Our advisors offer a full service, planning-based, financial advisory service. We use industry leading tools and technology to provide top notch, personalized service to our clients.
What really makes us different is our people. Our team is comprised of supportive people dedicated to helping guide you towards your financial goals. We truly care about our clients and understand how what we do impacts their lives. Our team is small enough to give personal attention to each client while LPL Financial and the Financial Services Network association(s) gives us access to a depth of information to answer any question.
We realize that choosing your financial advisor is a very personal decision. Communication, trust, and mutual respect are necessary for a healthy, productive, professional relationship. If you would like to meet a financial services team that creates that with their clients, give us a call.
LPL Financial Consultant
Kevin is the founder of Integrated Wealth Management. His focus is on serving clients and ensuring that team members support the company vision.
Kevin received his BS Degree in Business Finance from San Jose State University, graduating class 1987. He has been serving clients in the financial sector since 2003 and holds multiple industry certificates. Kevin was born and raised in Redwood City, CA and attended Sequoia High School with the graduating class of 1981. Shortly after graduating, Kevin spent a year as an exchange student in Finland.
Outside of work, Kevin enjoys spending time with his family and his dog, is an active member of the Willow Glen community, and gets in an occasional round of golf. Kevin is a long time contributor to the Center for Spiritual Living, San Jose and San Jose State Athletics, and is a proud Air Force dad.
Please read Kevin's full bio if you'd like to learn more about Kevin.
LPL Financial Consultant
Craig joined the Integrated Wealth Management team in September 2014. Enduring the 'boom and bust' of the roller coaster years throughout the 90's and the 'dot.com' meltdown in 2000/2001, he realized the opportunity to help others navigate what can be tumultuous financial markets.
Craig received his BS Degree in Business Administration from San Jose State University with an emphasis in Economics. He has actively served his clients in the Bay Area since 2007 and is a native resident of San Jose.
When he is not working, you can find Craig enjoying time with his spouse of thirty years, playing golf, and traveling. Craig enjoys contributing to Sacred Heart Community Service.
For more about Craig, please see his biography page
LPL Financial Consultant
Ryan started with Integrated Wealth Management in May 2012 as an intern and has since graduated from school early to join the office as a full time advisor in January 2015. A native Californian, Ryan was born and raised in Los Gatos.
Ryan earned his Bachelor of Business Administration, Finance from the University of San Diego in 2014 and holds an LPL Financial Bachelors certification. He also holds his Series 7 and Series 66 registrations with LPL Financial. He is enthusiastic about helping people understand and navigate their finances to help them pursue their financial goals.
Ryan spends his free time traveling with family, out on the golf course, or enjoying time with friends at music festivals. Ryan is also an avid donator of platelets at the Stanford Blood Center.
LPL Financial Advisor
With a long background in Corporate Technology Sales where the priority was the customer, Sandy joined Integrated Wealth Management in September 2014 as part of the marketing team, bringing that same customer-first focus.
Now as an LPL Financial Advisor, she views herself as the Client Concierge. Working closely with the IWM team, Sandy's goal is to not only provide a financial plan and investment strategy that is aligned with her client's interests and what's important to them, but things as simple as recommending a nice place for dinner in the local community or partnering to help clients work through some of life's more challenging times.
Sandy received her BS in Business Administration with a minor in Marketing from California State University, Hayward, graduating 1987. Since joining the IWM team, she is enthusiastic about exceeding client's expectations with the service they receive.
A resident of San Jose, Sandy enjoys traveling the country and cheering on the San Jose State football team. She can also be found spending time with her dog Cody, reading, and playing golf with friends. She is a supporter of the Pat Tillman Foundation and runs in the 408k every year.
Adeline joined the Integrated Wealth Management team in April 2015. A native of San Jose, CA, she earned her BA in Psychology from the University of New Mexico in December 2013. She also holds an LPL Financial Associates Certification.
Adeline's desire to help individuals is evident in the way she works with clients. In her down time, she can be found with her adorable kitty Jackson, attending major sporting events and spending time with family. She is an avid supporter of the St. Jude's Children's Research Hospital and the Susan G. Komen Foundation.
Client Services Associate
Nicole joined the team at Integrated Wealth Management in February of 2016. A native Californian, she was raised in San Jose and attended DeAnza College from 2002-2004 in Cupertino.
Nicole’s passion is people as she has spent the past 15 years managing restaurants in all aspects. A career change this past year was welcomed as she was introduced to the team at IWM. When she is not working, Nicole spends her time with her husband, Alex and daughter, Ruby. She enjoys trips to the beach with her family and 2 dogs, Humphrey and Bertha.