In my search for a local investment management firm with a strong reputation in the community, it was important to me to find an employer that shared my values of integrity, compassion, and conscientiousness when taking care of the needs of other people. I chose Integris because I found that their focus on the best interest of the client was not only a top priority, but they also provided advice under a business model that eliminated conflicts of interest. They were passionate about delivering objective solutions with one singular purpose – to help fulfill clients’ goals.
Prior to Integris, I worked in the investment industry for four years providing affluent individual and institutional investors with portfolio solutions to achieve their investment goals. In my most recent role, I worked for Vanguard as a consultant to institutional advisory firms across Northern California and Idaho. My clients aggregated approximately $75B in assets under management and represented some of the largest firms on the West Coast from broker dealers including Merrill Lynch, UBS, Morgan Stanley, and Wells Fargo.
Like my colleagues, I believe it is a privilege to have the time and ability to serve the community. I am an Advanced Tax Preparer for United Way’s Volunteer Income Tax Assistance program and am also a sustaining member of Women in ETFs - San Francisco. I received a B.A. in Global Economics from the University of California, Santa Cruz, held both the Series 7 and Series 63 security certifications, and am currently pursuing my Certified Financial Planner (CFP®) designation.
During my free time, you’ll often find me exploring new restaurants and attending local music ensembles with my husband, or hiking Garland ranch with our golden retriever.
You can contact Kay at 831-333-1717 or firstname.lastname@example.org.
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