My husband and I became clients of Integris Wealth in 2000 following a search for a competent and objective advisor who would provide us with the financial planning to take us from parenting two young children through our retirement. We found what we were looking for in Integris plus a lot more! We found a team that can manage our investments without speaking a foreign language that neither my husband nor I could understand. We also found an organization whose primary focus is the best interest of its clients.
Throughout my career I have consistently chosen to work for organizations dedicated to providing total solutions to their customers, as I believe that the customer always comes first. Over the past 30 years these organizations have included companies in various business sectors. Directly prior to joining Integris, I held Vice President of Human Resources positions at a financial institution and at an international language interpretation and translation services company. As the Senior Human Resource professional in these organizations my responsibilities included the development of programs to ensure that the entire organization maintained its customer focus.
While I thought I had ended my working career to enter retirement in 2012, I couldn’t resist becoming a member of the Integris team in August 2013 to focus on client service and business operations.
Along with the other members of the Integris team, I am also a strong believer in community service. I have been a member of the Board of Directors of Goodwill Industries and the Girl Scouts of the Central Coast, and served as a gubernatorial appointee to the Governor’s Committee on Disability Issues and Employment.
On a personal note, my husband and I are proud of our two adult children, one of whom is an important member of the Integris team, and in my spare time I am a dedicated rose and vegetable gardener.
You can contact Fran at 831-333-1717
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