This complimentary guide walks you through three things to check now to help ensure you and your family are supported — even if the economy takes a dip. What you’ll learn:Meet The Team
The team behind Financial Integrity, LLC is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
CODY MEEKS
CODY MEEKS Partner / Investment Adviser Representative
During the financial collapse of 2008, Cody witnessed firsthand how quickly an individual’s financial confidence can be taken away as it hit the reset button on his grandparents’ retirement. Shortly after, Cody began searching for better investment options for the retiring population. In 2009, he joined a financial marketing organization where he focused on marketing skills.
In 2015, Cody joined Financial Integrity, LLC. He continues to add to his understanding of the ever-changing financial industry and passes on this knowledge to his clients.
Cody has passed the Series 65 securities exam, holds a life insurance license in Colorado and is registered as an Investment Adviser Representative.
A native of Kansas and a graduate of Washburn University, Cody married his beautiful wife, Bailea, in 2011. The two have been happily together since they were sophomores in high school.
Levi Wedel, CFP®
Levi Wedel, CFP®Partner / Investment Adviser Representative
Levi Wedel saw how market fluctuations can affect financial confidence during the financial collapse of 2008. He then had the opportunity to work at a financial marketing organization with some of the top financial and retirement professionals in the nation. This allowed him to gain a true understanding of what so many other financial professionals were doing to help retirees have increased confidence in their retirement strategies.
After that, Levi began to personally connect individuals in the local community. He is licensed to sell life insurance in Colorado and Kansas. He has passed the Series 65 securities exam, making him an Investment Adviser Representative. Levi continues to keep up his vast understanding of the ever-changing financial industry and pass on his knowledge to clients residing in and around the Denver communities.
Levi is a native of Kansas and a graduate of Kansas University with a Bachelor’s degree in economics. He is an avid KU basketball fan and enjoys the outdoors when not at the office, especially hiking, snowboarding and hunting.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
David Martin
David Martin Partner / Financial Professional
David believes that honesty and integrity are the two most important character traits in building and maintaining a professional relationship with his clients.
“In many cases, when I first start to work with new clients, I find that they are confused and often embarrassed to not know more about their own financial situation, and I explain that they are not alone — almost everyone feels the same way,” David says. “The fact is, it is their money, and they should work with someone who can inform them and help make things simpler. The art is not in making money but in keeping it.”
David began his insurance career with Northwestern Mutual Life Insurance Company in 1980 and over the years has filled many roles ranging from agent to senior marketing executive. More recently, David enjoyed returning to his most rewarding calling: working with clients. David is passionate about helping clients feel more confident in their retirements.
David holds licenses in life, health, accident and property and casualty insurance in Colorado. A native of Louisiana, David graduated from Louisiana State University. He made Denver his home in 1994.
The proud father of three successful architect sons, David enjoys spending time with his family and especially his three grandchildren, Finley, Tabor and Fiona. He believes the reason we have children is to become grandparents.
Bailea Meeks
Bailea Meeks Office Administrator
Bailea joined the Financial Integrity team in March 2018 as our Office Administrator. Many of you have met Bailea at our events over the last several years as she is married to Cody Meeks.
Bailea comes to Financial Integrity with experience and a passion for serving people. For the last 10 years, she worked in the community mental health field. As the Office Administrator for Financial Integrity, Bailea is able to combine her love of serving people and event planning. She enjoys working with each client daily as needed, planning the workshops and seminars, as well as celebrating the various Financial Integrity clients through client appreciation events.
In her free time, Bailea enjoys hiking, stand-up paddle boarding, fishing, traveling and learning new activities such as snowboarding! A big part of Bailea’s life is her shih tzu, Luvea Mae.
Beth Workman
Beth WorkmanDirector of First Impressions
Beth recently moved from Michigan to Castle Rock, CO so that she could spend more time with her grandkids. Combining Beth's background as a small business consultant and amazing personality it was a natural fit for Beth to become our Director of First Impressions.
Whitney Strunk
Whitney Strunk Director of First Impressions & Marketing
Bio coming soon!
Ready to Take The Next Step?
For more information about any of the products and services we offer, schedule a meeting today or register to attend a seminar.
