Advisors at this firm
Matthew M
CFP®, Series 66
Eugene, OR
Integrity Wealth LLC
Matthew Mathiesen is a CFP® with 13 years of industry experience, currently serving as an advisor at Integrity Wealth LLC. He previously worked at several firms including JourneyTree Financial Advisors and Merriman Wealth Management. Integrity Wealth LLC serves individuals, trusts, estates, and businesses with services such as discretionary investment management and comprehensive wealth planning. The firm employs a fiduciary approach, builds customized portfolios using low-cost mutual funds and ETFs, and offers educational retirement seminars through a local college.
Charles B
CFP®, Series 63
Brookings, OR
Integrity Wealth LLC
Charles Blozinski is a CFP® professional with 21 years of industry experience. He is currently with Integrity Wealth LLC, a team-based firm, and has been associated with Wild Rivers Financial Services, LLC for over 20 years. Integrity Wealth serves individuals, trusts, estates, and businesses with a variety of advisory services, including discretionary investment management and comprehensive wealth management. The firm employs a long-term, customized investment approach using low-cost mutual funds and ETFs, supplemented by individual securities, and offers educational seminars through a local college under its Retirement Intelligence d/b/a.
Scott S
CFP®, Series 63, Series 66
Eugene, OR
Integrity Wealth LLC
Scott Sanders is a CFP® professional with 24 years of industry experience. He is currently with Integrity Wealth LLC, where he has worked since 2024. His prior experience includes roles at TRUE Private Wealth Advisors, PURSHE KAPLAN STERLING INVESTMENTS, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sanders is also the owner of Retirement Intelligence, LLC, which offers educational classes on retirement planning. Integrity Wealth serves individuals, trusts, estates, and businesses through discretionary investment management, comprehensive wealth management, standalone financial planning, and retirement plan advisory. The firm employs a five-advisor team and manages approximately $260 million across nearly 200 client relationships, focusing on customized, long-term portfolios using low-cost mutual funds and ETFs alongside selective individual securities.
Jennifer P
Series 65
Eugene, OR
Integrity Wealth LLC
Jennifer Paterson is a Series 65-licensed financial advisor with six years of industry experience, currently with Mainsail Financial Group in Eugene, Oregon. She has worked at Mainsail since 2025 and previously operated Journey Tree Financial Advisors since 2017. Outside of financial advising, she is a partner in JP Home Renovation, a general contracting business where she manages bookkeeping, scheduling, and marketing. Mainsail Financial Group serves individual and high-net-worth clients as well as retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm uses model portfolios developed by an investment committee and employs analytical methods including asset allocation, fundamental, technical, and quantitative approaches to align investments with client goals and risk tolerances.
Jesse C
CFP®, Series 63, Series 66
Eugene, OR
Integrity Wealth LLC
Jesse Coffee is a CFP® with 11 years of industry experience, currently serving at Integrity Wealth LLC. He previously worked at TRUE Private Wealth Advisors, LLC and Merrill Lynch. In addition to his advisory role, Jesse owns Retirement Intelligence, LLC, which provides educational classes on retirement planning topics. Integrity Wealth LLC is a five-advisor team managing approximately $260 million for individuals, trusts, estates, and businesses. The firm offers discretionary investment management and comprehensive wealth management, focusing on customized, long-term portfolios using low-cost mutual funds, ETFs, and selective individual securities, while acting as a fiduciary in client engagements.
Teresa H
Series 66
Eugene, OR
Integrity Wealth LLC
Teresa Hughes is a Series 66 licensed financial advisor with eight years of industry experience. She is currently with Integrity Wealth LLC and has previously worked at True Private Wealth Advisors, Charles Schwab, 44 Wealth Management, and Merrill. Integrity Wealth LLC serves individuals, trusts, estates, and businesses with a range of advisory services including discretionary investment management and comprehensive wealth management. The firm uses customized, long-term oriented portfolios built with low-cost mutual funds and ETFs, supplemented by individual securities, and offers financial planning and retirement plan advisory through a five-advisor team managing approximately $260 million in assets.