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  • Integrity

    Our relationships are built on a foundation of mutual trust, transparency and accountability.

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  • Experience

    44 years experience makes for well educated, trustworthy advice to assist you in planning all phases of your financial  journey.

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We are a team of financial advisors with over 40 years of experience. We help individuals, small businesses and foundations solve their most complex financial challenges so they may achieve their goal of wealth accumulation and preservation.



Attention Washington Residents:
As many of you are aware, the town of Oso, Washington experienced a major mudslide on March 22, 2014 that covered approximately 1 square mile of land. Excluding landslides caused by volcanic eruptions, earthquakes, or dam collapses, this is the deadliest single landslide event in U.S. History. Our hearts go out to the victims and friends & families of all who have been affected by this tragedy. During times like these, we look for channels to help in any way that we can. Below is a link to a beautiful song that was written by the talented, local country music artist, Wes Jones, as a tribute to the victims of the landslide. You can purchase the track via paypal for $2, and all proceeds will be donated directly to the North Counties Relief Fund. We hope you will join us in supporting the town of Oso during this time of need.
Listen & Purchase Here: Skaglund Hill (Tribute to Oso) - Wes Jones

Who We Are

Our focus is on developing a plan tailored to meet your needs.  Integrated Financial Services is a firm committed to helping you improve your long term financial success.


What We Do

We believe relationships that lead to financial success are built on a foundation of mutual trust, transparency and accountability.


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