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
Kristin H. Mata
Chief Financial Officer & Registered Investment Adviser
Brittney M. Bailey
Brand & Business Development Associate
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...
Stefany Schade
Field OSJ, Virtual Assistant Manager, Transition Specialist
