OUR TEAM
Registered Principal RJFS, Financial Advisor
Jeff Coplan began his career in financial planning 20 years ago, and he has modeled his career with one thing in mind: the client’s experience.
This relationship based approach to financial planning led him to the creation of Integrity Wealth in 2006. From that day on, Jeff built Integrity Wealth into an organized and methodical business with customized financial plans that are extremely attentive to appropriately managing risk, and that are designed to be easy for the client to understand. Read more about Jeff.
Lead Advisor
Joe joined Integrity Wealth in 2018 and brought with him a vast array of knowledge and experience. This lifelong Minnesotan is an experienced Advisor with a focus on tax planning and retirement income structure. He provides the same level of comprehensive expertise Integrity Wealth has been providing for over 20 years. Joe maintains his Series 7 and 63 licenses in addition to holding the CERTIFIED FINANCIAL PLANNER™ professional certification. Read more about Joe.
Jelene Johnson
Jelene Johnson
Client Service Manager
It’s likely that Jelene is one of the most organized individuals you’ll ever meet. Her ability to remember special dates (and odd trivia) is vital to her role as the Client Service Manager at Integrity Wealth. She is knowledgeable in many areas of the financial planning process and takes pride in her ability to provide excellent client service.
When it’s time to relax, Jelene likes to clear her head by traveling, hiking and checking out the many sights all over the country. She loves going camping, biking, and enjoying music with her husband Mark. She also has a charitable mind and volunteers at the MN Landscape Arboretum and is a member of Westwood Community Church in Chanhassen.
Judy Huebner
Judy Huebner
Administrative Coordinator
Judy joined the Integrity Wealth team in 2022 as the Administrative Coordinator. Judy brings a strong administrative background and outstanding client relations. She has a positive, upbeat attitude with a warm, welcoming presence. Her role focuses heavily on client relationships, and she looks forward to serving you in the future!
When Judy is not in the office supporting the financial planning process and providing high quality client services, you can find her biking, walking, or kayaking. She’s also active in her church and enjoys trying new coffee shops.
Kari Soderberg
Kari Soderberg
Administrative Coordinator
Kari works in our Austin, MN office. Her career has spanned the hospitality and media sales industry,
but she has spent the last 15 years with Raymond James in financial services. She is a consummate
customer service professional and develops strong working relationships with clients.
When she’s not at the office you can find Kari in one of her many gardens in the wildlife area she manages with her wonderful husband, Greg. Kari is a fierce “Words with Friends” competitor, a mom, a
grandma, and loves Evie, her cat.
CLIENTS
Who We Serve
At Integrity Wealth we have one primary goal that informs each decision we make – helping you achieve your goals. Whether you’re just getting started, preparing for retirement, or well into your golden years.
Our Services
Financial Planning
We'll guide you through wealth accumulation, wealth conservation, and wealth distribution.
Investment Allocation
Every investment involves some level of risk. With allocation we can help preserve capital, increase liquidity, and decrease volatility.
Estate Planning
Will the proceeds from your estate be used to fulfill your wishes when the time comes? We can help make sure it does.
Tax Planning
Taxes are a fact of life. But that doesn't mean you can't manage the impact they have on your savings.
Retirement Planning
Whether it's fast approaching or years away, you've likely thought about your retirement. But have you thought about how you're going to get there?
Education Planning
We can offer support and planning as you set education goals for your children, grandchildren, or yourself.
