Each member of the Integrity Partners team has special knowledge of various aspects of the investment management or tax planning process. We are committed to recognizing all our clients as individuals and treating them with the utmost respect. We know the most important part of our business is the trust our clients place in our ability to serve their needs.
William Ruiz, EA, MBA, AIF®
Bill often says that the best part of his job is talking to clients. He enjoys hearing about their recent travels, receiving updates about their families, or hearing about their dreams and plans for their growing businesses. He enjoys guiding individuals and small businesses with their investment and tax planning. Bill believes that his primary role is to help clients achieve their goals through a disciplined, common-sense approach.
Bill enjoys a good spy novel, and to say he loves baseball would be an understatement. He and his wife Norma are the proud parents of two daughters. They enjoy traveling and look forward to exploring new places every year.
Bill earned his BA in History and his MBA in Accounting from Temple University. He has passed the required examinations to represent clients with IRS tax issues. Bill has been awarded the AIF® Designation from the center of Fiduciary Studies™ which signifies specialized knowledge of fiduciary responsibility.
Rachel Ruiz-Greiser, AFSP
While studying Environmental Science, Rachel worked part-time for Bill and John, gaining experience in bookkeeping and tax preparation. After working several years in real estate, Rachel joined Integrity Partners full-time. In addition to preparing the tax returns for many of our clients, Rachel is responsible for reporting and maintaining the payroll accounts for small business clients. She is currently studying for her EA designation, so she will be able to represent clients with tax issues before the IRS.
She and her husband share their home with three cats.
Nash holds degrees in Mechanical and Electrical Engineering. His logical thinking and meticulous attention to detail have proved indispensable to his tax preparation and accounting work for more than ten years. Nash also provides his tax clients assistance with payroll processing and notary services.
Before Nash joined Integrity Partners, he ran a successful photo business in the North Penn area for over twenty years. He and his wife, Alaka, have two grown children and have lived in the Lansdale area for many years.