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Kristin H. Mata

Kristin H. Mata

Chief Financial Officer & Operations Manager

For more than 18 years, Kristin Mata has earned a reputation for providing skilled and practical guidance through corporate finance and is a nationally recognized authority on many facets of the investment industry. Her content, high quality and attention to detail has been a notable trait throughout her career. She began a career in corporate finance, broker of mortgages, banking industry, and found her passion in the wealth planning arena of the financial industry. She has been continually recognized will several achievements as a top innovator in an ever changing financial environment.

Kristin has joined Integrity Wealth Management with her husband as the Chief Financial Officer and Operations Manager. Through this position she will have the opportunity to offer a strong work ethic and her commitment to building relationships based on trust and professionalism. Innovation is one of her core values because it is critical to the successful completion of our mission. Innovations transform, whether it is a method, a product, a process, a business, or market or an industry in general. Her constant pursuit of this goal leads us to the continual development of new methods and approaches to remove the obstacles that stand between our goal and us.

As the operations manager, she works with the management team which contributes to the development and implementation of organizational strategies and processes. This position plays a significant role in long-term planning, including an initiative geared toward operational excellence.  She is in charge of developing specific programs geared for retention and overall compliance of all clients and their activities. For the continual growth and success of Integrity Wealth Management, she keeps abreast of changes in the financial industry and the entire company as a whole and will remain the day to day support in operations, including all investment advisory services offered through Ignite Planners, LLC an SEC Registered Investment Advisor. She holds several recognized industry registrations and designations; including the Series 7, Series 63, Series 66, and a General Insurance Agent License.