Integrative Financial Management

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for Integrative Financial Management
Team photo for Integrative Financial Management

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Advisors

Advisor photo for Michael Schmitt

Michael Schmitt

Financial Advisor

Visit Michael Schmitt's website
Advisor photo for Kris De La Pena

Kris De La Pena

CFP®, CRPC, AAMS®, CMFC, AWMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Kris De La Pena's website
Advisor photo for Bryce F Johnson

Bryce F Johnson

CFP®, ChFC®, CEPA®, CIMA®, CPWA®

Financial Advisor

Certified Private Wealth Advisor®
Visit Bryce F Johnson's website
Advisor photo for Martin E Brander

Martin E Brander

Financial Advisor

Franchise Owner
Visit Martin E Brander's website


Team

James L. Schmitt

James L. Schmitt

Financial Planning Specialist,

Investment Specialist
Isaiah Read

Isaiah Read

Client Service Coordinator

Katie Stewart-Anderson

Katie Stewart-Anderson

Client Service Coordinator