. She also meets with clients to review investment portfolios and implement a holistic financial plan. With a strong background in business finance and commercial banking, Sarah previously provided financial products and services to companies with annual revenues between $20 and $500 million. As a pillar of the Integrity team, Sarah enjoys meeting the unique needs of clients and business owners alike, helping to put their financial needs in order so they can focus on things that matter most. In 2016, Sarah and her husband opened their own small business providing Sarah with the unique perspective of each business owner Integrity serves. Sarah is an avid snowboarder and enjoys traveling all over the world, having lived abroad in Italy for a time. In addition to visiting new countries, Sarah is actively engaged in non-profits aimed at supporting children and victims of injustice.[/vc_column_text][/vc_column][/vc_row]
Financial Advisor
[vc_row type="full_width_background" full_screen_row_position="middle" column_margin="none" column_direction="default" column_direction_tablet="default" column_direction_phone="default" bg_image="121" bg_position="center top" background_image_loading="skip-lazy-load" bg_repeat="no-repeat" scene_position="center" top_padding="15%" bottom_padding="2%" top_padding_tablet="30%" constrain_group_3="yes" bottom_padding_tablet="30%" top_padding_phone="40%" constrain_group_5="yes" bottom_padding_phone="40%" text_color="custom" text_align="left" row_border_radius="none" row_border_radius_applies="bg" color_overlay="rgba(0,0,0,0.51)" overlay_strength="0.3" gradient_direction="radial" shape_divider_color="#ffffff" shape_divider_position="bottom" shape_divider_height="45%" bg_image_animation="zoom-out" parallax_bg="true" parallax_bg_speed="fast" shape_type="straight_section"][vc_column column_padding="no-extra-padding" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="all" column_element_spacing="0px" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" gradient_direction="radial" overlay_strength="0.3" width="1/1" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="center" bg_image_animation="zoom-out-reveal" parallax_bg="true" parallax_bg_speed="fast" border_type="simple" column_border_width="none" column_border_style="solid"][vc_custom_heading text="Meet Our Team" font_container="tag:h1|font_size:66|text_align:center|color:%23ffffff" use_theme_fonts="yes"][/vc_column][/vc_row][vc_row type="in_container" full_screen_row_position="middle" column_margin="default" column_direction="default" column_direction_tablet="default" column_direction_phone="default" scene_position="center" top_padding="44" text_color="dark" text_align="left" row_border_radius="none" row_border_radius_applies="bg" class="hide-team-page" overlay_strength="0.3" gradient_direction="left_to_right" shape_divider_position="bottom" bg_image_animation="none" shape_type=""][vc_column column_padding="no-extra-padding" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="all" column_element_spacing="default" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" el_class="hide-team-page" gradient_direction="left_to_right" overlay_strength="0.3" width="1/1" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][/vc_column][/vc_row][vc_row type="in_container" full_screen_row_position="middle" column_margin="default" column_direction="default" column_direction_tablet="default" column_direction_phone="default" scene_position="center" text_color="dark" text_align="left" row_border_radius="none" row_border_radius_applies="bg" class="hide-team-page-bio" overlay_strength="0.3" gradient_direction="left_to_right" shape_divider_position="bottom" bg_image_animation="none" shape_type=""][vc_column column_padding="padding-3-percent" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="right" column_element_spacing="default" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" el_class="hide-team-page" gradient_direction="left_to_right" overlay_strength="0.3" width="1/3" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][vc_column_text] [team_member_info] [/vc_column_text][/vc_column][vc_column column_padding="padding-6-percent" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="right" left_margin_phone="0" column_element_spacing="default" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" gradient_direction="left_to_right" overlay_strength="0.3" width="2/3" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][vc_custom_heading source="post_title" font_container="tag:h1|text_align:left" use_theme_fonts="yes" el_class="hide-team-page-heading"][vc_acf field_group="261" field_from_261="field_5b9b5247aba03" el_class="financial-advisor"][vc_column_text]Admand Wong obtained a BS in mechanical engineering from Washington State University in 1997. He holds a Series 65 securities license and is insurance licensed in Washington State and successfully earned his C (k)P designation in 2013. With in-depth experience in Multiple Employer Plan and Master Trust Arrangement offerings, Admand has a real heart for serving small business owners and for offering in-depth education at every level of a holistic financial plan. Prior to Integrity, Admand was a technology consultant with an elite clientele of engineers and executive level officers among the fortune-500 manufacturing and technology companies. Admand’s personalized approach of teaching and guiding allows numerous individuals, families, and small businesses the ability to create a clear and distinguishable plan that they can follow every step of the way. No challenge is too big for Admand, who draws upon his vast experiences to help create tailor-made solutions for his clients.[/vc_column_text][/vc_column][/vc_row]
VP of Client Relations
[vc_row type="full_width_background" full_screen_row_position="middle" column_margin="none" column_direction="default" column_direction_tablet="default" column_direction_phone="default" bg_image="121" bg_position="center top" background_image_loading="skip-lazy-load" bg_repeat="no-repeat" scene_position="center" top_padding="15%" bottom_padding="2%" top_padding_tablet="30%" constrain_group_3="yes" bottom_padding_tablet="30%" top_padding_phone="40%" constrain_group_5="yes" bottom_padding_phone="40%" text_color="custom" text_align="left" row_border_radius="none" row_border_radius_applies="bg" color_overlay="rgba(0,0,0,0.51)" overlay_strength="0.3" gradient_direction="radial" shape_divider_color="#ffffff" shape_divider_position="bottom" shape_divider_height="45%" bg_image_animation="zoom-out" parallax_bg="true" parallax_bg_speed="fast" shape_type="straight_section"][vc_column column_padding="no-extra-padding" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="all" column_element_spacing="0px" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" gradient_direction="radial" overlay_strength="0.3" width="1/1" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="center" bg_image_animation="zoom-out-reveal" parallax_bg="true" parallax_bg_speed="fast" border_type="simple" column_border_width="none" column_border_style="solid"][vc_custom_heading text="Meet Our Team" font_container="tag:h1|font_size:66|text_align:center|color:%23ffffff" use_theme_fonts="yes"][/vc_column][/vc_row][vc_row type="in_container" full_screen_row_position="middle" column_margin="default" column_direction="default" column_direction_tablet="default" column_direction_phone="default" scene_position="center" top_padding="44" text_color="dark" text_align="left" row_border_radius="none" row_border_radius_applies="bg" class="hide-team-page" overlay_strength="0.3" gradient_direction="left_to_right" shape_divider_position="bottom" bg_image_animation="none" shape_type=""][vc_column column_padding="no-extra-padding" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="all" column_element_spacing="default" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" el_class="hide-team-page" gradient_direction="left_to_right" overlay_strength="0.3" width="1/1" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][/vc_column][/vc_row][vc_row type="in_container" full_screen_row_position="middle" column_margin="default" column_direction="default" column_direction_tablet="default" column_direction_phone="default" scene_position="center" text_color="dark" text_align="left" row_border_radius="none" row_border_radius_applies="bg" class="hide-team-page-bio" overlay_strength="0.3" gradient_direction="left_to_right" shape_divider_position="bottom" bg_image_animation="none" shape_type=""][vc_column column_padding="padding-3-percent" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="right" column_element_spacing="default" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" el_class="hide-team-page" gradient_direction="left_to_right" overlay_strength="0.3" width="1/3" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][vc_column_text] [team_member_info] [/vc_column_text][/vc_column][vc_column column_padding="padding-6-percent" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="right" left_margin_phone="0" column_element_spacing="default" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" gradient_direction="left_to_right" overlay_strength="0.3" width="2/3" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][vc_custom_heading source="post_title" font_container="tag:h1|text_align:left" use_theme_fonts="yes" el_class="hide-team-page-heading"][vc_acf field_group="261" field_from_261="field_5b9b5247aba03" el_class="financial-advisor"][/vc_column][/vc_row]
Financial Advisor
[vc_row type="full_width_background" full_screen_row_position="middle" column_margin="none" column_direction="default" column_direction_tablet="default" column_direction_phone="default" bg_image="121" bg_position="center top" background_image_loading="skip-lazy-load" bg_repeat="no-repeat" scene_position="center" top_padding="15%" bottom_padding="2%" top_padding_tablet="30%" constrain_group_3="yes" bottom_padding_tablet="30%" top_padding_phone="40%" constrain_group_5="yes" bottom_padding_phone="40%" text_color="custom" text_align="left" row_border_radius="none" row_border_radius_applies="bg" color_overlay="rgba(0,0,0,0.51)" overlay_strength="0.3" gradient_direction="radial" shape_divider_color="#ffffff" shape_divider_position="bottom" shape_divider_height="45%" bg_image_animation="zoom-out" parallax_bg="true" parallax_bg_speed="fast" shape_type="straight_section"][vc_column column_padding="no-extra-padding" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="all" column_element_spacing="0px" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" gradient_direction="radial" overlay_strength="0.3" width="1/1" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="center" bg_image_animation="zoom-out-reveal" parallax_bg="true" parallax_bg_speed="fast" border_type="simple" column_border_width="none" column_border_style="solid"][vc_custom_heading text="Meet Our Team" font_container="tag:h1|font_size:66|text_align:center|color:%23ffffff" use_theme_fonts="yes"][/vc_column][/vc_row][vc_row type="in_container" full_screen_row_position="middle" column_margin="default" column_direction="default" column_direction_tablet="default" column_direction_phone="default" scene_position="center" top_padding="44" text_color="dark" text_align="left" row_border_radius="none" row_border_radius_applies="bg" class="hide-team-page" overlay_strength="0.3" gradient_direction="left_to_right" shape_divider_position="bottom" bg_image_animation="none" shape_type=""][vc_column column_padding="no-extra-padding" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="all" column_element_spacing="default" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" el_class="hide-team-page" gradient_direction="left_to_right" overlay_strength="0.3" width="1/1" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][/vc_column][/vc_row][vc_row type="in_container" full_screen_row_position="middle" column_margin="default" column_direction="default" column_direction_tablet="default" column_direction_phone="default" scene_position="center" text_color="dark" text_align="left" row_border_radius="none" row_border_radius_applies="bg" class="hide-team-page-bio" overlay_strength="0.3" gradient_direction="left_to_right" shape_divider_position="bottom" bg_image_animation="none" shape_type=""][vc_column column_padding="padding-3-percent" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="right" column_element_spacing="default" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" el_class="hide-team-page" gradient_direction="left_to_right" overlay_strength="0.3" width="1/3" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][vc_column_text] [team_member_info] [/vc_column_text][/vc_column][vc_column column_padding="padding-6-percent" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="right" left_margin_phone="0" column_element_spacing="default" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" gradient_direction="left_to_right" overlay_strength="0.3" width="2/3" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][vc_custom_heading source="post_title" font_container="tag:h1|text_align:left" use_theme_fonts="yes" el_class="hide-team-page-heading"][vc_acf field_group="261" field_from_261="field_5b9b5247aba03" el_class="financial-advisor"][vc_column_text]Jason obtained a BS in Industrial and Management Engineering from Montana State University in 2001. He was previously the founding director of the South Lake Union Chamber of Commerce, Seattle WA from 2006 to 2010 and a Financial Advisor with a global wealth management firm. Ever since Jason joined Integrity’s team of wealth managers, his strengths in financial advising have been a tremendous asset to our clients. Jason is deeply committed to holistic financial planning and is passionate about supporting small business owners develop comprehensive retirement plans. Jason understands his clients’ unique needs and works diligently to provide them with the best advice possible in order to support their company, family, and employees. Jason firmly believes in delivering unbiased and transparent financial advice to his clients and his ultimate goal is to empower business owners and individuals to make sound decisions.[/vc_column_text][/vc_column][/vc_row]
Financial Advisor
