Integris Wealth Management is pleased to announce that Ken Cranstone has been promoted from Associate Advisor to Advisor.
Ken has consistently demonstrated a strong aptitude for analytical thinking, cares deeply for our clients, and has shown a high level of collaborative focus since joining Integris in 2019. Ken has over 9 years of experience in financial services, has been a CERTIFIED FINANCIAL PLANNERTM certificant since 2018, and transitioned to his new role effective October 1st.
As an advisor, Ken is responsible for servicing client relationships as well as formulating and implementing advice across a wide range of financial planning topics, including investment and retirement planning, cash flow analysis, estate planning, insurance planning, and tax planning. In addition to assisting clients with their financial well-being, Ken will help provide leadership, coaching, and training to Associate Advisors and Paraplanners.
Please join us in congratulating Ken Cranstone on his well-deserved promotion!