Welcome
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Feel the difference when all your finances are working in sync
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.
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. His success there led him to an independent insurance agency where he handled Property and Casualty insurance as well as Life and Health Insurance and Annuities. Over the years Derek developed a passion for finance and helping people plan and achieve their financial goals. This passion led him to the world of Financial Advising where he enjoys building trust and relationships with his clients, as well as teaching other advisors how to do the same. Derek believes in an educational approach to Financial Advising. His goal for every client is that they fully understand the products they are investing in, to the best of their ability.
In his free time, Derek enjoys spending time with his Wife, Daughter and two dogs, as well as maintaining an active lifestyle both in the gym, and outdoors, mostly on the golf course. One of Derek’s favorite hobbies is organizing fundraisers for Veteran-related organizations. While he is not a Veteran himself, Derek enjoys displaying his appreciation and compassion for those who sacrifice to defend our freedoms.
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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Contact Us
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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.
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