Integrity Capital Management

Pamela Rehart is a financial advisor with Integrity Capital Management in Kingsport, TN, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with Integrity Capital Management since 2007. Outside of her advisory role, she is the owner of BRAC Properties, a non-investment-related business. Integrity Capital Management serves individual investors, high-net-worth households, trusts, and foundations with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a strategic asset-allocation approach across global, multi-asset-class portfolios, primarily using mutual funds and ETFs, with regular portfolio reviews and a documented due-diligence process.

Joseph Bailey is a CFP® professional with 21 years of industry experience. He has been with Integrity Capital Management since 2006. Outside of his advisory role, he owns B-Squared Consulting LLC, a technology and compliance consulting business. Integrity Capital Management serves individual investors, high-net-worth households, trusts, and foundations with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a strategic asset-allocation approach across global, multi-asset portfolios primarily composed of mutual funds and ETFs.

John Atkins is a CFP® with 21 years of industry experience, currently serving at Integrity Capital Management since 2007. He is a member of the boards of a social services nonprofit and a Presbyterian church, where he oversees management and budgeting responsibilities. Integrity Capital Management serves individual investors, high-net-worth households, trusts, and foundations with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a strategic asset-allocation approach using mutual funds and ETFs, conducting regular portfolio reviews and maintaining individualized account management.

Angela Williams is a Series 66-credentialed financial advisor at Integrity Capital Management with 19 years of industry experience. She has been with the firm since 2007. Outside of her advisory role, she is the owner of BRAC Properties, a non-investment-related business. Integrity Capital Management serves individual investors, high-net-worth households, trusts, and foundations with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a strategic, asset-allocation approach across global, multi-asset-class portfolios using mutual funds and ETFs, with quarterly reviews and weekly monitoring for rebalancing.