Karen Elise, formerly a Principal of On Course Financial Group, LLC founded Portland Integritas Advisors in 2012. Since 2003, Karen Elise has been planning and managing the financial affairs of individuals and families to help them achieve their goals.
Karen Elise has been a part of the financial services industry since 1984. Work experience before becoming a fee-only advisor in 2003 included practicing as a public accountant for both an international accounting firm (Coopers & Lybrand LLP) and a large regional CPA firm in Portland, Maine. Karen Elise's financial services industry experience also includes eleven years in the property/casualty insurance business working for a number of Fortune 500 companies in New York and Maine.
Karen Elise holds a Certificate in Financial Planning from Merrimack College and is a Summa Cum Laude graduate of the University of Southern Maine with a Bachelors of Science Degree in Accounting. Karen Elise is a Maine-licensed investment adviser representative in the State of Maine. She earned the right to call herself a CFP® practitioner from the CFP Board of Standards in 2003. Karen Elise is a member of the National Association of Personal Financial Advisors (NAPFA), and the American Institute of Certified Public Accountants (AICPA).
You can email Karen at:
Alex is a Financial Planning Associate at Portland Integritas Advisors, LLC.
A graduate of the University of Southern Maine, Alex earned a Bachelor of Science Degree in Finance as of May 2018. A native of Massachusetts and devoted athelete, Alex enjoyed being a student-athlete on the University of Southern Maine Ice Hockey Team where he served as Team Captain for three years.
Alex's work-related experience has included a management role in a small business as well as co-owning and operating a small painting business for two years.
Alex is a Maine-licensed investment adviser representative in the State of Maine. He is pursuing certification as a financial planner through the CFP® professional program through the College for Financial Planning, is an Associate Member of the National Association of Personal Financial Advisors (NAPFA) and a CFP® Certificant Student member of the Financial Planning Association (FPA).
You can email Alex at: