Inside Integris
Inside Integris
Promotion Annoucement
Aug 2025Integris Wealth Management is pleased to announce that Adriana (Adri) Engelbrecht has been promoted from Office Assistant to Client Service Associate. Since joining Integris in March 2025, Adri has consistently demonstrated exceptional dedication and value to the team….
Inside Integris
Promotion Announcement
Jul 2025Integris Wealth Management is pleased to announce that Tanya Stanberry has been promoted from Client Service Associate to Sr. Client Service Associate. Tanya has consistently demonstrated leadership and initiative in her work since she joined Integris in 2022….
Inside Integris
Integris Welcomes New Team Member: Julie Roth
Jul 2025
Inside Integris
Promotion Announcement
May 2025
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
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Integris Welcomes New Team Members
Nov 2024
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Establishing the Integris Scholarship
Nov 2024
Inside Integris
2024 CSUMB Accounting Networking Event
Oct 2024
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Integris Appreciation Event Recap
Jul 2024
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Team Spotlight: Kevin Mahoney
Jul 2024
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Welcome Erik Larsen
Jul 2024
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Partnership Announcement
Jan 2024
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National Philanthropy Day 2023
Nov 2023
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Team Spotlight: Tanya Stanberry
Nov 2023
Inside Integris
2023 CSUMB Accounting Networking Event
Oct 2023
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Team Spotlight: Jessica Cutler
Jun 2023
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Integris Welcomes New Team Member: Liz Gibson
May 2023
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Promotion Announcement
Apr 2023
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Integris Wealth Makes WealthManagement.com’s RIA Edge 100 List
Apr 2023
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Team Spotlight: Michelle Arroyo
Nov 2022
Inside Integris
Celebrating National Philanthropy Day
Nov 2022
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Promotion Announcement
Oct 2022
Inside Integris
Celebrating 25 Years of Integris
Sep 2022
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Sharing Career Advice at CSUMB
Sep 2022
Inside Integris
Promotion Announcement
Sep 2022
Inside Integris
Integris Welcomes New Team Members
Jul 2022
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Follow Us on Social!
Jun 2022
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Team Spotlight: Alex Black
Jun 2022
Inside Integris
Integris Cheers on MBFC
May 2022
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Team Spotlight: Katherine Woolever
Mar 2022
Inside Integris
Integris Wealth Management Announces Partnership with Monterey Bay Football Club
Dec 2021
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Team Spotlight: Jenna Reynolds
Dec 2021
Inside Integris
