Meet the Team
We are Integrative Wealth Management and we'll be your day-to-day contact for all matters related to your financial portfolio. Since we'll get to know you, we thought we'd let you know a bit about us as well.
Over 20 years of experience have shaped John's fervent belief in the power of data. His approach to portfolio management and advisory services is anchored in meticulous research, consistently earning him recognition as a “Forbes Best-in-State Wealth Advisor” from 2019 to 2024....
Over 20 years of experience have shaped John's fervent belief in the power of data. His approach to portfolio management and advisory services is anchored in meticulous research, consistently earning him recognition as a “Forbes Best-in-State Wealth Advisor” from 2019 to 2024. In addition to his PIM Portfolio Manager designation, he maintains his CERTIFIED FINANCIAL PLANNER™ certification, working closely with clients to help their investment plans reflect their personal goals.
Beyond the realm of finance, John's passions extend to the great outdoors - whether he's enjoying a round of golf, fishing or exploring the variety of beauty that Florida has to offer. Above all, treasured moments with family and friends hold a special place in his heart, underscoring the values that drive John both personally and professionally.
CA Insurance License 0M08851, Resident State Florida
Through her time as a competitive golfer, Chrissie networked with a group of financial professionals that would kick-start her passion for educating and empowering clients to realize their financial goals. She went on to earn her CERTIFIED FINANCIAL PLANNER™ certification...
Through her time as a competitive golfer, Chrissie networked with a group of financial professionals that would kick-start her passion for educating and empowering clients to realize their financial goals. She went on to earn her CERTIFIED FINANCIAL PLANNER™ certification, and maintains her PIM Portfolio Manager status. After 15 years of partnership, Chrissie and John Demers co-founded Integrative Wealth Management with a vision of providing quality, independent planning and advice.
Chrissie spends much of her time with her husband, former professional golfer Ty Capps, and their daughter. They can often be found at Plantation Bay Golf & Country Club or Hammock Dunes Club, where they are members. Chrissie also enjoys playing pickleball and attending her daughter's numerous activities and recitals.
Dan Waller, II, CRPC®
Senior Vice President, Financial Advisor
PIM Portfolio Manager
Dan Waller, II, CRPC®
Senior Vice President, Financial Advisor
PIM Portfolio Manager
Dan is a seasoned professional in Wealth Management with over 30 years of experience, specializing in Investment Management and Planning. With a strategic approach to managing his clients' financial portfolios, he integrates comprehensive planning techniques that address estate planning strategies, as well as the management of liabilities and assets. His investment strategies are tailored to meet individual client goals, with a focus on preserving, accumulating, and appreciating wealth through active and forward-thinking management.
In the realm of Wealth Management, Dan prioritizes understanding the unique financial situations of his clients, offering personalized advice and solutions. His expertise in Investment Management is characterized by a goal-oriented approach, where safeguarding his clients' assets and achieving growth are paramount. Dan's wealth planning services are holistic, ensuring that every aspect of his clients' financial lives is considered and aligned with their long-term objectives.
In 2024, Dan and his team made the decision to go independent and join Integrative Wealth Management in Ormond Beach, Florida. Prior to his tenure at IWM, Dan held positions as a Senior Vice President, Financial Advisor at Morgan Stanley as well as Merrill Lynch. Dan is actively involved in his community and lives in Port Orange, Florida with his wife Maria and their two sons, Trey & Quinn.
Wesley Hollan
Senior Vice President, Financial Advisor
PIM Portfolio Manager
Wesley Hollan
Senior Vice President, Financial Advisor
PIM Portfolio Manager
Wes Hollan is a Senior Vice President, Financial Advisor and Portfolio Manager for Integrative Wealth Management of Ormond Beach, FL. Wes is also a co-founder of The Carrera Group. 20 years of experience in financial services has shaped his investment philosophies and his understanding of individual client needs. Wes takes the time to learn each client's individual financial goals and tailors an investment strategy specific to those goals. Wes understands that a client relationship is more than just advising on an account. Wes prides himself on gaining a deep understanding of a client's total financial situation, from estate and legacy planning to working with clients on the debit side of their balance sheet. A vast knowledge of the products and services available in the financial world enables Wes to provide his clients with the tools they need to track their respective goals.
An honors graduate of the University of Kentucky with a Bachelor's Degree in Finance and Management, Wes grew up in Lexington, KY and is a faithful member of the Big Blue Nation. Wes's favorite hobbies are constantly learning more about the collector car world and spending valuable family time at the beach.
Wes and his wife, Heather, love being parents to their 2 sons, Heston and Owen. There is nothing better than being a dad to 2 wonderful sons and a husband to an amazing wife.
Mike Horn
Financial Consultant
As a Financial Management graduate from Clemson University, Mike is dedicated to learning from and assisting the team in creating a seamless experience for our clients. Through his experience as a financial analyst intern and para planning intern, he's learned how to distill the complexities of the market into productive data. We're excited to have Mike join our growing team as he builds his own investment planning career.
A Division 3 baseball recruit, Mike likes to stay active and enjoys a challenge. When he's not crunching numbers, he enjoys a wide variety of activities - whether learning a new tune on guitar, pushing himself with a rigorous strength training regiment or shark fishing.
Nancy Kusy
Senior Registered Client Associate
Nancy is a seasoned professional with over three decades of experience in the financial services industry. She enjoys fostering relationships with clients and understanding their needs. She takes great pride in her role and is dedicated to providing white-glove assistance to both her team and clients.
Most clients know Nancy as the first point of contact, their go-to person with an answer for most questions related to the firm's services. She plays a vital role on the team and one she owns with pride.
In her spare time, Nancy can be found spending time with her fiancé, Richard Cooper, their family and friends. They have three children, Alexander, Christopher, and Gabriella. Nancy considers her role as a parent her most significant achievement.
Robin Virden
Senior Registered Client Associate
Throughout Robin's career in financial services, Robin has utilized her compassion, attention to detail and dependable nature to ensure clients are provided the dedicated service they deserve. She approaches each client request or question with a positive attitude and conscientious manner.
Robin also greatly assists our financial advisors and plays a key role in preparing reports, processing documents, and handling administrative duties.
Before joining our team, Robin's career has been in financial services since graduating from college in 1989. Robin holds a bachelor's degree in Business Administration, with a concentration in Finance from the University of Mount Union.
Robin is originally from Alliance, Ohio and now lives in Scottsmoor, Florida with her three fur babies (two cats and a dog). When not in the office, Robin enjoys spending time with family and friends, as well as sewing and refinishing furniture..
Leslie Weigel
Client Associate
Originally from Kentucky, Leslie and her family moved to Florida in 2017. Leslie began her career in financial services as a banking associate. When offered the opportunity to join a wealth management team, Leslie jumped at the opportunity and has never looked back. She enjoys the complex and fast-paced world of wealth management, and takes real joy in helping clients.
When it comes to free time, Leslie spends it with family and friends enjoying outdoor activities. Leslie and her husband Brian, along with their two children, Hunter and Addison, are huge Western Kentucky Hilltopper enthusiasts.
Brian and Leslie serve on the board of Provision Packs, a nonprofit organization that provides non-perishable food to help supplement meals every weekend for school age children of low-income families.
