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Integris has moved to 435 Washington St. Ste. A, Monterey, CA, and is open by appointment.


Alex Black, CFP®

Associate Advisor

Amy Weinberg

Operations Associate

Giff Lehman, MBA

Retired Advisor, Partner

Jenna Reynolds

Senior Investment Associate

Jessica Cutler

Investment Associate

Katherine Woolever

Investment Associate

Kay Oh


Ken Cranstone, CFP®

Associate Advisor

Kevin Mahoney, CFP®

Advisor, COO, Partner

Kyle Wilhelm

Operations Manager

Mike Leavy, CFA

Advisor, CIO, Partner

Will Perkins

Operations Associate
Office Assistant

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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