[vc_row type="full_width_background" full_screen_row_position="middle" column_margin="none" column_direction="default" column_direction_tablet="default" column_direction_phone="default" bg_image="121" bg_position="center top" background_image_loading="skip-lazy-load" bg_repeat="no-repeat" scene_position="center" top_padding="15%" bottom_padding="2%" top_padding_tablet="30%" constrain_group_3="yes" bottom_padding_tablet="30%" top_padding_phone="40%" constrain_group_5="yes" bottom_padding_phone="40%" text_color="custom" text_align="left" row_border_radius="none" row_border_radius_applies="bg" color_overlay="rgba(0,0,0,0.51)" overlay_strength="0.3" gradient_direction="radial" shape_divider_color="#ffffff" shape_divider_position="bottom" shape_divider_height="45%" bg_image_animation="zoom-out" parallax_bg="true" parallax_bg_speed="fast" shape_type="straight_section"][vc_column column_padding="no-extra-padding" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="all" column_element_spacing="0px" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" gradient_direction="radial" overlay_strength="0.3" width="1/1" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="center" bg_image_animation="zoom-out-reveal" parallax_bg="true" parallax_bg_speed="fast" border_type="simple" column_border_width="none" column_border_style="solid"][vc_custom_heading text="Meet Our Team" font_container="tag:h1|font_size:66|text_align:center|color:%23ffffff" use_theme_fonts="yes"][/vc_column][/vc_row][vc_row type="in_container" full_screen_row_position="middle" column_margin="default" column_direction="default" column_direction_tablet="default" column_direction_phone="default" scene_position="center" top_padding="44" text_color="dark" text_align="left" row_border_radius="none" row_border_radius_applies="bg" class="hide-team-page" overlay_strength="0.3" gradient_direction="left_to_right" shape_divider_position="bottom" bg_image_animation="none" shape_type=""][vc_column column_padding="no-extra-padding" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="all" column_element_spacing="default" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" el_class="hide-team-page" gradient_direction="left_to_right" overlay_strength="0.3" width="1/1" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][/vc_column][/vc_row][vc_row type="in_container" full_screen_row_position="middle" column_margin="default" column_direction="default" column_direction_tablet="default" column_direction_phone="default" scene_position="center" text_color="dark" text_align="left" row_border_radius="none" row_border_radius_applies="bg" class="hide-team-page-bio" overlay_strength="0.3" gradient_direction="left_to_right" shape_divider_position="bottom" bg_image_animation="none" shape_type=""][vc_column column_padding="padding-3-percent" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="right" column_element_spacing="default" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" el_class="hide-team-page" gradient_direction="left_to_right" overlay_strength="0.3" width="1/3" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][vc_column_text] [team_member_info] [/vc_column_text][/vc_column][vc_column column_padding="padding-6-percent" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="right" left_margin_phone="0" column_element_spacing="default" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" gradient_direction="left_to_right" overlay_strength="0.3" width="2/3" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][vc_custom_heading source="post_title" font_container="tag:h1|text_align:left" use_theme_fonts="yes" el_class="hide-team-page-heading"][vc_acf field_group="261" field_from_261="field_5b9b5247aba03" el_class="financial-advisor"][vc_column_text] With a unique background in 401(k) plan design, Brandon brings a wealth of specialized experience to our business owner clients. From years of working with businesses of all shapes and sizes, Brandon is an expert at developing relevant retirement solutions that compliment his client’s overall financial plan. He believes wholeheartedly in the importance of having an achievable financial plan with both short-term and long-term benchmarks. Brandon is passionate about seeing his clients reach their own unique goals and strives to help them through creating balanced financial plans. [/vc_column_text][/vc_column][/vc_row]
Portfolio Technical Specialist
[vc_row type="full_width_background" full_screen_row_position="middle" column_margin="none" column_direction="default" column_direction_tablet="default" column_direction_phone="default" bg_image="121" bg_position="center top" background_image_loading="skip-lazy-load" bg_repeat="no-repeat" scene_position="center" top_padding="15%" bottom_padding="2%" top_padding_tablet="30%" constrain_group_3="yes" bottom_padding_tablet="30%" top_padding_phone="40%" constrain_group_5="yes" bottom_padding_phone="40%" text_color="custom" text_align="left" row_border_radius="none" row_border_radius_applies="bg" color_overlay="rgba(0,0,0,0.51)" overlay_strength="0.3" gradient_direction="radial" shape_divider_color="#ffffff" shape_divider_position="bottom" shape_divider_height="45%" bg_image_animation="zoom-out" parallax_bg="true" parallax_bg_speed="fast" shape_type="straight_section"][vc_column column_padding="no-extra-padding" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="all" column_element_spacing="0px" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" gradient_direction="radial" overlay_strength="0.3" width="1/1" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="center" bg_image_animation="zoom-out-reveal" parallax_bg="true" parallax_bg_speed="fast" border_type="simple" column_border_width="none" column_border_style="solid"][vc_custom_heading text="Meet Our Team" font_container="tag:h1|font_size:66|text_align:center|color:%23ffffff" use_theme_fonts="yes"][/vc_column][/vc_row][vc_row type="in_container" full_screen_row_position="middle" column_margin="default" column_direction="default" column_direction_tablet="default" column_direction_phone="default" scene_position="center" top_padding="44" text_color="dark" text_align="left" row_border_radius="none" row_border_radius_applies="bg" class="hide-team-page" overlay_strength="0.3" gradient_direction="left_to_right" shape_divider_position="bottom" bg_image_animation="none" shape_type=""][vc_column column_padding="no-extra-padding" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="all" column_element_spacing="default" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" el_class="hide-team-page" gradient_direction="left_to_right" overlay_strength="0.3" width="1/1" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][/vc_column][/vc_row][vc_row type="in_container" full_screen_row_position="middle" column_margin="default" column_direction="default" column_direction_tablet="default" column_direction_phone="default" scene_position="center" text_color="dark" text_align="left" row_border_radius="none" row_border_radius_applies="bg" class="hide-team-page-bio" overlay_strength="0.3" gradient_direction="left_to_right" shape_divider_position="bottom" bg_image_animation="none" shape_type=""][vc_column column_padding="padding-3-percent" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="right" column_element_spacing="default" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" el_class="hide-team-page" gradient_direction="left_to_right" overlay_strength="0.3" width="1/3" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][vc_column_text] [team_member_info] [/vc_column_text][/vc_column][vc_column column_padding="padding-6-percent" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="right" left_margin_phone="0" column_element_spacing="default" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" gradient_direction="left_to_right" overlay_strength="0.3" width="2/3" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][vc_custom_heading source="post_title" font_container="tag:h1|text_align:left" use_theme_fonts="yes" el_class="hide-team-page-heading"][vc_acf field_group="261" field_from_261="field_5b9b5247aba03" el_class="financial-advisor"][vc_column_text]As a former co-owner of an elite commercial and residential real estate firm, Warren worked on behalf of many investors to help them achieve their investment goals. Warren also has an extensive background in financial reporting, accounting and investment performance tracking in a multi-family office advising high net worth individuals, families, and their foundations. As a family man and former business owner, Warren understands the unique challenges his clients face and is passionate about helping them achieve the best life possible through wisdom and sound financial planning.