Welcome
-Insurance- -Investments- -Integrated-
Feel the difference when all your finances are working in sync
From him the whole body, joined and held together by every supporting ligament, grows and builds itself up in love, as each part does its work.
Ephesians 4:16
About Us
Planning Futures
We believe the key to Financial Success is a comprehensive, customized plan. Each of our team members specializes in a particular aspect of your financial world. Working together, we provide a central location for ALL your insurance and investing needs, keeping your financial world... Integrated!
A Personal Approach
We start by clarifying your goals and objectives. We then determine whether or not your current situation is set up in the most efficient way to accomplish your goals. Putting together a completely custom plan, we tailor a portfolio to suit your objectives.
Why Us?
Our team is fully independent and licensed to integrate all aspects of your financial goals. From your investments to your insurance, we are able to ensure that all parts of your financial engine are working in sync.
Self Directed 401k program
401k Management
Get professional investment management for your 401k without any added cost!
Mission & purpose
"To equip everyday people to make sound financial decisions through education and guidance"
Our Team
Derek Roach - President
Derek began his career as a Sales Specialist with American Family Insurance, where his early success opened the door to an independent agency role. There, he gained broad experience across Property & Casualty, Life & Health Insurance, and Annuities. Over time, Derek discovered a deeper passion for finance and a calling to help individuals achieve their financial goals through thoughtful, personalized planning.
That passion led him into the world of financial advising, where he now thrives on building meaningful, trust-based relationships with his clients. Derek takes an educational approach to advising, believing every client deserves to understand the products and strategies guiding their financial future. He also enjoys mentoring fellow advisors, equipping them to serve with the same clarity and integrity.
Outside the office, Derek is a devoted husband and proud father who enjoys an active lifestyle—whether he's in the gym, outdoors, or out on the golf course. A committed Christian, he is passionate about growing in his faith and helping others deepen their relationship with Jesus Christ. One of his favorite ways to give back is by organizing fundraisers for veteran-related causes—a heartfelt expression of gratitude for those who serve, even though he is not a veteran himself.
Jack Taylor - Registered Administrative Representative
Jack is a graduate of Tabor College, where he earned a degree in Finance and Accounting. During his time at Tabor, he discovered a deep passion for finance, building strong relationships, and helping others make confident, informed decisions about their future. A Wichita native, he is excited to serve the community he calls home. With a focus on clarity and trust, he believes in taking an educational approach—ensuring clients understand not just what they're doing, but why it matters.
In his free time, Jack enjoys spending time with his family, his dogs, and others closest to him. Jack is passionate about personal development and is always striving to learn and try new things. He also enjoys playing golf, spending time outdoors, and unwinding with a good movie. Physical health, nutrition, and an active lifestyle are important to him, and he finds joy in supporting others as they pursue healthier, more intentional lives.
Jessica Goodall - Insurance Specialist
Jessica began her insurance career with Kansas Life Insurance Agency as an agent specializing in Medicare and Life Insurance. She developed a passion for working with seniors and helping them navigate the complex and confusing world of Medicare and other insurance products. Jessica's focus, when working with clients, is ensuring that their concerns and desires are heard and reflected in their coverage. She is proud of the relationships she has built with our clients and is a valuable asset to our team!
In her free time, Jessica enjoys going to concerts and spending time with her Husband, Bryant and Son, Felix, as well as taking her dog, Kipp, for walks. Born and raised in Northwest Arkansas, Jessica loves visiting home and taking in the beauty of her home state.
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Get Started
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Integrated Wealth Management
5025 East Kellogg Drive Suite 140, Wichita, Kansas 67218
Hours
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment
Check the background of your financial professional on FINRA's Broker Check
Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor in the states of Kansas, Oklahoma, Missouri, Nebraska, Wisconsin and Texas.
Cambridge and Integrated Wealth Management are not affiliated.
This communication is strictly intended for individuals residing in the states of Kansas and Texas. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Copyright © 2021 Integrated Wealth Management - All Rights Reserved.