FEE-ONLY - Key Persons
Job Titles:
- Founder and Managing Partner of Integrity Investment Advisors, LLC
- Manage Risk
- the Answer to Volatility Is Financial Planning / Uncategorized
Todd Moerman is the Founder and Managing Partner of Integrity Investment Advisors, LLC. He has a degree from Miami University, Ohio in Finance and holds a AWMA designation (Accredited Wealth Management Advisor). Todd spent over 20 years working in large, global companies like Xerox, GE Healthcare and Philips Healthcare. These experiences have allowed him to see the need for changes in the Financial Services business model.
In 2021, we hired Robert (Sam) Hamilton. Sam graduated from the University of Denver with an Accounting degree and a Masters of Accountancy. He has also earned his Chartered Financial Consultant Designation (ChFC®) and his Certified Financial Planner (CFP®) Certification.