Teams at Integrity Marketing Group, LLC

Leads enterprise technology strategy, infrastructure, applications, cybersecurity, data, cloud services, digital transformation, governance, risk management, and technology investments. Oversees enterprise systems, architecture, integrations, budgets, vendors, operational reliability, compliance, business continuity, and disaster recovery. Partners with executive leadership to align technology with business growth while leading and developing senior technology teams.

Advises prospective and producing wealth advisors on investment product selection, advisory conversion, alternatives, annuities, insurance, and product mix. Runs competitive shelf comparisons, supports product governance and shelf reviews, channels advisor feedback into strategy, develops product playbooks, and ensures product mapping during transitions. Success is measured through advisory conversion, household cross-sell, alternatives allocation, and timely mapping delivery.

Entry-level management trainee rotating through life insurance, annuities, wealth management, marketing, sales, case management, finance, underwriting, and operations. The associate completes department projects, supports client and advisor relationships, conducts research, analyzes business information, and provides administrative support. The program includes mentorship, industry training, local firm visits, and company-sponsored life insurance and securities licensing.