A new chapter begins!
I am excited to announce the opening of my personal financial planning and investment management firm, Integrity First Financial Planning, LLC. My services help clients achieve their financial and life goals by utilizing my thirty-six years of successful financial experience. For many years, it has been personally fulfilling to help family, friends, and colleagues achieve their financial goals and Integrity First allows me to expand this circle.
The firm’s name is intentional. The financial services industry is filled with qualified professionals, but too often services are clouded with confusion, high fees, and sales pressure. My practice is built on core principles of integrity, simplicity, and excellence. Fees are clear and lower than industry norms as a result of low overhead. Overhead is minimized by not having a formal office, no additional staff, and a small marketing budget. However, the firm utilizes “best in class” tools and user-friendly technology to ensure a high-quality service delivery. The firm’s growth relies upon the success of my clients and their referrals.
Prior to my seventeen-year tenure as Chief Financial Officer for USA Swimming overseeing the organization’s portfolios totaling over $60 million, I serviced individual clients working at two registered investment advisory firms. These experiences have given me the unique ability to manage individual portfolios while utilizing methodologies that institutional money managers employ.
My service delivery will reflect the level of professionalism that has marked my career combined with a personal touch and sense of humor that is fading in a sales driven industry. If you or someone you know could benefit from this approach, please call or email to schedule a complementary consultation.