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Why We Work

Why We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After decades in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We are deeply  commited to our clients, their families and our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Rich Dutrisac

Wealth Advisor



Rich Dutrisac is a financial representative in the Orange County area. Rich has been helping families plan for their future since 1990, when he began his career with Merrill Lynch. Rich founded Integrated Capital Management in 1998. He...

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Lee C. Bashforth

Senior Vice President, Wealth Advisor


Creating Lifelong Relationships With Prudent Advice Two decades of experience Comprehensive financial planning and wealth management Personalized service and integrity I am a financial advisor with 20 years of experience in the...
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Jim Gilmore, CFP®

Wealth Advisor



As a CFP® Professional I've spent nearly two decades building and implementing financial strategies for individuals and their families. I value people first and work with transparencey, integrity and honesty, In partnership with...
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