Monterey, CA Office

Kay Oh is a financial advisor with Integris Wealth Management, LLC in Monterey, CA. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Integris in 2019, Kay worked at THE Vanguard Group, Inc. from 2013 to 2017. Integris Wealth Management is a fee-only, fiduciary, SEC-registered advisory firm serving individuals, families, trusts, pension and profit-sharing plans, and various entities. The firm uses a long-term, model-driven investment approach centered on Modern Portfolio Theory, employing mostly passive mutual funds and ETFs to provide diversified, tax-efficient portfolios and comprehensive financial planning services.

Jessica Cutler is a financial advisor at Integris Wealth Management, LLC in Monterey, CA, holding a Series 65 credential with one year of industry experience. Her prior work includes roles at Pedrazzi Farms, LLC, Pacific Engineering Group, Inc., and Ventana Vineyards, LLC. Integris Wealth Management is a fee-only, fiduciary, SEC-registered advisory firm serving individuals, families, trusts, pension and profit-sharing plans, and various entities. The firm employs a long-term, model-driven investment approach based on Modern Portfolio Theory, using primarily passive mutual funds and ETFs to provide diversified, tax-efficient portfolios with disciplined rebalancing.

Katherine Woolever is a CFP® with six years of industry experience, currently serving at Integris Wealth Management, LLC since 2018. Prior to that, she worked at Crissman & Associates for one year. Integris Wealth Management serves individuals, families, trusts, pension and profit-sharing plans, and both for-profit and not-for-profit corporations, providing investment management and comprehensive financial planning. The firm employs a long-term, diversification-oriented investment approach using primarily passive mutual funds and ETFs, and manages roughly $812 million across about 344 client relationships.

Kevin Mahoney is a CFP® professional with 21 years of industry experience, currently serving at Integris Wealth Management, LLC since 2009. He holds Series 63 and Series 65 licenses and is based in Monterey, CA. Integris Wealth Management is a fee-only, fiduciary, SEC-registered advisory firm serving individuals, families, trusts, pension and profit-sharing plans, and various entities. The firm employs a long-term, model-driven investment approach focused on strategic asset allocation using primarily passive funds, offering comprehensive financial planning and regular performance reporting.

Jenna Reynolds is a financial advisor at Integris Wealth Management, LLC in Monterey, CA, holding a Series 65 credential with 10 years of industry experience. She previously worked at Philip Benson Financial Services before joining Integris Wealth Management in 2018. Integris Wealth Management is a fee-only, fiduciary, SEC-registered advisory firm serving individuals, families, trusts, pension and profit-sharing plans, and various entities. The firm employs a long-term, model-driven investment approach using Modern Portfolio Theory, primarily with passive mutual funds and ETFs, and provides comprehensive financial planning and regular performance reporting.

James Gerber is a financial advisor at Integris Wealth Management, LLC in Monterey, CA, with 1 year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at several firms including Golden State Wealth Management, Crossroads Wealth Advisors, and LPL Financial LLC. Integris Wealth Management serves individuals, families, trusts, pension and profit-sharing plans, and various corporations by providing investment management and comprehensive financial planning. The firm employs a long-term, diversification-oriented investment approach using primarily passive mutual funds and ETFs, and manages about $812 million across roughly 344 client relationships.

Alexander Black is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Integris Wealth Management, LLC since 2017. Prior to joining Integris, he worked at Moss Adams Wealth Advisors LLC for five years. Outside of his advisory role, he is a passive owner of a rental real estate business. Integris Wealth Management is a fee-only, fiduciary, SEC-registered advisory firm that serves individuals, families, trusts, pension and profit-sharing plans, and both for-profit and not-for-profit entities. The firm employs a long-term, model-driven investment approach focused on strategic asset allocation using primarily passive mutual funds and ETFs to achieve diversification and tax efficiency.

Robert Hood is a financial advisor at Integris Wealth Management, LLC in Monterey, CA, holding a Series 65 designation. He has experience spanning roles in education and hospitality prior to joining Integris in 2025. Integris Wealth Management is a fee-only, fiduciary, SEC-registered advisory firm serving individuals, families, trusts, pension and profit-sharing plans, and various entities. The firm uses a long-term, model-driven investment approach focused on strategic asset allocation with primarily passive mutual funds and ETFs, providing customized financial planning and regular performance reporting.

Julie Roth is a CFP® and holds a Series 65 license with seven years of industry experience. She is currently with Integris Wealth Management, LLC, joining the firm in 2025 after prior roles at Creative Planning, LLC and Monterey Private Wealth, Inc. Roth serves as the Investment Committee Chair for the Community Foundation for Monterey County. Integris Wealth Management is a fee-only, fiduciary, SEC-registered advisory firm serving individuals, families, trusts, pension and profit-sharing plans, and both for-profit and not-for-profit entities. The firm employs a long-term, model-driven investment approach primarily using passive mutual funds and ETFs to achieve diversification, tax efficiency, and disciplined rebalancing.

Alex Kiley is a financial advisor with Integris Wealth Management, LLC in Monterey, CA. He holds a Series 65 designation and has one year of industry experience, including prior roles at the Pebble Beach Company and California Polytechnic State University, San Luis Obispo. Integris Wealth Management serves individuals, families, trusts, pension and profit-sharing plans, and corporations by providing investment management and comprehensive financial planning. The firm employs a long-term, diversification-oriented investment approach using primarily passive mutual funds and ETFs, with an emphasis on disciplined rebalancing and tax-aware implementation.

Michael Leavy is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with Integris Wealth Management, LLC since 2004. Outside of his advisory role, he serves as director and treasurer for Harmony at Home, a nonprofit organization providing social services, where he also manages the organization’s endowment. Integris Wealth Management is a fee-only, fiduciary advisory firm serving individuals, families, trusts, pension plans, and nonprofit entities. The firm employs a long-term, model-driven investment approach focused on strategic asset allocation and broad diversification using mostly passive funds.