Broker Check

 

Team

Core People

Our team at Integrous Investing has more than 100 years of combined investment experience.  On this page we have also listed some of our core resources for retirement and estate planning.   When you hire us you have entrusted us with the most important assets besides family: time & money.  We focus on risk management and designing effective strategies that our clients understand so they can focus on their life and what makes them happy.

 

Clint Gharib, AIF®, CFEd®

Accredited Investment Fiduciary - AIF® & Founder

404-479-8111

Clint Gharib, is an Accredited Investment Fiduciary - AIF® and independent investment advisor with more than 25+ years of experience advising both clients and other financial representatives. He is the founder and a senior...

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Working in the wealth management services industry since 1995, Kimberly Crichton Enders is a CERTIFIED FINANCIAL PLANNER™ with firsthand knowledge delivering personal finance strategies to young professionals and women in business.

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Timothy Pashley, CFA

Chartered Financial Analyst, Investment Advisor

317-535-6650

Timothy Pashley has been serving clients successfully in the investment business since 1989. He is an Investment Advisor Representative (fiduciary).

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Tony is a Certified Financial Educator (CFEd)® and has been advising clients since 1989. He is a firm advocate that no one strategy fits everyone which is why Mr. Mowrer takes a proactive approach to helping you develop a strategy to...

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Jeff Schade

Certified Financial Educator, CFEd®

404-479-8113

Jeff has been working with clients to help grow, protect, and transfer wealth from one generation to the next in a tax-efficient manner since 1992. He focuses on risk reduction strategies. Jeff holds a Certified Financial Educator...

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Tom Leary serves as Client Liaison and holds a Series 6 License. After graduating from St. John Fisher College in 1993, Tom had a long career in the printing industry during which he climbed from an entry-level assistant to managerial...

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Fred Kobler is a senior member of Integrous Investing and is the President of United Tax Service, Inc. located in Shelby Township, Michigan. The United Tax office staff includes Accountants, a CPA and a Tax/Real Estate Attorney. Fred...

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Constance "Connie" Zorn is an Executive Assistant to Timothy Pashley. She has worked out of the Marmora, NJ office since 1989. Connie thrives on daily client interaction and helping out in all aspects of office administration. She...

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Diane Beamer is a Assistant for Timothy Pashley. She holds New Jersey Life, Health Insurance Licenses and has been serving clients within the Financial Services area since 1986. Her primary responsibilities include new business...

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Catalina Pansera is Executive assistant to advisor Fred Kobler as well as client service manager. Catalina holds a Life Insurance License and has been working with Fred for 4+ years in the industry. She is an intricate part of...

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Emily Jewell

Administrative Assistant

586-739-0248

586-739-4755

Emily Jewell is an administrative assistant to advisor Fred Kobler. In addition to new business administration, she is dedicated to the daily operations of client accounts, to ensure all accounts; new, pending, and existing are in good...

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Bomar Law Firm, LLC

(not affiliated with Integrous Investing)

404-841-6561

404-841-9178

Calvin Bomar holds an LL.M. in Taxation from New York University, and previously worked as tax counsel for the IRS Office of Chief Counsel in Washington, D.C. He advises both businesses and individuals in tax planning and tax...

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Cetera Retirement Plan Specialists

President (not affiliated with Integrous Investing)

888-926-0600

Guy Hocker leads Cetera Retirement Plan Specialists as its President. Prior to joining Cetera Retirement Plan Specialists, Mr. Hocker held the role of president and COO of Benefit Planning, Inc., the Los Angeles office of National...

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Cetera Retirement Plan Specialists

Chief Actuary (not affiliated with Integrous Investing)

G. Neff McGhie III is the Chief Actuary for Cetera Retirement Plan Specialists. He is a Member of the Society of Pension Actuaries (MSPA) and the ASPPA College of Pension Actuaries (ACOPA). He currently serves on the Board of Directors...

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Cetera Retirement Plan Specialists

Qualified Retirement Plan Solutions Consultant (not affiliated with Integrous Investing)

888-926-0600

Diana Barisoff joined Associates in Excellence (now known as Cetera Retirement Plan Specialists) in 1999. In her capacity her primary focus is to provide qualified retirement plan consulting and solutions to Financial Advisors for...

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