Your best interests always come first. We aspire to be the premier financial planning practice throughout the Yakima and Tri-cities regions and Central Washington by passionately helping people achieve their financial dreams through customized financial planning and personalized investment advice.
Todd has been a Financial Advisor since 1993, serving a diverse client base throughout the great Northwest. He is a member of the Yakima Estate Planning Council and the National Association of Insurance and Financial Advisors (NAIFA). He currently holds the Chartered Mutual Fund Consultant (CMFC) designation. Todd is also registered with the Dave Ramsey Program as a Smartvestor Pro.
Morris joined the IWA team in 2023. Prior to joining Integrity Wealth Advisors, he was with Ameriprise Financial as a Financial Advisor. Morris was born and raised in the Yakima Valley and graduated from Selah in 1987.
Karen joined the IWA team in 2022. Karen has nearly 10 years of experience in the finance industry.
David has been Financial Advisor in the Yakima Valley since 2018, with a focus on working with individuals and families throughout Central and Eastern Washington. He is a West Valley graduate from the class of 2013 and graduated from Portland State University’s business school in 2017.
Jamie joined Todd’s team in 2014. He worked in the financial industry as a Licensed Personal Banker and, most recently, as a Funeral Director in Yakima. He graduated with a degree in Communication Studies from Eastern Washington University.
Michelle has been a valued administrative assistant to Todd since 2000. Her years of experience with Todd’s team have made her an invaluable asset to the team.
Hannah has been a part of Todd’s team since March 2025. She has 10+ years experience in the financial service industry. She graduated from American Public University with a business degree.
At Integrity Wealth Advisors, we believe true success extends beyond portfolio performance and financial growth. We recognize that lasting prosperity involves strengthening the foundation of the community we call home and actively contributing to a positive impact on the world beyond. This commitment is woven into our culture and investment philosophy. We partner with our clients not just to manage their wealth, but to leverage that wealth as a force for good, creating a meaningful and enduring impact. *LPL Financial is not affiliated with any entity listed on this page.
