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Meet CJ
Financial Advisor
Follower of Jesus. Father. Husband. Sports junkie. Foodie. Fantasy nerd.
My Story
I started at Integrity Wealth Management in the summer of 2016. Through diligent work, and steady growth I was able to evolve from an assistant to an advisor. I love working with people, and engineering plans that work with them where they are, and help take them where they want to go. As a financial advisor, I’m here to help anyone who walks through our doors, whether they’re longtime investors, or just getting their feet wet for the first time. I help folks with everything from investing for retirement, to saving for college, to setting up a life insurance policy, and much more.
Working with Me
My approach as an advisor centers around you. I’m here to find solutions for your specific situation. I have a wide variety of tools at my disposal that allow me to build a plan that works for you. Just like every person is different, no investment plan is exactly the same. I leverage the information at my disposal to help get you on the path to where you want to go.
I make it a priority to approach every meeting with the heart of a teacher. I’ll provide you with quality options, and the information you need to make informed decisions with your money. My job is not to simply give good advice, but to convey that advice in a way that you are confident in your plan. As your advisor, I will be committed to your success, peace of mind, and overall experience. I’d love to help you no matter where you are on your financial journey.
When I'm not at work I...
I enjoy a wide variety of things. I have always loved sports. Whether it’s watching them, playing them recreationally, or playing fantasy sports, they’ve always been a passion of mine. I enjoy reading and listening to fantasy novels, I love to cook and experiment with food, and most of all, I enjoy spending time with my family.
Something most people don't know about me
I don’t think most people would peg me as someone who enjoys fantasy novels and movies, considering how much I enjoy sports. I find that those two interests don’t typically go together.
Financial Licensing and Registrations
SIE Exam
Series 7 & Series 66
Life Insurance