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Katherine Woolever Achieves the CFP® Certification

Integris Wealth Management is thrilled to announce that Katherine Woolever has obtained her CFP® certification. In her current role as Paraplanner, Katherine works closely with our Advisors in the preparation and analysis of financial plans for our clients….

Integris Welcomes New Team Members

Integris Wealth Management is delighted to have Cynthia Guerrero and Rebecca Ricks join us as the newest members of our team. Cynthia Guerrero joins us in the role of Paraplanner and will be working closely with our Advisors…

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