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Integris has moved to 435 Washington St. Ste. A, Monterey, CA.

Integris is open, however if you are not vaccinated, please wear a mask and notify us so that we can do the same.


Alex Black, CFP®

Associate Advisor

Amy Weinberg

Operations Associate

Giff Lehman, MBA

Retired Advisor, Partner

Jenna Reynolds

Investment Operations Manager

Jessica Cutler

Investment Associate

Katherine Woolever

Investment Associate

Kay Oh


Ken Cranstone, CFP®

Associate Advisor

Kevin Mahoney, CFP®

Advisor, COO, Partner

Mike Leavy, CFA

Advisor, CIO, Partner

Will Perkins

Operations Associate
Office Assistant

Founded for the right reason

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Whether you are a new investor looking for discerning guidance or you are a seasoned investor looking for a strategic partner, it would be our honor to work with you.

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