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Our Team

We are here for you.

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 is now in his 25th year in the financial services industry. He has a passion for helping build and lead a team that guides HNW, UHNW and Family Office clients to fulfillment of their vision for wealth, life and legacy.

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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.

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As a Vice President and Trust Officer at Integrity, Larry brings over 18 years of experience, guiding clients through financial and estate planning. Holding an MBA and the Accredited Trust and Financial Advisor designation, he is committed to building and managing long-term relationships, both professionally and through community service.

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Geoff, a Principal at Integrity, serves institutional and family office relationships with a focus on meeting complex needs. His role in asset allocation and security selection reflects his commitment to Integrity’s team approach in addressing every aspect of clients’ financial needs.

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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.

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Derek Valdez is a detail-oriented Wealth Advisor with a Finance degree from the University of Colorado and a Certified Investment Management Analyst® (CIMA®) designation. His commitment to guiding individuals towards financial goals and proactive involvement in enhancing client portfolios through meticulous research and insights contribute significantly to Integrity’s success.

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Anna, a Wealth Advisor since 2019, brings extensive retail banking management experience to deepen relationships with Integrity’s clients. She obtained her CERTIFIED FINANCIAL PLANNER™ certification in March 2024 and is excited to work alongside clients on their personalized financial journey.

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With over 17 years in banking and finance, Jimmy, an Associate Wealth Advisor at Integrity, specializes in providing principled financial advice aligned with clients’ values. Holding an MBA, he is a dedicated CERTIFIED FINANCIAL PLANNER™ committed to helping clients achieve their financial goals.

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Beecher, an Associate Financial Advisor at Integrity, draws from five years of Charles Schwab experience to offer personalized financial advice. His focus on financial planning, portfolio management, and client-centric approaches assist him in his dedication to helping clients meet their unique financial objectives.

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Client Relations

Annelise Lovell is a dedicated Client Experience Specialist at Integrity Wealth Advisors. In her pivotal role, she ensures a positive client experience and excels in managing calendars and coordinating client meetings. Annelise is dedicated to leaving a lasting impression on both external and internal clients, focusing on contributing to the success and positive atmosphere of Integrity Wealth Advisors.

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Deanna’s bio will be available soon.

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Haley brings a wealth of experience, starting as a Personal Banker and ascending to Premier Banker before joining the Integrity Wealth team in 2023. Originally from South Carolina, she’s passionate about animal care, enjoys hunting Escape Rooms, and exploring unique places with friends in her leisure time.

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Cathy brings over 10 years of experience in database management and financial services. With a background in software technical support and a decade managing databases, Cathy is known for her dedication and honesty in providing excellent client services.

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Operations

Gena, with 35 years in banking, leads a skilled team in Trust Operations at Integrity. Her focus on operations and client service, along with designations like CTOP and CFIRS, reflects her commitment to ensuring clients’ financial needs are met with expertise and precision.

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Jaime joined the Integrity team in April of 2019 as a Client Services Officer and transitioned to Operations in 2024. Jaime holds a BSBA in Finance from Northern Arizona University as well as a Master of Counseling-Human Relations and a Master of Education.

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Executives

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.

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Wendy serves as the Chief Operating Officer and oversees the operations of the Company. She obtained her CERTIFIED FINANCIAL PLANNER™ in March of 2010 she also currently holds the Certified Trust Operations Professional™ (CTOP™) designation.

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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.

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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.