Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


Our advisors

Joshua Ely

CFP®, AAMS, APMA, CKA®

Private Wealth Advisor

President of Integrate Wealth Management
Learn more about Joshua Ely

Lee Amiot

CFP®, APMA

Financial Advisor

Vice President of Integrate Wealth Management
Learn more about Lee Amiot

Brady Ellis

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Brady Ellis

Ayo Idowu

APMA

Financial Advisor

Learn more about Ayo Idowu

Damian Nold

CRPC

Financial Advisor

Learn more about Damian Nold

Michael Howe

CFP®, CMFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Michael Howe

W Scott Kindrick

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about W Scott Kindrick


Our team

Ron Drake

Ron Drake

Operations Manager

Personal Intro

My wife, Jessica, and I live in Plymouth where we spend many nights and weekends cheering on our two daughters in their many school sports and activities.

I enjoy traveling, exercise and cooking for friends and family. I'm a passionate sports fan and love a summer day at Target Field watching baseball. I am excited to be a part of the Integrate team and look forward to serving you and those you care about.

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Heather Proft

Heather Proft

Client Service Manager

Personal Intro

I currently live in Edina, with a crazy one-mile commute to work! In the summer I am out enjoying the sun working on a craft project or my recent obsession, golf. In addition to my administrative work here, I am a professional makeup artist.

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Katy Thuleen

Katy Thuleen

Administrative Assistant

Personal Intro

I live in Golden Valley, where Scott and I raised our 3 kids who have grown into amazing adults! I love gardening, walking, knitting, traveling and spending time with family and friends.

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Bonnie Roth-Kuhlmann

Bonnie Roth-Kuhlmann

Client Service Specialist

Personal Intro

I currently reside in Bloomington but spent the greater part of my life in South Minneapolis. Travel is my favorite thing, especially to see the art and the museums in Europe. I spent many years working for the airline which only fueled my love of travel. I love to bake and visit my 4 adult children who all live out of state. I am happiest meeting new people so, IWM is a perfect fit for me.

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Experience the power of a Strategic Alliance

To help our clients reach their long- and short-term financial goals, we have formed Strategic Alliances that can offer additional insights to your unique situations. If you’re looking for professionals to add to your network, visit our Strategic Alliance’s website or reach out directly to our practice to learn more.