[/vc_column_text][/vc_column][/vc_row]
Director
[vc_row type="full_width_background" full_screen_row_position="middle" column_margin="none" column_direction="default" column_direction_tablet="default" column_direction_phone="default" bg_image="121" bg_position="center top" background_image_loading="skip-lazy-load" bg_repeat="no-repeat" scene_position="center" top_padding="15%" bottom_padding="2%" top_padding_tablet="30%" constrain_group_3="yes" bottom_padding_tablet="30%" top_padding_phone="40%" constrain_group_5="yes" bottom_padding_phone="40%" text_color="custom" text_align="left" row_border_radius="none" row_border_radius_applies="bg" color_overlay="rgba(0,0,0,0.51)" overlay_strength="0.3" gradient_direction="radial" shape_divider_color="#ffffff" shape_divider_position="bottom" shape_divider_height="45%" bg_image_animation="zoom-out" parallax_bg="true" parallax_bg_speed="fast" shape_type="straight_section"][vc_column column_padding="no-extra-padding" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="all" column_element_spacing="0px" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" gradient_direction="radial" overlay_strength="0.3" width="1/1" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="center" bg_image_animation="zoom-out-reveal" parallax_bg="true" parallax_bg_speed="fast" border_type="simple" column_border_width="none" column_border_style="solid"][vc_custom_heading text="Meet Our Team" font_container="tag:h1|font_size:66|text_align:center|color:%23ffffff" use_theme_fonts="yes"][/vc_column][/vc_row][vc_row type="in_container" full_screen_row_position="middle" column_margin="default" column_direction="default" column_direction_tablet="default" column_direction_phone="default" scene_position="center" top_padding="44" text_color="dark" text_align="left" row_border_radius="none" row_border_radius_applies="bg" class="hide-team-page" overlay_strength="0.3" gradient_direction="left_to_right" shape_divider_position="bottom" bg_image_animation="none" shape_type=""][vc_column column_padding="no-extra-padding" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="all" column_element_spacing="default" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" el_class="hide-team-page" gradient_direction="left_to_right" overlay_strength="0.3" width="1/1" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][/vc_column][/vc_row][vc_row type="in_container" full_screen_row_position="middle" column_margin="default" column_direction="default" column_direction_tablet="default" column_direction_phone="default" scene_position="center" text_color="dark" text_align="left" row_border_radius="none" row_border_radius_applies="bg" class="hide-team-page-bio" overlay_strength="0.3" gradient_direction="left_to_right" shape_divider_position="bottom" bg_image_animation="none" shape_type=""][vc_column column_padding="padding-3-percent" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="right" column_element_spacing="default" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" el_class="hide-team-page" gradient_direction="left_to_right" overlay_strength="0.3" width="1/3" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][vc_column_text] [team_member_info] [/vc_column_text][/vc_column][vc_column column_padding="padding-6-percent" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="right" left_margin_phone="0" column_element_spacing="default" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" gradient_direction="left_to_right" overlay_strength="0.3" width="2/3" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][vc_custom_heading source="post_title" font_container="tag:h1|text_align:left" use_theme_fonts="yes" el_class="hide-team-page-heading"][vc_acf field_group="261" field_from_261="field_5b9b5247aba03" el_class="financial-advisor"][vc_column_text]Adam is a licensed financial advisor holding his series 65. Prior to joining Integrity, he has helped entrepreneurs grow their businesses from the ground up in Silicon Valley, engaged executives at Fortune 500 companies in Atlanta and served with NGOs in Tanzania. Adam understands the specific financial needs of entrepreneurs in today’s highly competitive climate and the importance of leveraging expert advice to achieve goals. In his personal time, Adam is an avid adventurer (surfing, rock climbing, traveling).[/vc_column_text][/vc_column][/vc_row]
Client Service Specialist
[vc_row type="full_width_background" full_screen_row_position="middle" column_margin="none" column_direction="default" column_direction_tablet="default" column_direction_phone="default" bg_image="121" bg_position="center top" background_image_loading="skip-lazy-load" bg_repeat="no-repeat" scene_position="center" top_padding="15%" bottom_padding="2%" top_padding_tablet="30%" constrain_group_3="yes" bottom_padding_tablet="30%" top_padding_phone="40%" constrain_group_5="yes" bottom_padding_phone="40%" text_color="custom" text_align="left" row_border_radius="none" row_border_radius_applies="bg" color_overlay="rgba(0,0,0,0.51)" overlay_strength="0.3" gradient_direction="radial" shape_divider_color="#ffffff" shape_divider_position="bottom" shape_divider_height="45%" bg_image_animation="zoom-out" parallax_bg="true" parallax_bg_speed="fast" shape_type="straight_section"][vc_column column_padding="no-extra-padding" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="all" column_element_spacing="0px" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" gradient_direction="radial" overlay_strength="0.3" width="1/1" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="center" bg_image_animation="zoom-out-reveal" parallax_bg="true" parallax_bg_speed="fast" border_type="simple" column_border_width="none" column_border_style="solid"][vc_custom_heading text="Meet Our Team" font_container="tag:h1|font_size:66|text_align:center|color:%23ffffff" use_theme_fonts="yes"][/vc_column][/vc_row][vc_row type="in_container" full_screen_row_position="middle" column_margin="default" column_direction="default" column_direction_tablet="default" column_direction_phone="default" scene_position="center" top_padding="44" text_color="dark" text_align="left" row_border_radius="none" row_border_radius_applies="bg" class="hide-team-page" overlay_strength="0.3" gradient_direction="left_to_right" shape_divider_position="bottom" bg_image_animation="none" shape_type=""][vc_column