Promotion Announcement

Integris Wealth Management is pleased to announce promotions for Katherine Woolever, CFP®, and Liz Gibson. Katherine has been promoted from Paraplanner to Associate Advisor and Liz has been promoted from Investment Associate to Senior Investment Associate.

Since interning with Integris in 2017 and joining full-time in 2018, Katherine has been a Client Service Associate, Investment Associate, Paraplanner, and of course now an Associate Advisor. In her current role as Associate Advisor, Katherine works closely with our Advisors to help design and deliver custom investment and financial planning advice to our clients. Katherine’s incredible work ethic, competence, and cross-functional skillset are an invaluable asset to our entire team and our clients.

Liz joined Integris Wealth Management as an Investment Associate in 2023 after more than seven years of experience in the financial services industry. In her current role as Senior Investment Associate, Liz is responsible for portfolio monitoring, trading, accounting, and billing. Liz is known for being a team player, extremely dependable, and very scrutinizing and thorough in her work. These traits truly help our Investment Operations team bring our clients peace-of-mind when it comes to day-to-day trading details.

To learn more about Katherine and Liz, we invite you to view their biographies by clicking here: Team bios.

Congratulations Katherine and Liz on your well-deserved promotions!