Team Member Level: Partners

More Than a Business

Get a taste of the Integrity life and discover the people who are making it great.

September 7, 2022

Tegrey Moot

Tegrey Moot is Chief Sales Officer of Heartland Financial Group and a Managing Director at Integrity. Tegrey started in the insurance industry when he was 19 years old. He spent 14 years working for an IMO in Arizona, primarily building relationships with agents and insurance carriers across the country. Tegrey joined Heartland Financial Group in..

Bill Cole

Bill Cole is Chief Operations Officer of Heartland Financial Group and a Managing Director at Integrity. Bill began his career in 2000 as a software engineer with one of the largest audio manufacturing companies in the world. He developed custom productions and tested software to streamline and ensure quality. Bill later joined a software company..

Todd Hill

Todd Hill is President and CEO of Heartland Financial Group and a Managing Director at Integrity. Todd began his professional career in 1995 as a stockbroker at a large investment firm, where he eventually became Vice President of Investments. In 2006, Todd transitioned his career into insurance, focusing on the senior market. Todd joined Heartland..

August 30, 2022

Tony Arruda

Anthony “Tony” Arruda is the Founder and CEO of Senior Planning Center and a Partner at Integrity. Tony received an associate degree in business from Burdett College in Boston, Massachusetts. He also served in the Coast Guard Reserves. Tony was born of first-generation Portuguese immigrants who settled in the Boston area. He learned his hard..

August 23, 2022

Rob Williams

Rob Williams is President and Founder of Senior Resource Services and a Managing Partner at Integrity. Rob began his career in the insurance industry in 1999, with a passion for protecting client assets from the challenging effects of long-term care. As he became a specialist in that field, Rob’s focus began to expand into Medicare..

August 16, 2022

Bruce Mesner

Bruce Mesner is President of American Business and a Managing Partner at Integrity. Bruce specializes in designing and deploying sophisticated, highly customized insurance solutions and gifting strategies for high-net-worth individuals, privately held businesses, professional athletes and entertainers. He also creates and nurtures strong relationships with RIA, CPA, and property and casualty firms throughout the U.S.,..

Alan Grad

Alan Grad is Chairman and CEO of American Business and a Managing Partner at Integrity. Alan has worked in the life insurance industry since the day after he graduated from the Wharton School of the University of Pennsylvania. He has been a partner and then CEO of American Business for more than 35 years. Alan’s 94-year-old..

August 9, 2022

Rob Richman

Rob Richman is the President of Richman Insurance Agency and a Managing Partner at Integrity. Rob earned his BA from The Ohio State University in 2008 and pursued an MBA from John Carroll University in 2010. His extensive knowledge in mortgage protection led him to run and oversee agencies for over ten years before building his..

August 3, 2022

Robert Hudson

Robert Hudson is the Founder and Chairman of Gladstone Wealth Partners and a Managing Partner at Integrity. Robert founded Gladstone Wealth Partners, a wealth management enterprise, to help individuals and businesses in all aspects of their financial lives and to serve as a home for financial advisors to do the same for their clients. Robert’s..

Richard Frick

Richard Frick is the CEO of Gladstone Wealth Partners and a Managing Partner at Integrity. Richard’s broad and extensive background has set the foundation for him to successfully lead and innovate. Prior to joining Gladstone, he worked at a multinational investment management and financial services company in various leadership roles, including regional manager for Private..

July 27, 2022

Ron Shurts

Ron Shurts is the Co-Founder and CEO of Annexus and a Managing Partner at Integrity. Ron hails from a small town in Nebraska and started his career selling life insurance to individuals and farmers. He quickly became curious about what else he could do to build a bigger and better business. In 1992, Ron started..

July 20, 2022

Patrick Bet-David

Patrick Bet-David is Founder and CEO of PHP Agency and a Managing Partner at Integrity. A political refugee at the tender age of 10, Patrick fled Iran with his parents and eventually settled in the U.S. After serving in the U.S. Army, he began his career in the insurance and financial industry. After a few..