Meet Our Team

Meet Our Team

Todd F Homer, CMFC – Wealth Advisor

Todd has been a Financial Advisor since 1993, serving a diverse client base throughout the great Northwest. He is a member of the Yakima Estate Planning Council and the National Association of Insurance and Financial Advisors (NAIFA). He currently holds the Chartered Mutual Fund Consultant (CMFC) designation.

Jamie Morrison – LPL Registered Administrative Associate

Jamie joined Todd’s team in 2014. He worked in the financial industry as a Licensed Personal Banker and, most recently, as a Funeral Director in Yakima. He graduated with a degree in Communication Studies from Eastern Washington University.

Michelle Dzurik – Administrative Associate

Michelle has been a valued administrative assistant to Todd since 2000. Her years of experience with Todd’s team have made her an invaluable asset to the team.

Judy Craven – Administrative Associate

Judy has been a part of Todd’s team since 2013. She has 20+ years experience in various financial services companies. Judy graduated from Washington State University with a business degree.

 

Lora Leavenworth – Administrative Associate

Lora joined the IWA team in 2022. Prior to joining Integrity Wealth Advisors, she was with Fisher Investments as an Investment Consultant. Lora has an extensive trading background in Equities and Fixed Income.  She has a BA in Economics from New York University. Lora is pursuing her licensing to become a Wealth Advisor for the team.

 

Karen Esquivel – Administrative Associate

Karen joined the IWA team in 2022. Karen has nearly 10 years of experience in the finance industry and she is pursuing her licenses to become a Wealth Advisor for the team.