Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.


Our advisors

Advisor photo for Joshua Ely

Joshua Ely

CFP®

Private Wealth Advisor

President of Integrate Wealth Management
Learn more about Joshua Ely
Advisor photo for Lee Amiot

Lee Amiot

CFP®

Financial Advisor

Vice President of Integrate Wealth Management
Learn more about Lee Amiot
Advisor photo for Ayo Idowu

Ayo Idowu

APMA®

Financial Advisor

Learn more about Ayo Idowu
Advisor photo for Brady Ellis

Brady Ellis

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Brady Ellis
Advisor photo for Damian Nold

Damian Nold

CRPC

Financial Advisor

Learn more about Damian Nold
Advisor photo for Michael Howe

Michael Howe

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Michael Howe
Advisor photo for Matthew Beck

Matthew Beck

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Matthew Beck
Advisor photo for Stephanie Feldman

Stephanie Feldman

CRPC, BFA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Stephanie Feldman


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.

View more
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.

View more
Scott Kindrick

Scott Kindrick

Investment Specialist

Joey Byron

Joey Byron

Paraplanner

Personal Intro

I live in Plymouth where I enjoy spending time with friends and family. You can find me living an active lifestyle by playing soccer, tennis, or basketball. I also embrace the winter season by snowboarding, often venturing out to Colorado.

View more
Caidyn Krause

Caidyn Krause

Client Service Coordinator

Personal Intro

Hi there! I'm currently located in St. Louis Park and am an aspiring world traveler who enjoys the energy of city life. Along with being deeply fascinated by architectural history, with a special appreciation for how buildings tell the stories of our past. Outside of work, you can find me reading, antiquing, visiting historic sites, and spending time with my cat or friends and family

View more
Armel Alagbo, CRPC, BFA, AWMA

Armel Alagbo, CRPC, BFA, AWMA

Paraplanner

Personal Intro

I'm a St. Paul native and proud Hamline University graduate. Outside of work I enjoy spending my time in the gym and playing sports, as well as traveling with friends and family, making use of my second language. I am beyond excited to be a part of the IWM team.

Qualifications

  • AWMA

  • BFA

View more
Makenna Swenson

Makenna Swenson

Client Service Coordinator

Personal Intro

Hi everyone! I enjoy spending time with friends, family and my fianc�, often playing cards and board games together. I also enjoy creative activities like coloring, trying new recipes, and watching college hockey. In the warm months, I love spending time up north on the lake and taking my dog on long walks.

View more
Avery Haisman

Avery Haisman

Client Service Coordinator

Personal Intro

Hi everyone! I live in Shakopee where I enjoy spending time with my family and friends. I like to live an active lifestyle outside of work playing soccer, working out and going for walks outside. I love traveling to new cities and trying new foods and activities outside of my comfort zone. I am very excited to be a part of the IWM team.

View more
Claudia Schwartz

Claudia Schwartz

Financial Planning Specialist

Personal Intro

Hi everyone! I am a former college swimmer now living in Uptown Minneapolis, and I have a real passion for learning and exploring. Outside of work, you will often find me with a book in hand, experimenting with creative crafts, or trying out elaborate new recipes in the kitchen. I lead an active lifestyle and always strive to find balance and harmony in everything I do.

View more
Julie Kearney, CRPC

Julie Kearney, CRPC

Paraplanner,

Client Service Coordinator



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.