Daniel Heidel is the founder and lead financial planner at Integritas Wealth Strategies, LLC with three years of industry experience. He holds a Series 66 designation, CFP® designation, CKA® designation, is an Enrolled Agent, and has worked previously at Ameriprise and Thrivent Investment Management Inc. Integritas Wealth Strategies provides discretionary portfolio management, tax preparation + planning, and a range of financial planning services to individuals, high-net-worth individuals, and trusts. The firm seeks to be the best in the region and is constantly evolving to meet client needs in house. Daniel Heidel has recently expanded the firm to include opportunities for clients to have estate documents written through Trust&Will and with lending solutions through Flourish lending.

Joseph Recznik is a financial advisor at Integritas Wealth Strategies, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles outside the financial services sector, such as landscaping and educational positions. Integritas Wealth Strategies serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management, comprehensive financial planning, business-planning support, estate-plan coordination, and seasonal tax-preparation services. The firm uses tailored asset-allocation strategies involving fundamental, technical, and cyclical analysis, managing accounts on a discretionary basis with a range of trading tools.

Christopher Langlois is a financial advisor at Integritas Wealth Strategies, LLC with one year of industry experience. He holds a Series 65 designation and has worked at FIS Global since 2014. Outside of his advisory role, he occasionally creates special purpose vehicles to fund projects unrelated to his advisory business. Integritas Wealth Strategies serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management and comprehensive financial planning, including business-planning support and estate-plan coordination. The firm employs tailored asset-allocation strategies using a mix of fundamental, technical, and cyclical analysis, managing accounts on a discretionary basis.

Matthew McGee is a financial advisor at Integritas Wealth Strategies, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Fidelity Investments, and Edward Jones. McGee has experience in both the public and private sectors, including roles with the South Carolina Senate and the South Carolina Trucking Association. Integritas Wealth Strategies serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management and comprehensive financial planning. The firm employs a mix of fundamental, technical, and cyclical analysis to tailor asset-allocation strategies and manages accounts on a discretionary basis.