Advisors at this firm
Jason M
Series 66
Jackson, WY
Integrity Financial Corporation
Jason Mckinney is a financial advisor at Integrity Financial Corporation with 15 years of industry experience. He holds a Series 66 designation and has worked at Integrity Financial Corporation since 2011 and at J.B. McKinney since 2013. Outside of financial advising, he owns and operates Headwaters Armory, a firearms training business. Integrity Financial Corporation provides wealth management, financial planning, retirement plan consulting, and investment advice to individuals, high-net-worth clients, business owners, family offices, and corporate pension and profit-sharing plans. The firm’s investment approach centers on asset allocation and Modern Portfolio Theory, utilizing index and actively managed funds, with additional services for accredited clients including alternative investments and family office consulting.
Michael S
Series 63, Series 65
Malibu, CA
Integrity Financial Corporation
Michael Sanchez is a financial advisor at Integrity Financial Corporation with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lido Advisors, LLC, Banyan Tree Securities, LLC, and Banyan Tree Asset Management, LLC. Outside of his advisory role, Sanchez serves as a director and corporate secretary for the Father Bill Moore Foundation for the Arts, a nonprofit supporting artists and community arts programs. Integrity Financial Corporation provides wealth management, financial planning, retirement plan consulting, and investment advice to individuals, high-net-worth clients, business owners, family offices, and corporate pension and profit-sharing plans. The firm emphasizes asset allocation and Modern Portfolio Theory, utilizing index and actively managed funds, with additional services including alternative investments and family office consulting.
Scott W
CFP®, Series 65
Jackson, WY
Integrity Financial Corporation
Scott Wilson is a financial advisor with Integrity Financial Corporation in Jackson, WY. He holds the CFP® designation and Series 65 license and has seven years of industry experience. Prior to joining Integrity Financial Corporation in 2020, he worked at Forbes Capital Solutions, Inc. from 2014 to 2020. Outside of his advisory role, Mr. Wilson owns and operates Fintent, LLC, an accounting and tax business. Integrity Financial Corporation provides wealth management, financial planning, retirement plan consulting, and investment advice to individuals, high-net-worth clients, business owners, family offices, and corporate pension and profit-sharing plans. The firm emphasizes asset allocation and Modern Portfolio Theory, using index and actively managed funds, tax-aware strategies, and alternative investments for qualified clients, and serves as a sub-advisor to a private insurance-dedicated fund.
Warren L
Series 65
Bellevue, WA
Integrity Financial Corporation
Warren Langsford is a financial advisor with Integrity Financial Corporation in Bellevue, WA, holding a Series 65 designation and 12 years of industry experience. He has been with Integrity Financial Corporation since 2013. Integrity Financial Corporation provides wealth management, financial planning, retirement plan consulting, and investment advice to individuals, high-net-worth clients, business owners, family offices, and corporate pension and profit-sharing plans. The firm’s investment approach focuses on asset allocation and Modern Portfolio Theory, utilizing index and actively managed mutual funds and ETFs, with additional services for accredited clients including alternative investments and family office consulting.
Admand W
Series 65
Bellevue, WA
Integrity Financial Corporation
Admand Wong is a financial advisor at Integrity Financial Corporation in Bellevue, WA, holding a Series 65 credential with 14 years of industry experience. He has been with Integrity Financial Corporation since 2011 and also owns and operates Artizo LLC, a life insurance agency specializing in life insurance and fixed annuities. Integrity Financial Corporation provides wealth management, financial planning, retirement plan consulting, and investment advice to individuals, high-net-worth clients, business owners, family offices, and corporate pension plans. The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, utilizing mutual funds and ETFs, with additional alternative investment options for qualified clients.
Alexander W
Series 65
Malibu, CA
Integrity Financial Corporation
Alexander Whitney is a financial advisor at Integrity Financial Corporation with a Series 65 designation and one year of industry experience. His prior roles include positions at Canterbury Consulting Inc. and Manchester Financial. Whitney has also worked in educational institutions such as Pepperdine University and Chaminade College Preparatory. Integrity Financial Corporation provides wealth management, financial planning, retirement plan consulting, and investment advice to individuals, high-net-worth clients, business owners, family offices, and corporate pension and profit-sharing plans. The firm emphasizes asset allocation and Modern Portfolio Theory, utilizing index and actively managed funds, tax-aware portfolio construction, and alternative investments for qualified clients.
Lowell M
Series 66
Jackson, WY
Integrity Financial Corporation
Lowell Mccarthy is a financial advisor at Integrity Financial Corporation with four years of industry experience. He holds the Series 66 designation and has previously worked at FSC Securities Corporation and Opus Financial Advisors. His background includes roles outside finance, such as positions at Amherst Wine and Liquors and Canisius College. Integrity Financial Corporation offers wealth management, financial planning, retirement plan consulting, and investment advice to individuals, high-net-worth clients, business owners, family offices, and corporate pension and profit-sharing plans. The firm’s approach emphasizes asset allocation and Modern Portfolio Theory, utilizing index and actively managed mutual funds and ETFs, with additional alternative investment options for qualified clients.
