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Our Mission and Purpose


We help people look to the future, tune out the noise, and make informed financial decisions. 

We get the most fulfillment by helping our clients focus on what really matters to them. We educate them so that they are in the best position to make informed decisions about their specific goals and objectives.

When the markets are turbulent, our clients have more peace of mind because they know the plan has built these types of times into it, and we have planned accordingly. They don’t need to be reactive, because we are proactive in helping them to work towards their goals. This allows our clients to look to the future with anticipation instead of apprehension.

We can’t make guarantees in the financial world about what the markets will do, but we can make and keep promises about the way you will be treated when you become a client. We make our best effort to learn as much about you and your family as possible in order to build a rewarding and long-lasting partnership.

You are not just another client if we choose to engage in a relationship with you. We define our success by YOUR success; therefore, your interests will align with ours. We believe true success is achieved when you feel more clarity and satisfaction regarding your financial life because of our relationship.


Our mission is to help you define your financial vision and create a plan that aligns with your goals and values. By gaining a deep understanding of every area of your financial life, we can quickly identify priorities, overcome challenges, and move forward together.

Our History

We have more than 55 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 IntegriGen, 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.

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Our Values

We take our duty as CFP® 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 prioritize 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 advisor 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.

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