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Willis A
CFP®, Series 63
Bellaire, MI
Integra Financial, Inc.
Willis Ashby is a CFP®-credentialed financial advisor with 27 years of industry experience. He has been with Integra Financial, Inc. since 1993. In addition to his advisory role, he serves as a trustee for kids’ accounts and is a partner in a family partnership cooperative. Integra Financial provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, small businesses, trusts, and plans. The firm employs a value-oriented investment philosophy combining fundamental and technical analysis and manages approximately $139 million in discretionary assets.
Alison A
CFP®, Series 65
Bellaire, MI
Integra Financial, Inc.
Alison Ashby is a CFP® with three years of experience in the financial services industry, currently serving as an advisor at Integra Financial, Inc. She has been with Integra Financial since 2022. Integra Financial provides discretionary investment management, financial planning, retirement-plan advisory, and consulting services to individuals, high-net-worth clients, small businesses, trusts, and plans. The firm employs a value-oriented investment philosophy combining fundamental and technical analysis and offers an Emerging Investor program for households with under $100,000 in investable assets.
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