Larry Dozier, Mba, Atfa

Larry Dozier, Mba, Atfa Email and Phone Number

Vice President and Senior Trust Officer @ Integrity Wealth Advisors
Colorado Springs, CO, US
Larry Dozier, Mba, Atfa's Location
Colorado Springs, Colorado, United States, United States
About Larry Dozier, Mba, Atfa

I am a trust officer at Integrity Wealth Advisors and have been serving families and businesses around the country for the past 17 years. Prior to joining Integrity, I spent 20 years in the Air Force working in many locations around the globe. My last assignment was working with cadets at the Air Force Academy. I help families invest! Part of that includes reducing debt, managing their cash flow, and helping prepare a well drafted estate plan. Our firm serves as custodians for Self Directed IRA's which allows clients to hold real estate, promissory notes, gold, silver and other alternative investments in their IRA's.I have my MBA and ATFA (Accredited Trust Financial Advisor) from Campbell University. Areas of concern that I always like to discuss are: long-term care insurance, retirement accounts, college education funding, managed accounts, and most importantly to listen to what is important to the client! Not only am I passionate about the financial industry, I am passionate about the causes and institutions close to my heart. I am the Chairman of the Board for Mt Carmel Veterans Service Center, with a mission of providing best practices for our military veterans, and their families through accessible programs and integrated resources. I enjoy spending time with my Sara and we have two kids Megan and Cody, I have been blessed with 2 grandsons who are always full of energy.I enjoy boating, golfing, and camping when not at work.

Larry Dozier, Mba, Atfa's Current Company Details
Integrity Wealth Advisors

Integrity Wealth Advisors

View
Vice President and Senior Trust Officer
Colorado Springs, CO, US
Employees:
13
Larry Dozier, Mba, Atfa Work Experience Details
  • Integrity Wealth Advisors
    Vice President And Senior Trust Officer
    Integrity Wealth Advisors
    Colorado Springs, Co, Us
  • Integrity Wealth Advisors
    Vice President & Senior Trust Officer
    Integrity Wealth Advisors Aug 2005 - Present
    Colorado Springs, Colorado, United States
  • United States Air Force
    Retired
    United States Air Force Jul 1985 - Jul 2005
    Peterson Afb, Co

Larry Dozier, Mba, Atfa Education Details

Frequently Asked Questions about Larry Dozier, Mba, Atfa

What company does Larry Dozier, Mba, Atfa work for?

Larry Dozier, Mba, Atfa works for Integrity Wealth Advisors

What is Larry Dozier, Mba, Atfa's role at the current company?

Larry Dozier, Mba, Atfa's current role is Vice President and Senior Trust Officer.

What schools did Larry Dozier, Mba, Atfa attend?

Larry Dozier, Mba, Atfa attended Campbell University, American Bankers Association, University Of Phoenix, American Bankers Association, Colorado Christian University, South View High School.

Who are Larry Dozier, Mba, Atfa's colleagues?

Larry Dozier, Mba, Atfa's colleagues are Derek Valdez, Anna Fry, Cfp®, Jason Akridge, Cfp®, Cws®, Jeff Gott, Mba, Cfp® Professional.

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