About Us
A BIT ABOUT COMPANY HISTORY
Your Trusted Partner in Financial Success Since 2009
At Integrity Registered Investment Advisors, we believe in providing informed, unbiased, and customized financial advice to help our clients achieve their goals. Founded in 2009, we remain dedicated to serving individuals, families, and businesses with integrity and a client-first approach.
- Independent and objective financial advice
- Personalized wealth management strategies
- Over 30 years of investment experience
- Comprehensive coordination with CPAs, attorneys, and bankers
- Accessible and dedicated financial advisors
- Trust-based relationships built on communication
- Expertise in serving diverse financial needs
- Managing over $133 million in assets for 600+ clients
If You Need Help, Get A Consultation
Comprehensive Solutions for All Your Financial Needs
We offer a wide range of financial services tailored to help you achieve your unique goals.
HOW WE WORK
Putting Your Financial Interests First
At Integrity RIA, our client-focused approach ensures that your financial goals are our top priority. We work alongside you to create customized strategies that address your specific financial needs while offering unbiased, independent advice every step of the way.
Personalized Approach
We take the time to understand your financial situation, goals, and risk tolerance to create a strategy that is unique to you, ensuring you are on the right path to financial success.
Comprehensive Planning
Our team collaborates with CPAs, attorneys, and bankers to deliver well-rounded, comprehensive financial solutions that align with your long-term objectives and needs.
OUR TEAM
Meet the Integrity Team
We believe that success starts with a strong, committed team. Our experienced advisors work closely with you, offering expertise in all areas of financial planning. Each member of our team brings unique skills to the table, ensuring you receive personalized and professional service at every step of your financial journey.
Shawn DeFoe
Financial Advisor / Owner
Jackie Goulas
Financial Advisor
Gina Ward
Executive Assistant
Wendi
Executive Assistant
Michael Revere
Office Manager
Thomas Hesse
Admin Assistant
Ready to Plan Your Financial Future?
Let Integrity RIA guide you on your path to financial security and success. Contact us today to learn more about our personalized solutions and take the first step toward your financial goals.