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Established 1997


Integris Deparment Photo

Amy Weinberg

Sr. Client Service Associate

Elizabeth Kevelin

Office Assistant

Giff Lehman, MBA

Retired Advisor, Partner

Heidi Bohn

Client Service Associate

Jenna Reynolds

Director of Operations

Jessica Cutler

Sr. Investment Associate

Kay Oh


Kevin Mahoney, CFP®, CIMA®

Advisor, COO, Partner

Liz Gibson

Investment Associate

Michelle Arroyo

Office Manager

Mike Leavy, CFA

Advisor, CIO, Partner

Tanya Stanberry

Client Service Associate

Founded for the right reason

See Our Story

Discover Our Solutions

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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