We have more than 50 years of combined experience in the financial planning industry. and worked together at an independent financial planning firm for almost 20 years before founding IntegriGen in 2015, . When we decided to leave that firm and start IntegiGen, it was vital for us to maintain our firm’s independence instead of joining a bank or an institution with proprietary products.
We are both CERTIFIED FINANCIAL PLANNER™ professionals and have been personal friends for many years. We strive to extend that same sense of friendship and family to our clients. For more than 2 decades each, we have been workign with multi-generational clients and their families throughout the various financial and life phases
We take our fiduciary duty as CFP (R) Professionals very seriously. Our independence allows us to honor our values by doing what's appropriate for our clients, not what is more profitable for us or LPL Financial. This is one of the reasons we chose LPL Financial as our Broker Dealer. They don't offer ANY proprietary products and priortize allowing advisors to maintain their true independence. This was in line with our values. We believe everyone has the right to receive professional advice from an adviser they trust implicitly. We chose the name IntegriGen Wealth Management so that our name would embody the concept of integrity and working with multi-generations since we plan to be in this business for many years to come. We truly love what we do and look forward to “helping you pursue what really matters.”