Let’s help somebody! This is how we end every morning kick-off meeting at Integrity Wealth Advisors. I love our approach of building lasting relationships through a unique financial planning experience.
My wife, Coleen, is the most amazing person that I know. We were married in 1985. We have three awesome children; my business partners Billy and Nick, and my daughter Brooke, who resides in South Bend. Brooke and her husband Tommy blessed us with 3 grandchildren, Henry, Jesse, and Nora.
After 15 years of working in the defense industry at Bendix/Allied Signal/Honeywell International, I became a financial advisor. Realizing the value of unbiased objective advice, I helped establish a local independent branch office of Securities America in 2002. In January 2014, my son Nick and I started Integrity Wealth Advisors.
My professional licensing includes the FINRA series 7 and 63 and a life and health insurance license. I have earned the AAMS - Accredited Asset Management Specialist designation from the College for Financial Planning. I have also earned the Retirement Income Certified Professional (RICP®) designation so I am well-equipped to help retirees with their income planning.
I am really passionate about college planning. I have gone through extensive training through the National Institute of Certified College Planning.
Wrestling is one of my biggest passions. I was an assistant wrestling coach at Clay High School for thirteen years, ending with the 2014-2015 season. I really love teaching life lessons to young men through wrestling.
My family laughed at my mid-life crisis — taking up fly fishing— in 2008. At that time, I was blessed to be introduced to an amazing organization, the St. Joe River Valley Fly Fishers. The club is filled with avid fisherman concerned with doing the right thing for our fishing environment. As they say in the club, “tug is the drug!”
I am active in a number of community organizations and I am a long-time member of the Kiwanis Club of South Bend.
I love this business! I am passionate about building relationships and serving others . In this business I can only become successful by helping other people become successful - what a powerful thought! Every client is different, and because of that, presents unique challenges. No two days, or clients, are alike. I strive to provide the best service possible to my clients and treat each one as if he/she was a close relative that needs my advice.
I spent four amazing years in West Lafayette before graduating from Purdue University in 2011 with a major in Financial Counseling and Planning, and a certificate in Entrepreneurship & Innovation. I am a Boilermaker alumnus, but my football allegiance lies with the Notre Dame Fighting Irish. My father and I have been going to games together since I was a small child. Go Irish!
I married my wife, Leanne, in December 2018. We reside in Fishers, Indiana and have a golden retriever, Winnie. She is spoiled more than I care to admit. In my free time, I am a huge sports fan. I also enjoy working out, reading, trying my hand at woodworking, and spending as much time with my family and friends as possible.
1. Favorite Movie: Good Will Hunting "How do you like dem apples!?"
2. Favorite Musicians: Leon Bridges and Zac Brown
3. I am a Dairy Queen blizzard connoisseur. I will try any of them, but my go to is Reese's.
Nick is a CERTIFIED FINANCIAL PLANNER™ professional. For more: Why CFP® Certification Matters
I am extremely excited to join the team at Integrity Wealth Advisors! I look forward to working in an industry where I am not just helping families with their finances but building lasting relationships with all of my clients as well. I find it rewarding that I can go to work everyday and serve others.
I am a graduate of the University of North Florida with a double major in Finance and Financial Planning. Swoop, Swoop! I moved to North Florida ten years ago from South Bend, Indiana. Notre Dame will always be home, but I love the city of Jacksonville and I'm excited to represent Integrity Wealth Advisors in our Florida location.
I am recently engaged to the love of my life, Ashley. We have two Great Danes, Jameson and Riddick. I am literally and figuratively a huge animal lover. We are avid college football fans and spend most weekends on the couch yelling at our television screen. Though Ashley is a Bulldog fan, we are slowly trying to convert her over to the Irish.