Tony Moeller, CPA

President and CEO

Tony is the President and Founder of Integrity Advisory, LLC.  As the lead advisor Tony is rooted in long-term relationships and providing a personalized approach to investing.   He combines his past accounting experience, with over 33 years as a registered investment advisor. His experience of working with individuals, business owners, retirees, and qualified retirement plans within a fee-only environment assures clients that investment recommendations and management of their funds is completely objective.

As a graduate of Rockhurst University in 1984 with a BSBA majoring in accounting, Tony began his career with Touch Ross & Co. (Deloitte Touche) in the tax department preparing individual, corporate and partnership tax returns. Upon graduation, he worked in the audit department of Arthur Young & Co. (Ernst & Young). There he obtained his CPA designation, while working on audits of local, regional and Fortune 500 companies in a range of industries from banking, manufacturing, and technology.  Before founding Integrity Advisory, LLC in 2005, Tony was an Investment Advisor for Sunflower Asset Management, where he developed leadership and skills in every aspect of the financial industry.  

Tony is recognized as a multi-year winner of the Five Star Wealth Manager Award, Best in Client Satisfaction in the Kansas City metro area by an independent research company, Crescendo Business Services. 

Tony and his wife Sandra, live in Overland Park, Kansas with their three kids, giving him plenty of activities to consume much of his extra time. Together, the family enjoys vacationing, involvement in Church, and community activities.

Matt Ahrens, CIMA®

Chief Investment Officer | Financial Advisor

Since joining the firm in 2015 as a financial advisor, Matt Ahrens, CIMA® has overseen the investment management and portfolio construction process. During this time, he earned the Certified Investment Management Analyst® designation which included an extensive class on portfolio design at the prestigious Wharton School of the University of Pennsylvania. In 2019, Matt was named Chief Investment Officer of the firm. Matt also uses his industry experience of 10+ years to help corporations design and manage their retirement plans, while providing ongoing education for their employees. Matt has been quoted in such publications as the Wall Street Journal, Barron’s, US News & World Report among others on investment and retirement strategies.

Originally from a farm in western Kansas, Matt recognized his passion for investing while studying accounting at Washburn University. Matt graduated from Washburn in 2006 with his BBA in Accounting. Upon graduation, Matt worked for Security Benefit in Topeka, KS.  While there, the firm moved Matt and his family to Chicago where Matt managed an eight-state territory as a Regional Vice President.  In this role, Matt consulted with investment advisors and their clients, and was regularly recognized for outstanding leadership and for providing his clients with best in class service.  

Since 2007 Matt has seen firsthand the importance of both having a financial plan and having the right advisor to oversee the execution of that plan.  Because of this Matt was excited to return home to Kansas City to join the team at Integrity Advisory. 

Matt and his wife Laura are the proud parents of Simon, Lucy and Theodore. When Matt is not busy playing with his kids, he is staying active in his Church, playing golf, or watching one of his favorite Kansas City sports teams.

Scott Schaeffer

Associate Financial Advisor

Prior to joining the firm in the fall of 2019, Scott spent a year as an intern for Integrity Advisory while attending Rockhurst University. Scott graduated Cum Laude from Rockhurst University with a B.S.B.A. in Corporate Accounting and Finance. While attending Rockhurst, Scott served as captain of the golf team, where he was twice a Cleveland/Srixon Golf All America Scholar.

As an Associate Advisor, Scott uses his keen observational and organizational skills to lead the team in running retirement projections and aid with portfolio and transaction reporting. In addition, Scott enhances Integrity’s daily operations by proactively seeking and accomplishing tasks to maximize the firm’s daily outputs. Scott is currently pursuing the CERTIFIED FINANCIAL PLANNER™ designation which will allow him to have extensive planning knowledge in estate, retirement, tax, education, and insurance.

Scott is an avid golfer who still enjoys staying competitively sharp by competing in USGA and local Kansas City amateur events but spends more of his time enjoying a relaxing round with friends and family. Scott is a lifelong “fanatic” of the St. Louis Cardinals, Blues and Kansas Jayhawks, spending many of his weeknights catching a game on the couch with his wife Sarah and their French bulldog puppy named Palmer.

 

Jill Green

Chief Operating Officer

As Chief Operating Officer, Jill manages daily operational activities, maximizing the efficient use of resources while focusing on the firm’s strategic vision to enhance and improve the client’s experience. 

Jill Green’s background spans more than 20 years in business management and coaching.  Prior to joining Integrity Advisory, Jill worked as a Business Coach with the Urban Entrepreneur Partnership (UEP), a Program of The Kauffman Foundation.  At the UEP, Jill worked one-on-one with entrepreneurs to educate and coach them to start, manage, and grow a profitable, sustainable business.  Jill has worked with businesses in all stages of development, assisting them with feasibility studies, marketing strategies, operations management, and strategic planning.  Jill was also co-owner of two national franchise restaurants where she directed marketing campaigns, led operations for special events and prepared and analyzed monthly income statements with annual revenues of approximately $4 million. 

Jill earned her bachelor’s degree in Business Administration from Rockhurst University in Kansas City, MO, graduating cum laude.  Jill has served in a volunteer capacity with the Rockhurst University Leadership Studies Advisory Board.  Jill enjoys watching her son play soccer, baking, and vacationing with her family at the beach.

Sandra Moeller

Director of Marketing

As Director of Marketing, Sandra's role is to help assist with all aspects of marketing for the firm.  Her responsibilities include marketing collateral, website development, planning events such as special client get-togethers, and developing overall strategies for marketing.  She is happy to be part of a growing and dynamic team.  

Sandra served 11 years as Development Director with the KU Endowment Association. 

Sandra has an undergraduate degree from McPherson College and Masters from the University of Kansas.  She is passionate about her role as a mother and business partner, as well as her involvement in church. Whenever possible, she loves to travel with the family, cook, garden and volunteer. 

 

Michelle Lucero

Client Service Specialist

As Client Service Specialist, Michelle Lucero handles multiple tasks including coordinating and executing all client service activities, handling client questions, scheduling, account management and maintaining CRM system.   She is the first friendly face you will see when you come in to visit us.

Michelle has 20 years of experience in the financial industry that includes accounting, client service, and operations management.  Prior to joining the Integrity Advisory team, Michelle worked 19 years for State Street initially as a fund accountant and eventually worked her way to Officer of the Derivatives Processing team.  During her time at State Street, she achieved many accomplishments for teamwork and client service. 

Michelle graduated from University of Missouri – Kansas City in 1995 with a Bachelor of Liberal Arts. Michelle loves to volunteer and has been involved in events for the City Union Mission, Harvesters, and the Humane Society.  In her spare time, she loves to spend time with her family and two dogs.

Join Our Team 

Integrity Advisory is a well-established financial advisory and wealth management firm that is expanding.  We offer a great team environment, a reputation for excellence, established clients and excellent growth potential to help you reach your personal and career goals. 

Our employees are as important as our clients and we work to provide both with a great atmosphere and learning environment.  We value our employees and take pride in recognizing their outstanding talents and efforts.  We are committed to the delivery of quality services based on a foundation of honesty, integrity and ethical treatment. 

Open positions

If you are interested, please email your resume to jgreen@integrity-advisory.com.