Real financial planning goes beyond investments.

Nathan Helms grew up in Winter Haven, FL, and began investing when he was just twelve years old with his father's broker. This early interest in investing led him to a B.A. in Finance from the University of Florida, where he lettered in baseball. Earlier in his career he was a financial advisor with ING Financial Partners, Ameriprise, and LPL Financial. Nathan's wife Julie works in the energy industry.

Nathan's father is a retired judge, his mother a retired teacher, his brother a firefighter, and his sister is a senior marketing vice president for a healthcare company. The family shares the belief that being of service to others is of utmost importance. This overarching value and his love of investing led Nathan to a career in financial services. Outside of work, Nathan enjoys spending time with friends and family, traveling, reading, and cheering on the Florida Gators.

Kyle Lonsinger is third generation in the financial services industry. When Kyle was in grade school, his family almost lost his father due to a heart attack. He remembers his father refusing surgery until he could tell his wife who to call should something go wrong.

From that day, Kyle realized the gravity of what it means to be a trusted financial partner. Since 2016, Kyle has helped individuals and families take charge of their financial lives and build strong financial futures at companies like LPL Financial, TD Financial, and Merrill Lynch.

Kyle is a Certified Investment Management Analyst® and a Certified Financial Planner® with a strong belief in the fiduciary code. Kyle received his bachelor's degree from The Pennsylvania State University and his Executive Certificate in Financial Planning from Duquesne University. He also is Long-Term Care certified and received his CIMA® from the Yale School of Management.

In his free time, Kyle enjoys snowboarding, golfing, working out, traveling, and spending time with family and friends.

Karen brings 17 years of experience in banking and financial services to her role with the practice. She has experience working with both clients and financial professionals, and understands the utmost importance of responsiveness, discretion, accuracy, and making sure that even small details are handled well.

Much of Karen's work happens behind the scenes to keep the client experience running smoothly. She coordinates communications, manages administrative processes, organizes workflows, and helps make sure clients have what they need when they need it.

Her experience in banking and financial services has given her a strong appreciation for the trust clients place in the people supporting their financial lives. Karen is known for being dependable, resourceful, and organized. She takes pride in anticipating needs, following through, and going the extra mile.

Outside of work, Karen is deeply committed to her faith, family, and community. She enjoys volunteering, supporting community initiatives, and bringing people together. She approaches both her work and her life with a servant's heart, a strong work ethic, and a commitment to doing things with excellence.

Julie Helms is an entrepreneur, business owner, and CEO of an engineering company in oil and gas. Her career spans business development, global marketing, and executive leadership, and she has owned multiple privately held companies.

At Integrity Wealth, Julie focuses on business development and on educational content for entrepreneurs and business owners.