Meet the Team
DIANE DUBOIS
PRESIDENT
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
Insurance Producer -Life, Health, Variable Products
Securities: Series 6, 63
Diane began her career with Sun Financial Group after graduating from the University of New Hampshire in 1985. Her focus early in her career was on risk management -life, health, disability, long term care insurance and annuities.
In 1993, Diane co-founded Martel Dorow, Inc., an independent fee-only registered investment advisory firm located in Portsmouth, NH. With her partner, they adopted a philosophy of providing more services to fewer clients, managing both personal and qualified plan assets for high net worth families, professionals and business owners for more than 20 years. When her partner retired, Diane formed Integrated Wealth Management, LLC. to continue her mission to provide well thought-out comprehensive wealth management.
Diane has utilized Charles Schwab Advisor Services since 1993 as her primary custodian of client account assets. This relationship has provided the extensive support and research capabilities necessary to run a successful independent advisory firm.
Diane has been a past board member of Portsmouth Little League, Seacoast Mental Health, SeaCare Health Services, PHS Baseball, Celebration Graduation and PHS Football. Diane is passionate about her family and enjoys golfing, cooking, decorating, painting and RV’ing
Diane resides in downtown Portsmouth, NH with her husband, Gary.
Contact Diane:
GARY DUBOIS
PATRICK AGRODNIA
PATRICK AGRODNIA
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 been an active member of the Seacoast community helping out with PHS Celebration Graduation, Football & Baseball Boosters and fundraising for various non-profit organizations.
Gary shares Diane’s passion for their family and enjoys golf, bike riding, fishing, eating, and RV’ing.
Gary resides in downtown Portsmouth NH with his wife, Diane.
Contact Gary:
PATRICK AGRODNIA
PATRICK AGRODNIA
PATRICK AGRODNIA
EXECUTIVE ASSISTANT
Patrick joined Integrated Wealth Management, LLC in 2025 as our Executive Assistant. He supports our leadership team with operational and administrative functions including CRM management, client reporting, email coordination, and firmwide accounting.
Patrick brings a diverse professional background in arts management, marketing, and design. In addition to his role with our firm, he provides marketing and branding services for several organizations on a contract basis. He is also completing coursework through Kaplan Financial Education in preparation for the Series 65 Licensing Exam.
Patrick has trained with Gary and Diane in preparation to interface directly with clients. As part of this process, he has also completed coursework and training with several of our key software vendors and our primary custodian, Charles Schwab & Co., Inc., to ensure he is well prepared to support client needs and firm operations.
Patrick resides in Portsmouth, NH with his husband, Matthew, and their cat, Miss Lady.
Contact Patrick:
patrick@integratedwealthmgmt.com
MEGAN BRUNELLE
MATTHEW AGRODNIA
MATTHEW AGRODNIA
ADMINISTRATIVE AND FINANCIAL PLANNING CONSULTANT
Megan has been working with Integrated Wealth Management, LLC as a Financial Planning and Administrative Assistant on a consulting basis for several years.
In this role, Megan assists Advisor Diane DuBois and Administrator Gary DuBois with a variety of client-related and administrative activities. She works closely with clients in maintaining and updating information within the eMoney Advisor financial planning software and helps support the ongoing management of financial planning data.
Megan holds both a B.S. in Business Administration and an MBA from the University of New Hampshire. In her full-time role, she serves as Director of University and Special Events at the University of New Hampshire, where she coordinates logistics for major university events. Her work with Integrated Wealth Management, LLC is on a contracted, part-time basis.
Contact Megan:
MATTHEW AGRODNIA
MATTHEW AGRODNIA
MATTHEW AGRODNIA
OPERATIONS & FINANCIAL PLANNING CONSULTANT
Matthew is a University of New Hampshire graduate with a B.S. in Business Administration and Hospitality Management. His early career focused on sales & marketing and revenue operations. He worked in the residential energy industry for 8 years, beginning in sales and operations at a small business local to Portsmouth, NH that sold risk management products and services.
Matt began specializing in revenue operations and strategy in 2022 for Dandelion Energy, a geothermal energy startup spun off of Google’s moonshot division, Google X. He was awarded a company values honor for innovation in 2023 and assisted in multiple technology and business strategy shifts. In 2024, he continued his revenue operations career with a focus in sales and marketing technologies for a payment processing company based out of Waltham, MA.
In December 2025, Matt began his work with Integrated Wealth Management and enrolled in Boston University’s Center for Professional Education to pursue his CFP® certification, where he’s anticipated to finish his coursework in 2026.
Matt has volunteered as an alumni advisor at the Peter T. Paul College of Business at UNH, supporting incoming freshmen classes and providing mentorship for students. He has a strong hobby for theater; Matt has stage managed plays and musicals at multiple theaters in New England but otherwise frequently enjoys supporting productions from the audience. In his free time, Matt enjoys kickboxing, hiking, and traveling.
Matt resides in Portsmouth, NH with his husband, Patrick, and their cat, Miss Lady.
Contact Matthew: