Integrity's Mission

To educate and make our clients money, allowing them to be better equipped in planning for the future and attaining their individual financial goals and long-term investment needs.

FOUNDER

Shawn DeFoe

Other people's successes are good news - for them and for you. Good for you because they show you a way to go.

 

Founded in 2009 by Shawn DeFoe, Integrity Registered Investment Advisors is an independent, Lafayette-based investment advisory firm. Disheartened with operating on a commission basis in the broker dealer environment, Shawn ventured out on his own to create a firm that provided informed, unbiased, and customized advice for clients regardless of their account size or net worth.  Today, Integrity continues to grow, now serving more than 600 individuals, families, and businesses - managing approximately $133 million on their behalf.

With over a decade of investment and wealth planning strategies, Integrity continues to remain independent and objective while promoting your best interest. We coordinate with CPAs, attorneys, and bankers to best serve your specific needs.

Our dedicated team is committed to helping you identify what is important to you, then helping you achieve those objectives. As part of that commitment, we work to build a relationship based on accessibility, trust, and excellent communication. Our staff is an integral part of our ability to maintain a high level of client services. Each person on our staff serves a particular niche or role and we work as a team to deliver quality service.

COMPLIANCE OFFICER

Kristi Pool

 

 

 

 

Kristi joined Integrity in 2022, bringing with her nearly 20 years of the financial industry where she focused on institutional equity sales and trading.

As a Financial Advisor, Kristi focuses on helping clients define their financial needs and goals and providing clear, objective advice to help them meet those goals. She strives to build strong relationships, provide a high level of service, and always listen to the client’s needs.

Kristi began her career in financial services as a Personal Banker at Bank One. After relocating to Tennessee, she became a Registered Client Associate at Raymond James and Associates in Memphis.

Upon completion of her MBA, she joined FTN Midwest Securities Corp as an Equity Trader, covering institutional money managers in the northeast.

She transitioned to the buy-side when she became Vice President of Trading for Center Coast Capital Advisors and helped launch Center Coast Capital Partners,LP, an energy infrastructure hedge fund. Kristi moved to Nashville where she was in institutional equity sales for Avondale Partners, a boutique investment banking and research firm. She returned to Memphis where she joined Compass Financial Advisors, a family office focused on ultra-high-net-worth individuals.

Kristi received her BBA in Economics from the University of Louisiana at Lafayette and her MBA from Christian Brothers University in Memphis TN. She holds a FINRA Series 65 license.

OFFICE MANAGER

Clara Chong

 

 

 

 

 

 

Clara joined Integrity in 2019 as an admin assistant, and her hard work and dedication have propelled her to the position of Office/Business Manager. Her primary objective is to streamline procedures for the Operations Team to ensure a smooth experience for both the team and clients. To achieve this, she is implementing new systems and software to improve communication between team members. Clients can expect new processes aimed at increasing efficiency, improving customer service, and adhering to compliance standards.

Apart from her managerial responsibilities, Clara is also a licensed insurance agent with a focus on Life Insurance Planning and Fixed Annuities. She possesses in-depth knowledge of finding the best coverage for clients' needs. In addition, Clara is currently pursuing her Certified Financial Planner designation, which is a rigorous program that typically takes 10-12 months to complete. She will earn her designation upon completion of the program's coursework and examination to demonstrate her proficiency in financial planning.

In her personal time, Clara enjoys spending quality time with her husband and two pets, Lexy and Frye.