Integrity Financial Planning, Inc.
Impact Tax Group, LLC
Brian has been in the financial planning world for over 20 years. He is also a popular radio host of “Retire with Integrity.” The program can be heard on radio stations across the country. Brian has also been seen in Forbes, CNN Money, Fortune, and Money Magazine.
Brian’s financial career began in 1999 working for corporate financial firms. During this time, he learned to listen to clients’ needs and how to develop creative solutions for income creation, growth, and the protection of retirement assets. Brian quickly realized he wanted to move away from product-based firms and the limited options he could offer his clients. Brian knew he could do better for them by offering comprehensive solutions that best suited the client. This led him to become the Founder and President of Integrity Financial Planning and Impact Tax Group, LLC.
Integrity Financial Planning has expanded to become a “family office,” incorporating in-house professionals who provide one-stop firm to address any financial planning needs. Brian enjoys putting the puzzle pieces together for his clients. He specializes in assisting individuals and families in planning for a successful retirement and enjoys strategizing and coming up with ways to increase client’s net worth through tax planning strategies. Brian and his team also work with individuals on:
Brian grew up in Glendale, Arizona with an older brother and younger sister. Brian has always loved Virginia and decided to move to the old dominion state in 2006. He enjoys farming, raising beef cattle, and spending time with his six children. He is active in his church and enjoys boating on Smith Mountain Lake and being outdoors with his family.
VP of Financial Planning
Lynn is knowledgeable in tax, retirement, legacy planning, and in innovative ways to apply these concepts to client advantage.
Throughout her career, Lynn has been an ardent advocate for her clients. Her diverse career experiences provide a broad understanding of client needs and the impact that ever-changing market forces have on their financial well-being. Her desire to be even more responsive to her clients’ need for comprehensive financial strategies led Lynn to obtain major financial designations: Chartered Financial Consultant, Chartered Life Underwriter, and Investment Advisor Representative. Lynn now applies her financial skills in innovative ways — all focused toward the clients’ advantage.
Lynn enjoys travel, the arts, gourmet food, and good times with her family.
Director of First Impressions and Office Manager
Louise has had a long and varied career, giving her insight into many facets of life. Early in her career as an instructor for IBM, the principle “the customer is king” became part of her personal fabric and has guided her throughout her professional life.
Attention to detail became another hallmark of her career. As the owner of a well-known country inn and restaurant in Connecticut, she and her staff won numerous awards for the elegant atmosphere, quality of the food, and beauty of the accommodations at the inn.
A chance meeting with a financial advisor led to inviting her to work for him at his company and brought Louise into the financial services arena. Today, at Integrity Financial Planning, she performs the daily office tasks required to make a financial planning office run smoothly and efficiently.
Senior Client Services Associate
Meagan brings more than 10 years of financial experience to the Integrity Financial Planning family. Born and raised in the Roanoke area, she knows the importance of supporting both our locals and the businesses that make our region one of the best places to live.
She loves learning how to best serve each client’s unique needs and values.
Outside of work, Meagan can often be found competing in local 5k and 10k events and spending time with her rescue dog, Haven.
Director of Operations
Hanna comes to Integrity Financial with over 15 years of marketing and sales experience. With a background in business marketing, she is passionate about brand awareness, business building through establishing interactive media, and management practices.
Hanna grew up on a farm in Cookeville, Tennessee with three older brothers and graduated from Western Kentucky University with a bachelor’s in agriculture and business.
In her free time, she enjoys spending time with her two children, Harper and Scout. Hanna also enjoys running, fly fishing, and bird hunting with her father.
Kim is a Certified Public Accountant with a BBA degree in accounting and finance from Radford University. When Kim became a member of the Integrity Financial family, she had been serving clients for more than 26 years.
Throughout her career, she has developed strategic plans that have saved her clients’ financial structure. Kim’s experience lies with clients ranging from multiple small privately-owned businesses to several large public corporations and Fortune 500 companies. Her experience and knowledge over the years has helped minimize taxes for families as they progress through life.
In her free time, Kim enjoys gardening, reading, hiking, and biking.
Josh has been in the financial planning industry for five years, starting with his financial advisor position at National Financial Services. Prior to being a financial advisor, Josh spent the 11 years working in director fundraising roles for universities and their endowments. Josh held leadership positions at several large institutions including Virginia Tech, Radford University, IMG College, Georgia Southern University and United Way of Roanoke Valley.
Josh became interested in starting a career in the financial services industry as he frequently communicated with the financial advisors of private donors when they were making contributions to the university. Josh attended Virginia Tech University where he began his career as a QB/WR on the national championship contending football team. Josh then went on and earned his MBA from Radford University in business administration. Josh has a passion for working with individuals, families, and businesses to uncover strategies that address their unique financial and retirement needs. In his free time, Josh enjoys attending Virginia Tech sporting events and spending time at the lake with his wife and two children.