We’re committed to teaching, training, and developing strategies that help you identify your financial goals, and working together to develop a plan that helps you pursue them.
I’ve been with Integrity Wealth Management since December 2018. In my role, I get to help our clients with retirement planning, setting up life insurance, and I get to spend time researching and analyzing all things investment-related. I love being able to help people pursue their goals and make a difference in their lives. The family feel and the client-oriented focus at IWM is one-of-a-kind, and I’m glad to be a part of this team.
Words I live by
“An investment in knowledge pays the best interest” – Benjamin Franklin
When I’m not at work I…
Enjoy kicking back while watching sports, and spending time with my family.
Educational Qualifications
Bachelor’s degree in Business Finance, Life & Health insurance license, SIE, Series 7, Series 66