column_padding="no-extra-padding" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="all" column_element_spacing="default" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" el_class="hide-team-page" gradient_direction="left_to_right" overlay_strength="0.3" width="1/1" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][/vc_column][/vc_row][vc_row type="in_container" full_screen_row_position="middle" column_margin="default" column_direction="default" column_direction_tablet="default" column_direction_phone="default" scene_position="center" text_color="dark" text_align="left" row_border_radius="none" row_border_radius_applies="bg" class="hide-team-page-bio" overlay_strength="0.3" gradient_direction="left_to_right" shape_divider_position="bottom" bg_image_animation="none" shape_type=""][vc_column column_padding="padding-3-percent" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="right" column_element_spacing="default" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" el_class="hide-team-page" gradient_direction="left_to_right" overlay_strength="0.3" width="1/3" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][vc_column_text] [team_member_info] [/vc_column_text][/vc_column][vc_column column_padding="padding-6-percent" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="right" left_margin_phone="0" column_element_spacing="default" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" gradient_direction="left_to_right" overlay_strength="0.3" width="2/3" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][vc_custom_heading source="post_title" font_container="tag:h1|text_align:left" use_theme_fonts="yes" el_class="hide-team-page-heading"][vc_acf field_group="261" field_from_261="field_5b9b5247aba03" el_class="financial-advisor"][/vc_column][/vc_row]
Financial Advisor
[vc_row type="full_width_background" full_screen_row_position="middle" column_margin="none" column_direction="default" column_direction_tablet="default" column_direction_phone="default" bg_image="121" bg_position="center top" background_image_loading="skip-lazy-load" bg_repeat="no-repeat" scene_position="center" top_padding="15%" bottom_padding="2%" top_padding_tablet="30%" constrain_group_3="yes" bottom_padding_tablet="30%" top_padding_phone="40%" constrain_group_5="yes" bottom_padding_phone="40%" text_color="custom" text_align="left" row_border_radius="none" row_border_radius_applies="bg" color_overlay="rgba(0,0,0,0.51)" overlay_strength="0.3" gradient_direction="radial" shape_divider_color="#ffffff" shape_divider_position="bottom" shape_divider_height="45%" bg_image_animation="zoom-out" parallax_bg="true" parallax_bg_speed="fast" shape_type="straight_section"][vc_column column_padding="no-extra-padding" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="all" column_element_spacing="0px" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" gradient_direction="radial" overlay_strength="0.3" width="1/1" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="center" bg_image_animation="zoom-out-reveal" parallax_bg="true" parallax_bg_speed="fast" border_type="simple" column_border_width="none" column_border_style="solid"][vc_custom_heading text="Meet Our Team" font_container="tag:h1|font_size:66|text_align:center|color:%23ffffff" use_theme_fonts="yes"][/vc_column][/vc_row][vc_row type="in_container" full_screen_row_position="middle" column_margin="default" column_direction="default" column_direction_tablet="default" column_direction_phone="default" scene_position="center" top_padding="44" text_color="dark" text_align="left" row_border_radius="none" row_border_radius_applies="bg" class="hide-team-page" overlay_strength="0.3" gradient_direction="left_to_right" shape_divider_position="bottom" bg_image_animation="none" shape_type=""][vc_column column_padding="no-extra-padding" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="all" column_element_spacing="default" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" el_class="hide-team-page" gradient_direction="left_to_right" overlay_strength="0.3" width="1/1" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][/vc_column][/vc_row][vc_row type="in_container" full_screen_row_position="middle" column_margin="default" column_direction="default" column_direction_tablet="default" column_direction_phone="default" scene_position="center" text_color="dark" text_align="left" row_border_radius="none" row_border_radius_applies="bg" class="hide-team-page-bio" overlay_strength="0.3" gradient_direction="left_to_right" shape_divider_position="bottom" bg_image_animation="none" shape_type=""][vc_column column_padding="padding-3-percent" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="right" column_element_spacing="default" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" el_class="hide-team-page" gradient_direction="left_to_right" overlay_strength="0.3" width="1/3" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][vc_column_text] [team_member_info] [/vc_column_text][/vc_column][vc_column column_padding="padding-6-percent" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="right" left_margin_phone="0" column_element_spacing="default" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" gradient_direction="left_to_right" overlay_strength="0.3" width="2/3" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][vc_custom_heading source="post_title" font_container="tag:h1|text_align:left" use_theme_fonts="yes" el_class="hide-team-page-heading"][vc_acf field_group="261" field_from_261="field_5b9b5247aba03" el_class="financial-advisor"][vc_column_text]With over 5 years of experience in the financial services industry, Gabe possesses a knowledge of financial markets and prudent investment principles. Prior to joining IFC, in 2019, Gabe served as a financial advisor at Edward Jones, an independent life insurance specialist, a college baseball coach and a professional baseball player. Gabe’s diverse background makes him an especially valuable resource for small and medium-sized business owners, who sometimes require an additional layer of financial understanding to address their unique investment needs. Gabe is a Series 7 & 66 licensed Financial Advisor and maintains his life insurance license in the state of Washington.[/vc_column_text][/vc_column][/vc_row]
Financial Advisor
