Our Team

Tony Moeller

President

Tony Moeller

Tony Moeller

Tony graduated from Rockhurst University in 1984 with a BSBA majoring in accounting. Prior to graduating, he interned 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, to technology.  However, Tony is no longer licensed to practice.

In October of 1987, Tony began working as an investment advisor assisting individuals with their personal finances. In March of 2005, he founded the fee-only registered investment advisory firm Integrity Investment Advisors, LLC.

Tony combines his past accounting experience, with over 20 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.

Tony works closely with the client’s CPA, accountant and attorney so that all areas that may impact their financial security (i.e. taxes, estate planning) are addressed. In addition, he believes that this team approach benefits the client via independent, objective professionals combining their talents for the best interest of the client.

Tony is recognized as a Five Star Wealth Manager, Best in Client Satisfaction in the Kansas City metro area by independent research company, Crescendo Business Services. He believes in financial education and has facilitated Dave Ramsey’s Financial Peace University, a Pre-Marital Personal Finance Class, as well as a Tax-Planning session for pre-retirees.

Tony is a past Board Member and Finance Committee member for Mattie Rhodes. He’s volunteered for Kansas City Cares, worked on a Habitat for Humanity home and mentored junior and high school students about life issues through Youth Friends.

Debra Kunz, MBA, CSLP

Director of Strategic Life Planning

Debra Kunz

Debra Kunz, MBA, CSLP

Debra Kunz is the Director of Strategic Life Planning for Integrity Investment Advisors. She’s a speaker, author, facilitator and coach on strategic life planning, team dynamics, financial education and work environment topics.

Debra works with clients who are at a crossroads, or wondering “what’s next,” and feel like they are without direction or focus. She leads them through a strategic life planning process where they discover what they want, create a plan stay focused, guide them through implementation, and navigate the unexpected. She also works with businesses to improve team dynamics, resulting in more engaged employees, better productivity and increased revenue.

Her business experience spans eight industries over the last 17 years and includes entrepreneurial businesses to globally based conglomerate organizations. Debra understands organizational and life change because of extensive experience with mergers, acquisitions, cultural shifts and layoffs. Some of her functional responsibilities included marketing communications strategy and implementation, business development, organizational change, project management, facilitation, training development and delivery, and financial advisory services.

Debra has taught numerous education programs for organizations including Johnson County Community College, The Central Exchange, American Business Women’s Association, eWomen Network, Divorce Recovery Boot Camp, Living Empowered Workshop, Kansas City Saves and the American Club Association in addition to several private engagements. She is currently the Vice President of the American Club Association Board of Directors, Kansas City Director for the Human Capital Advisory Alliance, President of the American Business Women’s Association Kansas City Express Network Chapter, and an active member of the Central Exchange.

Debra is a Certified Strategic Life Planner (CSLP) in the Mindset Series® Life Planning Process, holds a MBA from Baker University, a BBA from Iowa State University, mastered “Seven Stages of Money Maturity” [and Life Planning] through the Kinder Institute of Life Planning, and is a graduate of the “Investment in Excellence” program through the Pacific Institute.

Toan Nguyen

Director of Operations and Technology

Toan Nguyen

Toan Nguyen

Toan joined IIA after working in the customer service and banking industry for several years. Toan has been with IIA since its inception in 2005. He oversees all technology and data management and procurement for IIA. Aside from overseeing day-to-day activities for IIA, he is in charge of the billing and reporting capacities of the firm. In addition, Toan also assists with research, compliance, marketing, and other aspects of IIA.

Toan graduated from Washburn University with a degree in Finance and Accounting. Currently, he is working towards his Certified Financial Planner designation, after which he plans to pursue his MBA. Toan currently holds a series 65 securities license.

Toan and his wife Katt volunteer their time at the Basset and Beagle Rescue of the Heartland. They are also active in their church. Toan is also one of the founders of The Mokan Bike Show, whose proceeds benefits the Ronald McDonald House Charities.

Sally Gradinjan

Client Relations Manager

Sally Gradinjan

Sally Gradinjan

Sally’s 20 year career experience blends client service, office management, bookkeeping and the financial industry. She manages the office, helps clients’ with questions and scheduling, and manages account records. Clients also know her as the friendly voice answering the phone.

Sally is originally from Wisconsin, lived in Arizona and settled in the Kansas City area in 1999. She’s worked in a food pantry, organized fundraisers for a medical clinic, and participated in a haunted house fundraiser for a local church.