Our Team

Richard Dragotta (ChFC, CRPC – conferred by College for Financial Planning) and Dan Minnis (CFP®) have over 30 years of experience working in the finance industry and started Integra with the belief that there were not enough advisory firms offering integrated comprehensive wealth management.

We have assembled a team of advisors with like-minded values passionate about helping you pursue your goals.

Meet the Integra Team

Experience Integrated Wealth Management

Looking to take your legacy to the next level? Let us create a unique, sophisticated wealth management plan for you that includes tax planning, investment management, and risk management strategies.