Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
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Areas of focus

  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Charitable Giving
  • Estate Planning Strategies

Awards & recognition

  • Integrate Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023, 2024

Community participation

We believe giving back to our community is both our responsibility and a great privilege. Over the years we have supported these great organizations with our time and resources.

  • Urban Homeworks
  • One2One
  • Bridging
  • Feed My Starving Children
  • Dave Ramsey's Financial Peace University
  • Operation Christmas Child

Honored to be recognized in Forbes

We’ve got some exciting news to share: Integrate Wealth Management has been named to the 2025 Forbes Best-in-State Wealth Management Teams list. All of us at Integrate Wealth Management couldn’t be prouder, as this achievement reflects our shared commitment to making a difference in our clients’ lives through a truly personalized experience. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.

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