Integris Welcomes New Team Member: Julie Roth

Julie 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 in 2013. Following her retirement, she chose to pursue a career in personal finance after earning her master’s degree in financial planning. Julie says that she has always been passionate about investing and when asked about what she enjoys most about her line of work, Julie said, “I enjoy breaking down complex concepts to help clients make informed decisions about their financial lives.”

When she’s not working at Integris, Julie enjoys quality time with her family, exploring tide pools, golfing at the many scenic local courses, and walking her dogs along the beautiful coastline.

When asked why she chose to work at Integris, Julie said, “What stands out to me about Integris is their genuine dedication to putting clients first. Their unwavering focus on values and integrity aligns closely with my own principles, making it a place where I believe I can contribute meaningfully and grow with purpose.”