Inside Integris
Inside Integris
Integris Welcomes New Team Member: Julie Roth
Jul 2025Julie joins us as an Advisor. She will be responsible for delivering custom investment and financial planning advice to our clients. Julie spent 20 years of service in the U.S. Air Force and retired as a lieutenant colonel…
Inside Integris
Promotion Announcement
May 2025Integris 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…
Inside Integris
Integris Opens Salinas Office
May 2025
Inside Integris
Mike Leavy Achieves the Certified Exit Planning Advisor Certification
Apr 2025
Inside Integris
Team Spotlight: Mike Leavy
Apr 2025
Inside Integris
Katherine Woolever Achieves the CFP® Certification
Feb 2025
Inside Integris
Integris Welcomes New Team Members
Nov 2024
Inside Integris
Establishing the Integris Scholarship
Nov 2024
Inside Integris
2024 CSUMB Accounting Networking Event
Oct 2024
Inside Integris
Integris Appreciation Event Recap
Jul 2024
Inside Integris
Team Spotlight: Kevin Mahoney
Jul 2024
Inside Integris
Welcome Erik Larsen
Jul 2024
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Partnership Announcement
Jan 2024
Inside Integris
National Philanthropy Day 2023
Nov 2023
Inside Integris
Team Spotlight: Tanya Stanberry
Nov 2023
Inside Integris
2023 CSUMB Accounting Networking Event
Oct 2023
Inside Integris
Team Spotlight: Jessica Cutler
Jun 2023
Inside Integris
Integris Welcomes New Team Member: Liz Gibson
May 2023
Inside Integris
Promotion Announcement
Apr 2023
Inside Integris
Integris Wealth Makes WealthManagement.com’s RIA Edge 100 List
Apr 2023
Inside Integris
Team Spotlight: Michelle Arroyo
Nov 2022
Inside Integris
Celebrating National Philanthropy Day
Nov 2022
Inside Integris
Promotion Announcement
Oct 2022
Inside Integris
Celebrating 25 Years of Integris
Sep 2022
Inside Integris
Sharing Career Advice at CSUMB
Sep 2022
Inside Integris
Promotion Announcement
Sep 2022
Inside Integris
Integris Welcomes New Team Members
Jul 2022
Inside Integris
Follow Us on Social!
Jun 2022
Inside Integris
Team Spotlight: Alex Black
Jun 2022
Inside Integris
Integris Cheers on MBFC
May 2022
Inside Integris
Team Spotlight: Katherine Woolever
Mar 2022
Inside Integris
Integris Wealth Management Announces Partnership with Monterey Bay Football Club
Dec 2021
Inside Integris
Team Spotlight: Jenna Reynolds
Dec 2021
Inside Integris
