Integrity Wealth Advisors is a close-knit group of experts with a passion for finance and community-involvement. You may work with one specific advisor but our whole team will be involved in ensuring your success. When you work with us you are the MVP of the team.
Personal Advisors
Jason Akridge,
CFP®, CWS®, CKA®
Vice President and
SENIOR Wealth ADVISOR
Jason brings 21 years of wealth management experience to his clients and team at Integrity. His greatest passion is guiding his clients to define and achieve their vision for their wealth and life.
Eric Davis
President/Chief Investment Officer
Eric has been with Integrity since 2007 and started his career in 2000 with a Fortune 100 wealth management firm. Today he works with a select group of clients, works closely with business owners for exit planning and M&A consulting, leads the company’s strategic plan, oversees the fiduciary advisors, and Chairs the due diligence/ consulting work for Institutional and UHNW investors.
Larry Dozier, ATFA
Vice President/Trust Officer
Larry K. Dozier is a Senior Trust officer and owner at Integrity. He has a broad range of financial understanding and provides his clients with a distinctively practical perspective on money management. Larry is an active member in the community and a highly motivating lecturer on financial independence.
Geoff Eliason
Principal and Senior Wealth Advisor
Jeff Gott, CFP®
Senior Wealth advisor
As a CERTIFIED FINANCIAL PLANNER™ practitioner, Jeff’s passion is to help clients achieve their “what matters most” legacy. Having worked for a public foundation for nine years, Jeff significantly expands Integrity’s service to the non-profit sector including foundations, endowments, and institutions.
Zach Denison
Associate Wealth Advisor
Zach has an enthusiasm for serving others and providing financial education for clients. At Integrity, Zach saw an opportunity to continue serving individuals and institutions with investment management and financial planning advice. He continues his professional education by pursuing the CERTIFIED FINANCIAL PLANNER™ professional designation.
Derek Valdez
Associate Wealth Advisor
Derek is a detail-oriented, young professional who has a passion for helping people achieve financial peace. He was drawn to Integrity because of the team atmosphere that drives the way we operate. He received his B.S. degree in Finance from the University of Colorado at Colorado Springs and is studying to obtain his Certified Investment Management Analyst ® (CIMA®) designation from the Investments and Wealth Institute’s CIMA® registered education program with Yale School of Management.
Operations
Anna Fry, FPQP™
client experience specialist
Jaime Gibson
Client services officer
Jaime joined the Integrity team in April, 2019. As a Client Services Officer, she supports our clients in a variety of ways.
Brianna Gillaspie
asset accounting officer
Brianna started with Integrity in 2016 and is a vital member of the operations team.
Gena Holbeck
operations manager & compliance officer
Gena leads Integrity’s team of Client Services Officers. She has been in the banking industry for 35 years transitioning from the retail side of banking to working in trust operations for the past 14 years.
Tish Nelson
Trust accounting Specialist
Latisha has been with Integrity since 2008 and is currently working as the Trust Accounting Specialist.
Cathy Omdal
Client services officer
Cathy has been a part of the Integrity team since 2007. Her experience ensures that Integrity Wealth Advisors runs smoothly and efficiently.
Executives
Eric Davis
President/Chief Investment Officer
Eric has been with Integrity since 2007 and started in wealth management in 2000. He leads the company’s strategic plan, oversees the fiduciary advisors, and founded the private fund and due diligence/ consulting platform for RIA’s and Trust departments.
Wendy Fisher, CFP®
Chief Operating Officer
Wendy serves as the Chief Operating Officer and oversees the operations of the
She obtained her CERTIFIED FINANCIAL PLANNER™ in March of 2010 she also currently holds the Certified Trust Operations Professional™ (CTOP™) designation.
Randy Rush
Executive Chairman
Randy is a co-founder of Integrity Bank & Trust where he currently serves as Chairman of the Board. Randy has been in banking since 1974 and has provided trust and investment management services to clients since 1983.
We'd love to help you.
Whether you are a current Integrity client or simply wanting to learn more, our team is here to help.