[vc_row type="full_width_background" full_screen_row_position="middle" column_margin="none" column_direction="default" column_direction_tablet="default" column_direction_phone="default" bg_image="121" bg_position="center top" background_image_loading="skip-lazy-load" bg_repeat="no-repeat" scene_position="center" top_padding="15%" bottom_padding="2%" top_padding_tablet="30%" constrain_group_3="yes" bottom_padding_tablet="30%" top_padding_phone="40%" constrain_group_5="yes" bottom_padding_phone="40%" text_color="custom" text_align="left" row_border_radius="none" row_border_radius_applies="bg" color_overlay="rgba(0,0,0,0.51)" overlay_strength="0.3" gradient_direction="radial" shape_divider_color="#ffffff" shape_divider_position="bottom" shape_divider_height="45%" bg_image_animation="zoom-out" parallax_bg="true" parallax_bg_speed="fast" shape_type="straight_section"][vc_column column_padding="no-extra-padding" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="all" column_element_spacing="0px" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" gradient_direction="radial" overlay_strength="0.3" width="1/1" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="center" bg_image_animation="zoom-out-reveal" parallax_bg="true" parallax_bg_speed="fast" border_type="simple" column_border_width="none" column_border_style="solid"][vc_custom_heading text="Meet Our Team" font_container="tag:h1|font_size:66|text_align:center|color:%23ffffff" use_theme_fonts="yes"][/vc_column][/vc_row][vc_row type="in_container" full_screen_row_position="middle" column_margin="default" column_direction="default" column_direction_tablet="default" column_direction_phone="default" scene_position="center" top_padding="44" text_color="dark" text_align="left" row_border_radius="none" row_border_radius_applies="bg" class="hide-team-page" overlay_strength="0.3" gradient_direction="left_to_right" shape_divider_position="bottom" bg_image_animation="none" shape_type=""][vc_column column_padding="no-extra-padding" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="all" column_element_spacing="default" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" el_class="hide-team-page" gradient_direction="left_to_right" overlay_strength="0.3" width="1/1" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][/vc_column][/vc_row][vc_row type="in_container" full_screen_row_position="middle" column_margin="default" column_direction="default" column_direction_tablet="default" column_direction_phone="default" scene_position="center" text_color="dark" text_align="left" row_border_radius="none" row_border_radius_applies="bg" class="hide-team-page-bio" overlay_strength="0.3" gradient_direction="left_to_right" shape_divider_position="bottom" bg_image_animation="none" shape_type=""][vc_column column_padding="padding-3-percent" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="right" column_element_spacing="default" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" el_class="hide-team-page" gradient_direction="left_to_right" overlay_strength="0.3" width="1/3" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][vc_column_text] [team_member_info] [/vc_column_text][/vc_column][vc_column column_padding="padding-6-percent" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="right" left_margin_phone="0" column_element_spacing="default" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" gradient_direction="left_to_right" overlay_strength="0.3" width="2/3" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][vc_custom_heading source="post_title" font_container="tag:h1|text_align:left" use_theme_fonts="yes" el_class="hide-team-page-heading"][vc_acf field_group="261" field_from_261="field_5b9b5247aba03" el_class="financial-advisor"][vc_column_text]As a wealth advisor and Certified Financial Planner (CFP®) with Integrity Financial, Taylor Snider focuses on holistic planning, economic analysis, and investment modeling. He understands every family faces unique challenges and through these challenges come unique opportunities for growth. By accurately understanding each client’s purpose, passions, and potential, Taylor comes alongside his clients on their life journey to provide financial advice and guidance through major life decisions. Taylor graduated cum laude from Westmont College with a bachelor's degree in business and economics. During his free time, Taylor spends time involved at his local church, works on his motorcycle, and volunteers with local non-profits. Taylor grew up in Santa Barbara, California, an environment that cultivated him as an avid surfer and competitive tennis player.[/vc_column_text][/vc_column][/vc_row]
Associate, Financial Advisor
[vc_row type="full_width_background" full_screen_row_position="middle" column_margin="none" column_direction="default" column_direction_tablet="default" column_direction_phone="default" bg_image="121" bg_position="center top" background_image_loading="skip-lazy-load" bg_repeat="no-repeat" scene_position="center" top_padding="15%" bottom_padding="2%" top_padding_tablet="30%" constrain_group_3="yes" bottom_padding_tablet="30%" top_padding_phone="40%" constrain_group_5="yes" bottom_padding_phone="40%" text_color="custom" text_align="left" row_border_radius="none" row_border_radius_applies="bg" color_overlay="rgba(0,0,0,0.51)" overlay_strength="0.3" gradient_direction="radial" shape_divider_color="#ffffff" shape_divider_position="bottom" shape_divider_height="45%" bg_image_animation="zoom-out" parallax_bg="true" parallax_bg_speed="fast" shape_type="straight_section"][vc_column column_padding="no-extra-padding" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="all" column_element_spacing="0px" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" gradient_direction="radial" overlay_strength="0.3" width="1/1" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="center" bg_image_animation="zoom-out-reveal" parallax_bg="true" parallax_bg_speed="fast" border_type="simple" column_border_width="none" column_border_style="solid"][vc_custom_heading text="Meet Our Team" font_container="tag:h1|font_size:66|text_align:center|color:%23ffffff" use_theme_fonts="yes"][/vc_column][/vc_row][vc_row type="in_container" full_screen_row_position="middle" column_margin="default" column_direction="default" column_direction_tablet="default" column_direction_phone="default" scene_position="center" top_padding="44" text_color="dark" text_align="left" row_border_radius="none" row_border_radius_applies="bg" class="hide-team-page" overlay_strength="0.3" gradient_direction="left_to_right" shape_divider_position="bottom" bg_image_animation="none" shape_type=""][vc_column column_padding="no-extra-padding" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="all" column_element_spacing="default" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" el_class="hide-team-page" gradient_direction="left_to_right" overlay_strength="0.3" width="1/1" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][/vc_column][/vc_row][vc_row type="in_container" full_screen_row_position="middle" column_margin="default" column_direction="default" column_direction_tablet="default" column_direction_phone="default" scene_position="center" text_color="dark" text_align="left" row_border_radius="none" row_border_radius_applies="bg" class="hide-team-page-bio" overlay_strength="0.3" gradient_direction="left_to_right" shape_divider_position="bottom" bg_image_animation="none" shape_type=""][vc_column column_padding="padding-3-percent" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="right" column_element_spacing="default" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" el_class="hide-team-page" gradient_direction="left_to_right" overlay_strength="0.3" width="1/3" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][vc_column_text] [team_member_info] [/vc_column_text][/vc_column][vc_column column_padding="padding-6-percent" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="right" left_margin_phone="0" column_element_spacing="default" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" gradient_direction="left_to_right" overlay_strength="0.3" width="2/3" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][vc_custom_heading source="post_title" font_container="tag:h1|text_align:left" use_theme_fonts="yes" el_class="hide-team-page-heading"][vc_acf field_group="261" field_from_261="field_5b9b5247aba03" el_class="financial-advisor"][/vc_column][/vc_row]
Operations Manager
[vc_row type="full_width_background" full_screen_row_position="middle" column_margin="none" column_direction="default" column_direction_tablet="default" column_direction_phone="default" bg_image="121" bg_position="center top" background_image_loading="skip-lazy-load" bg_repeat="no-repeat" scene_position="center" top_padding="15%" bottom_padding="2%" top_padding_tablet="30%" constrain_group_3="yes" bottom_padding_tablet="30%" top_padding_phone="40%" constrain_group_5="yes" bottom_padding_phone="40%" text_color="custom" text_align="left" row_border_radius="none" row_border_radius_applies="bg" color_overlay="rgba(0,0,0,0.51)" overlay_strength="0.3" gradient_direction="radial" shape_divider_color="#ffffff" shape_divider_position="bottom" shape_divider_height="45%" bg_image_animation="zoom-out" parallax_bg="true" parallax_bg_speed="fast" shape_type="straight_section"][vc_column column_padding="no-extra-padding" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="all" column_element_spacing="0px" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" gradient_direction="radial" overlay_strength="0.3" width="1/1" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="center" bg_image_animation="zoom-out-reveal" parallax_bg="true" parallax_bg_speed="fast" border_type="simple" column_border_width="none" column_border_style="solid"][vc_custom_heading text="Meet Our Team" font_container="tag:h1|font_size:66|text_align:center|color:%23ffffff" use_theme_fonts="yes"][/vc_column][/vc_row][vc_row type="in_container" full_screen_row_position="middle" column_margin="default" column_direction="default" column_direction_tablet="default" column_direction_phone="default" scene_position="center" top_padding="44" text_color="dark" text_align="left" row_border_radius="none" row_border_radius_applies="bg" class="hide-team-page" overlay_strength="0.3" gradient_direction="left_to_right" shape_divider_position="bottom" bg_image_animation="none" shape_type=""][vc_column column_padding="no-extra-padding" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="all" column_element_spacing="default" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" el_class="hide-team-page" gradient_direction="left_to_right" overlay_strength="0.3" width="1/1" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][/vc_column][/vc_row][vc_row type="in_container" full_screen_row_position="middle" column_margin="default" column_direction="default" column_direction_tablet="default" column_direction_phone="default" scene_position="center" text_color="dark" text_align="left" row_border_radius="none" row_border_radius_applies="bg" class="hide-team-page-bio" overlay_strength="0.3" gradient_direction="left_to_right" shape_divider_position="bottom" bg_image_animation="none" shape_type=""][vc_column column_padding="padding-3-percent" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="right" column_element_spacing="default" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" el_class="hide-team-page" gradient_direction="left_to_right" overlay_strength="0.3" width="1/3" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][vc_column_text] [team_member_info] [/vc_column_text][/vc_column][vc_column column_padding="padding-6-percent" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="right" left_margin_phone="0" column_element_spacing="default" background_color_opacity="1" background_hover_color_opacity="1" column_shadow="none" column_border_radius="none" column_link_target="_self" gradient_direction="left_to_right" overlay_strength="0.3" width="2/3" tablet_width_inherit="default" tablet_text_alignment="default" phone_text_alignment="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][vc_custom_heading source="post_title" font_container="tag:h1|text_align:left" use_theme_fonts="yes" el_class="hide-team-page-heading"][vc_acf field_group="261" field_from_261="field_5b9b5247aba03" el_class="financial-advisor"][vc_column_text]Stella Tucker brings over 25 years of client service experience to Integrity with the majority of her work history focused in the insurance and financial services industries. In previous roles, Stella’s primary responsibilities included providing analytical reporting and recommendations for medium to large company pension plans in addition to advanced insurance solutions for high-net-worth clientele. As Operations Manager, she provides dedicated support to Integrity’s Principal by helping to onboard new clientele and serve long-standing clients of the firm as well as working closely with the firm’s COO to ensure smooth day-to-day operational efficiencies. She also supports the advisors and client service team to ensure that our clients receive an exceptional experience of interaction across all levels of the firm.[/vc_column_text][/vc_column][/vc_row]
Financial Advisor
[vc_row type="full_width_background" full_screen_row_position="middle" column_margin="none" column_direction="default" column_direction_tablet="default" column_direction_phone="default" bg_image="121" bg_position="center top" background_image_loading="skip-lazy-load" bg_repeat="no-repeat" scene_position="center" top_padding="15%" bottom_padding="2%" top_padding_tablet="30%" constrain_group_3="yes" bottom_padding_tablet="30%" top_padding_phone="40%" constrain_group_5="yes" bottom_padding_phone="40%" text_color="custom" text_align="left" row_border_radius="none" row_border_radius_applies="bg" overflow="visible" color_overlay="rgba(0,0,0,0.51)" overlay_strength="0.3" gradient_direction="radial" shape_divider_color="#ffffff" shape_divider_position="bottom" shape_divider_height="45%" bg_image_animation="zoom-out" parallax_bg="true" parallax_bg_speed="fast" shape_type="straight_section"][vc_column column_padding="no-extra-padding" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="all" column_element_direction_desktop="default" column_element_spacing="0px" desktop_text_alignment="default" tablet_text_alignment="default" phone_text_alignment="center" background_color_opacity="1" background_hover_color_opacity="1" column_backdrop_filter="none" column_shadow="none" column_border_radius="none" column_link_target="_self" column_position="default" gradient_direction="radial" overlay_strength="0.3" width="1/1" tablet_width_inherit="default" animation_type="default" bg_image_animation="zoom-out-reveal" parallax_bg="true" parallax_bg_speed="fast" border_type="simple" column_border_width="none" column_border_style="solid"][vc_custom_heading text="Meet Our Team" font_container="tag:h1|font_size:66|text_align:center|color:%23ffffff" use_theme_fonts="yes"][/vc_column][/vc_row][vc_row type="in_container" full_screen_row_position="middle" column_margin="default" column_direction="default" column_direction_tablet="default" column_direction_phone="default" scene_position="center" top_padding="44" text_color="dark" text_align="left" row_border_radius="none" row_border_radius_applies="bg" overflow="visible" class="hide-team-page" overlay_strength="0.3" gradient_direction="left_to_right" shape_divider_position="bottom" bg_image_animation="none" shape_type=""][vc_column column_padding="no-extra-padding" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="all" column_element_direction_desktop="default" column_element_spacing="default" desktop_text_alignment="default" tablet_text_alignment="default" phone_text_alignment="default" background_color_opacity="1" background_hover_color_opacity="1" column_backdrop_filter="none" column_shadow="none" column_border_radius="none" column_link_target="_self" column_position="default" el_class="hide-team-page" gradient_direction="left_to_right" overlay_strength="0.3" width="1/1" tablet_width_inherit="default" animation_type="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][/vc_column][/vc_row][vc_row type="in_container" full_screen_row_position="middle" column_margin="default" column_direction="default" column_direction_tablet="default" column_direction_phone="default" scene_position="center" text_color="dark" text_align="left" row_border_radius="none" row_border_radius_applies="bg" overflow="visible" class="hide-team-page-bio" overlay_strength="0.3" gradient_direction="left_to_right" shape_divider_position="bottom" bg_image_animation="none" shape_type=""][vc_column column_padding="padding-3-percent" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="right" column_element_direction_desktop="default" column_element_spacing="default" desktop_text_alignment="default" tablet_text_alignment="default" phone_text_alignment="default" background_color_opacity="1" background_hover_color_opacity="1" column_backdrop_filter="none" column_shadow="none" column_border_radius="none" column_link_target="_self" column_position="default" el_class="hide-team-page" gradient_direction="left_to_right" overlay_strength="0.3" width="1/3" tablet_width_inherit="default" animation_type="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][vc_column_text] [team_member_info] [/vc_column_text][/vc_column][vc_column column_padding="padding-6-percent" column_padding_tablet="inherit" column_padding_phone="inherit" column_padding_position="right" left_margin_phone="0" column_element_direction_desktop="default" column_element_spacing="default" desktop_text_alignment="default" tablet_text_alignment="default" phone_text_alignment="default" background_color_opacity="1" background_hover_color_opacity="1" column_backdrop_filter="none" column_shadow="none" column_border_radius="none" column_link_target="_self" column_position="default" gradient_direction="left_to_right" overlay_strength="0.3" width="2/3" tablet_width_inherit="default" animation_type="default" bg_image_animation="none" border_type="simple" column_border_width="none" column_border_style="solid"][vc_custom_heading source="post_title" font_container="tag:h1|text_align:left" use_theme_fonts="yes" el_class="hide-team-page-heading"][vc_acf field_group="261" field_from_261="field_5b9b5247aba03" el_class="financial-advisor"][vc_column_text]Loren Wengerd received a BA from Yale University in 2001. He holds a Series 65 securities license. Loren’s underlying driving force as a licensed financial advisor is in helping business families and family offices navigate through seasons of growth and wealth accumulation to accomplish effective stewardship, philanthropy, and generational wealth transfer. An educator at heart, Loren not only enjoys engaging in the execution of well-designed holistic financial planning, but also the process of ensuring his clients gain a deeper understanding behind recommendations and strategies. In addition, his passion extends well beyond advising a single generation, nurturing communication and trust that extends inter-generationally, helping families craft a vision for perpetuity to the fourth generation and beyond. His background as a business owner and participant in his family’s real estate and investment activities provides firsthand knowledge and experience that proves invaluable in helping families discern optimal approaches that advance short, medium, and long-term goals. Outside of Integrity, Loren lives with his wife and children in Jackson Hole, Wyoming, where they enjoy spending as much time as possible outdoors in all seasons, from summer hiking and campfires to skiing and other winter snow sports.[/vc_column_text][/vc_column][/vc_row]
Our commitment to providing our clients with access to educational resources empowers them to reach their financial goals.
Please join Integrity’s Investment Advisory Council as we continue our investment discussion and in-depth analysis on this year’s dynamic landscape: the election, a global pandemic, economic activity, and the markets.
Please join Integrity’s Investment Advisory Council as we continue our investment discussion and in-depth analysis on this year’s dynamic landscape: the election, a global pandemic, economic activity, and the markets.
Интересное казино ДжойКазино – весьма необычное онлайн-казино в Европе! С момента фактического начала работы Джой Казино понял тенденцию игры на..
Интересное казино ДжойКазино – весьма необычное онлайн-казино в Европе! С момента фактического начала работы Джой Казино понял тенденцию игры на..
SECURE Act For years, investment professionals have been trying to draw attention to what they believe is a retirement..
SECURE Act For years, investment professionals have been trying to draw attention to what they believe is a retirement..
The SECURE Act Legislation (Webinar) The SECURE Act Legislation (Setting Every Community Up for Retirement Enhancement) is a comprehensive retirement..
The SECURE Act Legislation (Webinar) The SECURE Act Legislation (Setting Every Community Up for Retirement Enhancement) is a comprehensive retirement..
Join us for a complimentary seminar for women covering finances, taxes, and legacy planning
Join us for a complimentary seminar for women covering finances, taxes, and legacy planning
Join us for a complimentary seminar for women covering finances, taxes, and legacy planning
Join us for a complimentary seminar for women covering finances, taxes, and legacy planning
As public equity markets continue to flirt with all-time highs on a daily basis, and with the expectation that one..
As public equity markets continue to flirt with all-time highs on a daily basis, and with the expectation that one..
Around the Firm It has been an eventful start to the year at Integrity. In February, Kristofer Gray (Principal and..
Around the Firm It has been an eventful start to the year at Integrity. In February, Kristofer Gray (Principal and..
401(k) Asset Allocation According to the US Census, roughly 32% of all Americans are actively utilizing a 401(k) plan to..
401(k) Asset Allocation According to the US Census, roughly 32% of all Americans are actively utilizing a 401(k) plan to..
With offices on both coasts and the midwest, as well as a geographic footprint that expands well beyond our brick and mortar locations, we are well positioned to service clients from anywhere in the country.
24955 Pacific Coast Highway, Suite B202, Malibu, CA 90265
1240 Rosecrans Ave, Suite 120, Manhattan Beach, CA 90266
134 Poole Blvd. , St. Augustine, FL 32095
Office: 2821 Northup Way, Suite 120, Bellevue, WA 98004
Mailing: 2620 Bellevue Way NE, #205, Bellevue, WA 98004
1133 NW Wall Street, Suite 1, Bend, OR 97703
5 W. Mendenhall St., Suite 202, Bozeman, MT 59715