Broker Check

About Us

Why Us?
Helping You Plan
For
All of Life’s “IF’s”

It’s time you changed the conversation about money from product-focused to process-driven. We’ll shatter your pre-conceived notions about money and what to expect from your financial professional. A custom personal financial model created for each client is monitored and managed by your Macro Manager and ensures everything is working together to achieve your goals. We'll help grow your wealth, increase cash-flow, and protect your legacy.

Are You on the Right Path?
Let Us Help You Get There

Free Initial One-Hour Consultation

We’ll use this complimentary time to get to know you, uncover your financial goals and needs and determine if we’re a good fit for one another. This consultation includes a worksheet, which we’ll send once we get started.

Initial Proposal

Following our initial consultation, we’ll develop a rough draft proposal for you to review. Depending on our engagement, this may include an investment proposal, retirement income plan or comprehensive financial plan.

Final Plan Review

Our final financial plan review will assess where you currently stand with respect to your financial goals and will map out the steps necessary to reduce overall risk and increase the likelihood that you’ll reach your goals.

Implementation

After completing our comprehensive planning process, we’ll work with you to implement our recommended plan. Alternatively, you can implement the recommendations on your own.

Meet The Team
Who You’ll Be Working With

Gretchen Brown

Gretchen Brown

President and Founder

Growing up on a southern Idaho farm, I was inspired by my father's hard work and financial wisdom. In 1999, I began my career in financial advising, and in doing so, I discovered my true passion: helping clients...
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Alex Strawn

Alex Strawn

Client Service Associate

Alex has been a client service associate at Integrity Financial since 2017, focused on delivering exceptional service to clients. She is motivated to expand her knowledge and advance her career in a way that makes a positive impact...

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Annaliese Gerdes

Annaliese Gerdes

Associate Advisor

Annaliese is an Associate Advisor at Integrity Financial. Holding several financial designations, she is dedicated to helping clients succeed.

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Contact Us
We Want to
Hear From You

Reach out to us, and we can prepare a strategy for you.

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