Theodore S
CFP®, Series 66
Jackson, WY
Integrity Financial Corporation
Theodore Steelman is a CFP® and holds a Series 66 license, with three years of industry experience. He is currently with Integrity Financial Corporation, where he has worked since 2023. Prior to this, he held positions at Bank of America and Merrill Lynch. Outside of his advisory work, he was involved with University of Florida RecSports from 2018 to 2021. Integrity Financial Corporation offers wealth management, financial planning, and retirement plan consulting to a diverse client base including individuals, high-net-worth clients, business owners, family offices, and corporate plans. The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, utilizing a combination of index and actively managed funds, with access to alternative investments and family office consulting for qualified clients.
Loren W
Series 65
Jackson, WY
Integrity Financial Corporation
Loren Wengerd is a financial advisor at Integrity Financial Corporation with three years of industry experience. He holds a Series 65 designation and has been with Integrity since 2022. Outside of his advisory role, Loren owns and operates Halo Audio, LLC, a non-investment-related business he has managed since 2013. Integrity Financial Corporation offers wealth management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, business owners, and family offices. The firm emphasizes asset allocation and Modern Portfolio Theory, utilizing both index and actively managed funds, and provides alternative investments and family office consulting for qualified clients.
Logan T
Series 65
Jackson, WY
Integrity Financial Corporation
Logan Thompson is a financial advisor with Integrity Financial Corporation in Sacramento, CA. He holds a Series 65 designation and has five years of industry experience. Prior to joining Integrity Financial Corporation in 2020, he worked at CAHP Credit Union, Schools Financial Credit Union, and Umpqua Bank. In addition to his advisory role, Thompson serves as an Officer Relations Manager at CAHP Credit Union, focusing on business development and relationship management. Integrity Financial Corporation provides wealth management, financial planning, retirement plan consulting, and investment advice to individuals, high-net-worth clients, business owners, family offices, and corporate pension and profit-sharing plans. The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, implemented through mutual funds, ETFs, and tax-aware portfolio construction, with additional alternative investment options for qualified clients.
Daniel V
Series 65
Jackson, WY
Integrity Financial Corporation
Daniel Van Attenhoven is a financial advisor at Integrity Financial Corporation with five years of industry experience. He holds a Series 65 designation and has worked at Integrity Financial since 2020. In addition to his advisory role, he serves as Officer Relations Manager at CAHP Credit Union, providing financial services to peace officers and their families. Integrity Financial Corporation offers wealth management, financial planning, and retirement plan consulting to a diverse client base including individuals, business owners, and family offices. The firm employs an investment approach based on asset allocation and Modern Portfolio Theory, utilizing mutual funds, ETFs, and alternative investments for accredited clients, and is notable for its sub-advisory role to an insurance-dedicated private fund.
Gabriel B
Series 66
Pasco, WA
Integrity Financial Corporation
Gabriel Boruff is a financial advisor at Integrity Financial Corporation with seven years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones and in educational roles within the Kennewick and Richland School Districts. Integrity Financial Corporation provides wealth management, financial planning, retirement plan consulting, and investment advice to individuals, high-net-worth clients, business owners, family offices, and corporate pension and profit-sharing plans. The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, utilizing index and actively managed funds, with additional services including alternative investments and family office consulting for qualified clients.
Brandon B
CFP®, Series 65
Jackson, WY
Integrity Financial Corporation
Brandon Bush is a CFP® with 12 years of industry experience, currently serving at Integrity Financial Corporation since 2013. He holds the Series 65 designation and operates as president of Brandon Bush Financial Services Corporation, where he sells life insurance and fixed annuities outside of his investment advisory role. Integrity Financial Corporation provides wealth management, financial planning, retirement plan consulting, and investment advice to individuals, high-net-worth clients, business owners, family offices, and institutional plans. The firm employs asset allocation and Modern Portfolio Theory through mutual funds, ETFs, and alternative investments, and maintains a unique role as sub-advisor to an insurance-dedicated private equity fund.
Ryan S
Series 63, Series 66
Jackson, WY
Integrity Financial Corporation
Ryan Sapp is a financial advisor at Integrity Financial Corporation with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TDAmeritrade Inc. from 2013 to 2016 before joining Integrity Financial Corporation. Integrity Financial Corporation provides wealth management, financial planning, retirement plan consulting, and investment advice to individuals, high-net-worth clients, business owners, family offices, and corporate pension and profit-sharing plans. The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, using index and actively managed mutual funds and ETFs, periodic rebalancing, and tax-aware portfolio construction, with alternative investments and family office consulting available for qualified clients.
Deann C
Series 65
Bellevue, WA
Integrity Financial Corporation
Deann Cross is a Series 65-licensed financial advisor with 24 years of industry experience. She has been with Integrity Financial Corporation in Bellevue, WA since 2007. Integrity Financial Corporation provides wealth management, financial planning, retirement plan consulting, and investment advice to a diverse client base including individuals, high-net-worth clients, business owners, family offices, and corporate pension plans. The firm’s investment approach focuses on asset allocation and Modern Portfolio Theory, utilizing index and actively managed mutual funds and ETFs, with additional offerings of alternative investments and family office consulting for qualified clients.