Diane DuBois, QPFC

President

Diane has been in the financial services industry since 1985. She began her career with Sun Financial Group after graduating from the University of New Hampshire.  Diane’s early focus was on risk management products pertaining to estate planning strategies, pension maximization, and long term disability income planning for business owners and medical practitioners.

In 1993, Diane co-founded Martel Dorow, Inc., an independent fee-only registered investment advisory firm located in Portsmouth, NH and began her career in fee-based wealth management. Martel Dorow developed a comprehensive “do more for less clients” approach to managing both personal and qualified plan assets for high net worth families, professionals and business owners for more than 20 years.  With the retirement of her partner Ron Martel in 2016, Diane formed Integrated Wealth Management, LLC.

Although Diane is independent and manages assets at multiple custodians, she has utilized Charles Schwab Advisor Services since 1993 as her primary custodian of client account assets.  This relationship has added support and research capabilities necessary to run a successful independent advisory firm.

Throughout her career, Diane has continued her education.  She maintains her insurance producer licensing, and Qualified Plan Financial Consulting credentials with the National Association of Plan Advisors, holds Series 6 and 63 securities licenses and is currently enrolled in the College for Financial Planning (Chartered Retirement Planning CounselorSM ) curriculum, to be completed in 2017.

Diane has always been a very active community member, serving on many boards including: Portsmouth Little League, Seacoast Mental Health, SeaCare Health Services, PHS Baseball, Celebration Graduation and PHS Football. Her passion for the performing arts and local performers led her to co-found Patrick Dorow Productions (PDP), with her son, Patrick, and husband, Gary.  PDP has since become a nonprofit professional musical theatre production and performing arts education company serving the greater Seacoast NH and Southern Maine Areas.

Diane resides in downtown Portsmouth, NH with Gary.

Experience

Providing investment advice for more than 30 years

University of New Hampshire, B.A. 1985

Continuing Education:

The American College for Financial Services

College for Financial Planning

National Association of Insurance and Financial Advisors

National Association of Plan Advisors

Designations:

(QPFC) Qualified Plan Financial Consultant

Insurance Producer -Life, Health, Variable Products

Securities: Series 6, 63

 

Gary DuBois

Vice President-Operations

Gary joined Integrated Wealth Management, LLC in 2017.  He is responsible for the management of administrative duties, interfacing with clients, coordination with account custodians, processing new accounts, and other duties related to the day-to-day operations of the office and business finances.

Gary is a retired Air Force Chief Master Sergeant having served over 28 years. He received extensive management training during his career and obtained a BA degree in Management from Johnson and Wales University in 1980.

Gary has also been a very active member of the Seacoast community helping out with PHS Celebration Graduation, Football & Baseball Boosters and fundraising for various non-profit organizations. Gary is a co-founder of Patrick Dorow Productions, a local non-profit musical theatre and performing arts education organization. He enjoys golf, bike riding, spending time at the Florida house and enjoying his melded family. He resides in downtown Portsmouth with Diane.

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