Integrative Financial Management

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Team photo for Integrative Financial Management
Team photo for Integrative Financial Management

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Advisors

Michael Schmitt

Financial Advisor

Visit Michael Schmitt's website

Kris De La Pena

CFP®, CRPC, AAMS, CMFC, AWMA℠

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Kris De La Pena's website

Bryce F Johnson

CFP®, ChFC®, CEPA®, CIMA®, CPWA®

Financial Advisor

Certified Private Wealth Advisor®
Visit Bryce F Johnson's website

Martin E Brander

Financial Advisor

Franchise Owner
Visit Martin E Brander's website


Team

James L. Schmitt

James L. Schmitt

Financial Planning Specialist,

Investment Specialist
Isaiah Read

Isaiah Read

Client Service Coordinator

Katie Stewart-Anderson

Katie Stewart-Anderson

Client Service Coordinator