David A. Hodges is a native of Chattanooga, Certified Financial Planner professional, and holds degrees in both Economics and Spanish from the University of Tennessee at Chattanooga. He is fluent in Spanish and is a member of The National Association of Personal Financial Advisors. He is a proud member of the Knights of Columbus. David is the founder of Integra Wealth, LLC, a local, independent, objective advice oriented comprehensive financial planning and registered investment advisor firm that does not permit the receipt of compensation by commission sales or commission products.As a CFP® professional, I received the personal satisfaction of obtaining the certification so that I can help my clients fulfill their financial goals.
My CFP® mark distinguishes me among my peers in the financial services industry as it shows that I have voluntarily met rigorous requirements of education, examination and experience and abide by CFP Board’s Standards of Professional Conduct, which includes agreeing to a fiduciary standard of care that places my clients’ interests first.
CFP Board enforces the professional standards for CFP professionals like me, and misconduct leads to action by CFP Board that can include a letter of admonition, suspension or revocation of CFP certification.
Federal and State Fiduciary Standard law requires Integra Wealth to solely act in the best interest of its clients at all times.
"We use a consultative approach at Integra Wealth - to work with clients in order to help them fulfill their goals and live their values. We realize that all clients are unique, so our approach is tailored specifically to you. We work with you - as a partnership - to help you make smart decisions about your money."-Cory S. Colquette, MBA, CPA/PFS
Cory is founder and CEO of Integra Consulting, LLC and partner at Integra Wealth. Cory has a Bachelor of Science and Master of Business Administration degree specializing in finance from the University of Tennessee at Chattanooga.
Cory is also a licensed Certified Public Accountant (CPA) through the state of Tennessee. He has attained the Personal Financial Specialist (PFS) designation through the American Institute of Certified Public Accountants (AICPA).
Anyone can call themselves a financial planner, but very few have met the strenuous requirements of a CPA/PFS. A CPA with the PFS credential combines the objectivity, integrity and experience that are hallmarks of the CPA profession with specialized expertise. A CPA/PFS has Focused Education in accounting and financial planning (at least 150 college credit hours and 80 hours continuing education every two years), Specialized Expertise in key areas of financial planning, Examination requirements, strict Ethics requirements with the State Board of Accountancy and AICPA, Tax Know-how, and Exclusivity as a part of a select group of CPAs in the financial planning field. Why trust your financial future to anything but the best?
Cory is a member of Christ United Methodist Church, the East Brainerd branch of Toastmasters International, and the American Institute of Certified Public Accountants. He is a volunteer with Volunteers in Medicine, Chattanooga, Inc (VIM).
Cory and David have worked in the non-commission financial advisory field for over 16 years combined. They are skilled in areas such as financial consulting, financial planning, tax planning, estate planning, risk management, operational management, alternative investments and real estate.
Integra Wealth871 McCallie Ave.Chattanooga, TN 37403Tel: (423) 664-0344Fax: (423) 752-2356
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