Integrity Financial & Insurance Services

Integrity Financial and Insurance Services develops tailored financial retirement plans for individuals, couples, and businesses using prudent wealth planning techniques. My mission is to get to know and understand your needs, wants, and long-term goals. Then, work in partnership with you to develop customized financial and risk management strategies that CREATE, BUILD, and PROTECT your retirement! Founded in 2008, in the city of Ontario, CA, we strive to create a family-type atmosphere where our clients feel their financial interests and well-being are the priority. "INTEGRITY - Always doing the right thing, even when no one is looking!" We are a Christian-based full-service wealth management firm that answers to the highest standard!

As a Financial Risk Management Advisor, I help families, small business owners, and HR pros with retirement planning, group benefits, and 401k rollovers. I wholeheartedly believe in what I do and enjoy “Creating, Building, and Protecting” my clients’ legacy. Every client presents a unique situation and I take great steps to develop custom-tailored financial plans. I believe a proper financial strategy blends both time-proven tactics, as well as innovative new technologies to develop reliable income streams. I continue to spend time learning about the ongoing evolution of the financial, retail, and manufacturing marketplace. I attend seminars about risk management, Insurance, B2B Services, Content Strategy, Social Media practices, and CRM services. I have a passion for sports, my faith, writing, the outdoors, and networking, and I can often be found playing and volunteering as a youth coach.