Integrity Financial Advisors, LLC

Leanne Martin is a CFP® with 19 years of industry experience, currently serving at Integrity Financial Advisors, LLC. She previously worked for Arete Wealth Advisors LLC and Arete Wealth Management LLC for 11 years. In addition to her advisory role, she is an independent insurance agent providing advice on health and life insurance. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by offering portfolio management through third-party managers alongside financial consulting and retirement/IRA rollover advice. The firm primarily recommends active, discretionary management implemented by affiliated advisers and monitors client accounts with regular performance reporting.

David Schubach is a financial advisor at Integrity Financial Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for eight years at New Frontier Advisors. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, and charitable organizations with financial planning and risk-protection advice. The firm often utilizes its affiliated investment manager, Auour Investments, for ETF-based, model-driven portfolio management tailored to client risk tolerance and planning goals.

Michael Koontz is a ChFC® credentialed financial advisor with over 51 years of industry experience. He currently works at Integrity Financial Advisors, LLC and has held prior roles at Jewell Financial Services, Prosperity Wealth Management, and Fortune Financial Services. In addition to his advisory work, he is involved in telemedicine services related to health care insurance. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, and charitable organizations with financial planning and risk-protection advice. The firm utilizes an affiliated investment manager’s ETF-based, model-driven asset allocation strategies to align client risk tolerance with planning goals.

Lori Day is a Series 65-licensed financial advisor with 12 years of industry experience. She is currently with Integrity Financial Advisors, LLC and has previously worked at Blue Ocean Capital Management, Virtue Capital Management, and Horter Investment Management. In addition to her advisory role, she is the owner of Day Street Financial & Insurance Services, where she sells insurance annuities and Medicare Advantage plans. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, and charitable organizations with financial planning and risk-protection advice. The firm frequently utilizes an affiliated investment manager for ETF-based, model-driven asset allocation strategies that align with client risk tolerances and planning goals.

Christian Bockrath IV is a financial advisor at Integrity Financial Advisors, LLC with one year of industry experience. He holds a Series 65 designation. His work history includes roles at Advanced Financial Partners, Eagle Fence Company, Prudential, Ithica College, and Malvern Preparatory. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, and charitable organizations by providing financial planning and risk-protection advice. The firm’s investment approach incorporates ETF-based, model-driven asset allocation strategies managed through its affiliated investment manager, Auour Investments, to align client risk tolerance and planning goals.

Atencio Martin is a financial advisor at Integrity Financial Advisors, LLC with a Series 65 credential and two years of industry experience. Prior to joining Integrity, he held positions at Zoominfo Technologies Inc. and several other organizations across different sectors. He has also worked for Southern Maine Community College for over a decade. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, and charitable organizations with financial planning and risk-protection advice. The firm frequently uses its affiliated investment manager, Auour Investments, to provide ETF-based, model-driven asset allocation strategies tailored to client risk tolerance and planning goals.

Lacey Roberts is a financial advisor at Integrity Financial Advisors, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including CAPE Securities, Coinbase Capital Markets, Mass Mutual Investors Services, and J.P. Morgan Securities. Outside of her advisory role, she owns SafeInsure Plus, LLC, an insurance agency, and is involved in fixed insurance product sales through Roberts Financial Partners Group. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, and charitable organizations with financial planning and risk-protection advice. The firm utilizes an affiliated investment manager’s ETF-based, model-driven asset allocation strategies to align client risk tolerance and planning goals.