Our Qualifications

We have been working with individuals and businesses in the area for nearly two decades and have combined industry experience of 49 years.  

Each of us at Integrated Wealth Solutions has extensive personal and professional experience.

Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to help you achieve a more secure financial future.

We’re looking forward to using our knowledge to help you pursue your financial goals.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck