I am very excited to have joined the Integris Wealth Management team and I look forward to assisting our clients in their endeavor to reach their goals.
The summer between my junior and senior year of college I was eager to gain professional work experience as well as experience in my field of study and while searching for internship opportunities I stumbled upon an internship with Integris Wealth Management. This internship was my first time really learning what financial planning is and what careers within financial planning look like. Over the summer, I found it very rewarding to be a part of a firm that genuinely cared about helping its clients and so I could not have been more excited when the opportunity arose to return to Integris after graduating from the University of California, Santa Cruz with a B.A. in Business Management and Economics.
In my free time, I enjoy spending time outdoors. I love going to the beach, going on hikes, and playing with my dog.
You can contact Katherine at 831-333-1717 or firstname.lastname@example.org.
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