Meet Your Team

Dwight brings over 20 years of experience in the financial markets. His time as a licensed broker, investment manager, and options trader provides a wealth of skills to the team. He has taught several trading strategies at some of the largest investor education companies in the country. He has helped to develop and implement new investing products at several companies and wrote his master’s thesis on high impact trading. He has lived in or traveled to over 35 countries, and visited nearly all the United States. When Dwight is not traveling, he’s likely engaging in sports or going on a nice long hike.

Specializing in a range of services—including investment management, tax planning, retirement planning, estate planning, and business owner planning—Max provides insightful guidance grounded in a deep understanding of financial markets and analytical expertise. He holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation and has passed the Series 65 - Uniform Investment Adviser Law Exam, underscoring his commitment to professional excellence and ethical practice.

Marquis is driven by a profound commitment to making a positive impact in the world and always seeks out opportunities to help others through volunteering, mentoring, or simply lending a helping hand to those in need.
Marquis has a background in finance and biochemistry and is a graduate of Oregon State University Honors College with a minor in Finance.
Outside of work Marquis enjoy reading, spending time with family, and exploring the outdoors.

Jaden is a Finance major at Brigham Young University, pursuing the Private Wealth Management track. His professionalism and attention to detail elevate his work in operational execution, presentation development, and CRM management at Olympic Family Office. He is currently working toward CFP® certification as part of his long-term commitment to the field. Raised in Southern California, Jaden enjoys spending time in the ocean.

As a Client Service Manager with over ten years of customer service experience, Mary is committed to helping others in any way she can. Tenacious and enthusiastic, she strives to help her clients maneuver through life’s financial complexities. Her role ensures a strong relationship between client and advisor that supports the goals of everyone involved. Mary is a graduate of Washington State University and enjoys spending time with her husband and their future Cougar.

As a member of the engagement team with almost a decade of financial expertise, Heather is dedicated to helping clients navigate life's significant transitions with confidence and ease. Positive and proactive, she specializes in onboarding new clients, ensuring their unique needs are met with precision and care.
Heather is a proud graduate of Southeast Missouri State University, where her passion for finance was ignited during her studies abroad in France. Based in sunny Florida, she enjoys biking, water sports, and exploring the outdoors when she's not assisting clients.

The Integrated Partners Team

I use my passion and fascination with capital markets to create portfolios that support your journey across the wealth spectrum. I firmly believe that identifying the end objectives of your needs, circumstances, and what drives you, is the cornerstone of investing and portfolio construction.

Working in the financial industry since 1988, I currently serve as the Chief Compliance Officer at Integrated. My multifaceted role encompasses regulatory compliance, financial controls, daily operations, and information technology management. Beyond my regulatory expertise, I contribute valuable operational insights to the firm. I excel at optimizing processes, enhancing communication channels, and devising innovative solutions to overcome the inherent challenges of building a robust financial organization.

As our resident technologist, my priority is to proactively remedy technical issues before they arise, solving issues as they pop-up, and also implementing points of innovation that the ever-changing technology landscape can provide. I specialize in tailoring our technology offerings to adapt to advisors' specific needs.

With over 30 years of experience, I specialize in the design, implementation, and management of sophisticated life insurance portfolios. My mission is to deliver cutting-edge insurance solutions to safeguard your wealth and legacy that are perfectly aligned with your family values, desires, and goals.

I have over 10 years of experience building comprehensive financial plans for high-net- worth individuals and business owners. I accumulated significant knowledge with the use of the planning software, eMoney. Through live modeling, I help to create an interactive and memorable client experience.

Brian Matthews CFP®