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 FINANCIAL ADVISOR
Jason brings twenty 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 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.
Larry Dozier, MBA
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.
Jeremiah J. Erickson, CFP®
Financial Planning Director
Jeremiah is passionate about seeing his clients achieve their life’s goals. He is holistic in his approach as he helps clients integrate their retirement strategies with investment management, tax, estate, and risk management planning.
Jeff Gott, CFP®
Senior Financial 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.
Raider Keenan,
CFP®
Financial Advisor
Raider has a passion for educating and assisting individuals to fulfill their financial and life goals. He has specifically focused his education on the financial planning process of creating, implementing and on-going monitoring of financial plans. Raider’s areas of emphasis include: investments, tax, risk management, retirement, and estate planning.
Operations
Jeremy Belk
Investment Officer
Jeremy spends the majority of his time at Integrity performing due diligence and ongoing analysis for the private asset platform. He is currently a Chartered Financial Analyst® Level III candidate.
Justin Dealy
Investment and Risk Management Officer
Justin brings ten years of experience in retail banking, financial advising, branch management and mutual fund compliance to his role as well as a Master’s Degree in Financial Analysis and Risk Management.
Jaime Gibson
Client services officer
Jaime became part of the Integrity team in April 2019. As a Client Services Officer she supports the clients of both Larry Dozier and Jeremiah Erickson.
Brianna Gillaspie
trust asset specialist
Brianna started with Integrity in 2016 as a Trust Services Specialist and was promoted to a Trust Asset Specialist in 2018. She handles trades and transaction postings and maintains the asset files Brianna also performs asset evaluations.
Gena Holbeck
operations manager & compliance officer
Gena leads a 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 11 years.
Angela Hosick
trust service specialist
Angela joined Integrity in April of 2018 as a Trust Service Specialist. She manages the scheduling for the advisors as well as provides support for them. Angela responds to client questions, directs phone calls, and provides excellent customer service for anyone that calls, emails or walks into the office.
Tish Nelson
Trust accounting Specialist
Latisha has been with Integrity since 2008 and is currently working part-time as the Trust Accounting Specialist. She is responsible for all things accounting for the Company.
Cathy Omdal
Client services officer
Cathy assists clients with requests as well as with opening and maintaining their accounts, processing paperwork and ensuring that the trust company runs smoothly. She has been a part of the Integrity team since 2007.
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 obtained her CERTIFIED FINANCIAL PLANNER™ in March of 2010 and in 2018 received her Certified Securities Operations Professional (CSOP) certification. She serves as the Chief Operating Officer and oversees the operations of the Company.
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.