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OUR STORY 

YOU ARE NEVER TOO OLD TO SET ANOTHER GOAL OR DREAM A NEW DREAM - C.S. LEWIS

MESSAGE FROM OUR FOUNDERS 

We recognize the hard work and sacrifices endured over many years preparing for retirement and preserving your legacy is what inspires us.

We have experienced firsthand the challenges of finding valuable advice and guidance from advisors when planning for retirement when we first started our family, as many of our clients had before meeting with us. Disappointed with some whose approach and knowledge of retirement planning seemed limited to one-size-fits-all models while collecting a fee, Integrity Wealth Management arose. Like you, regarding following your dream to become a pilot, flight attendant, or to help in any manner as an airline professional, we were following our dream to better clients’ lives and help preserve their legacy through a new generation of wealth planners recognized throughout the country as having compassion and integrity.

Long-term relationships that encourage open and honest communication have been the foundation of our success.  
On behalf of Kristin and me, I would like to thank you for this opportunity to introduce ourselves and invite you to get to know us more personally by playing the video below.

MEET OUR TEAM

John R. Mata

Chief Executive Officer & Founder

john@iwmaviation.com

John’s career began long before he ever stepped into the financial world 26 years ago. It began with a belief—quiet at first, but unwavering—that people deserve someone they can trust with the parts of life that matter most: their...
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Kristin H. Mata

Chief Financial Officer & Registered Investment Adviser

kristin@iwmaviation.com

Kristin’s work in finance is rooted in something deeply personal: the desire to protect what matters most. Long before titles and credentials, her motivation was shaped by family, responsibility, and the quiet understanding that...
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Brittney M. Bailey

Brand & Business Development Associate

operations@iwmaviation.com

With over 10 years of crafting compelling brand narratives and driving business growth, Brittney comes to IWM as a a seasoned professional in the realm of marketing and hospitality management. Throughout her career, she...

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Stefany Schade

Field OSJ, Virtual Assistant Manager, Transition Specialist

Stefany started TorOso Financial Group in January of 2009 with the goal to provide registered representatives and financial advisors the services, resources and tools needed to join the independent financial industry. In an industry...
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