We surround clients with collaborative problem solvers. We put the needs of our clients, the team, and our community above our individual desires.
Introducing nearly 60 financial service professionals with an incredible amount of passion for what we do. Get to know us. We’re the ones that make Integrity Financial different.
2021
As the Director of Vision Accounting & Tax, Mark focuses on client tax preparation, planning, and strategies. Prior to joining Vision Financial Group, Mark developed his accounting knowledge and skills in tax and auditing roles in public accounting, as a controller in the private sector, and operator of his own private practice. Before entering the accounting world, he spent a number of years in business management.
University of Iowa, Bachelors in Accounting, and Finance
A week after I turned 10 (allowable age), I started a paper route delivering every weekday afternoon and Saturday morning. As soon as I could legally get a real job at 14, I started working at a car wash. By 15 I was a shift manager responsible for my coworkers, counting the money, and locking up.
The last few years, I have been working in a controller role and operating my own tax practice, so I haven’t been able to do much else. When time allows, I enjoy cooking, traveling, and thinking about how I’m going to get back in to shape sometime someday.
2009
As a licensed insurance representative, Andrew works closely with clients in the development, analysis and implementation of product solutions. Before joining Vision Financial, he worked in marketing for a major life insurance and investment company in Des Moines.
Upper Iowa University, BSc in Business
Umpire for Little League baseball
I live in Grimes with my wife Leann and our Golden Retriever, Bosco. Together, we enjoy traveling and concerts. I am very active in the CrossFit community and love spending time with friends and family
2019
Eric serves as a subject matter expert on topics related to life insurance, qualified and non-qualified retirement plans, and tax planning. Prior to working at Vision Financial Group he spent 11 years as the director of advanced markets at a large financial services company, focusing on case design and implementation of life insurance and annuity solutions. Eric also has 12 years of experience with two CPA firms, where he designed and administered qualified and non-qualified deferred compensation plans. He also served as a trust officer at a major bank.
University of Iowa, Bachelor of Business Administration in Finance and Economics
Drake University Law School, Doctor of Jurisprudence
A paperboy….back when papers were actually delivered door to door!
I’m spending time with my wife Karen and our two sons, Jared and Justin. I am an avid golfer and outdoorsman. When the weather doesn’t cooperate I can be found with a book in my hand reading nonfiction “whodunnit” thrillers.
2016
Bill supervises a network group of financial advisors, helping them stay in compliance with broker-dealer and regulatory rules. He also engages in securities production as a financial advisor. Bill formerly served as an OSJ Delegate, performing many of the same duties noted above, at First Financial Center in Cedar Rapids, Iowa, which was later acquired by Vision Financial Group.
University of Iowa, BBA in Accounting
Hy-Vee customer service
I enjoy camping with family and friends, as well as target and trap shooting. My wife and I reside in Atkins, Iowa.
1990
Cindy has been with the same firm throughout her financial career, which spans over 29 years. Her current position is support staff for a financial advisor, and assisting with health insurance, disability insurance, life insurance, and long-term care. Her previous career was as a school teacher.
University of Northern Iowa, BA in Elementary Education with an Early Childhood endorsement
Teaching Special Education at Ben Milam Elementary in Harlingen, TX
I like to spend time with my granddaughter. Also, my passion is golf, so I like to spend as much time as I can doing that with family and friends.