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

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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Adam Duchon

Adam Duchon

Paraplanner,

CERTIFIED FINANCIAL PLANNER™ professional

Personal Intro

I currently live in St. Louis Park. In 2020, I graduated from the University of Minnesota Duluth with a degree in Financial Planning.

I spend my summers playing pickle ball, golfing, fishing, running, and camping in the Boundary Waters. In the winter, I am passionate about all things hockey!

Qualifications

  • CFP

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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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Scott Thuleen

Scott Thuleen

Client Relationship Manager

Personal Intro

I live in Golden Valley, where Katy and I raised our 3 kids who have grown into amazing adults! I am a recently retired financial advisor and look forward to helping the team in my new role, traveling, and spending time with family and friends.

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Isaac Baron

Isaac Baron

Financial Planning Specialist

Personal Intro

I currently live in Prior Lake. In 2024, I graduated from Hamline University with a double major in Finance and Business Analytics. I enjoy living my life with my family and friends close to me. My hobbies include exercising, sports, fishing, golfing and dirt bikes!

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