OUR TEAM
Meet the experts behind our company
Willis Ashby, CFP®
Founder And President
Financial Advisor
Willis Ashby is a financial planner as well as the Founder and President of Integra Financial. He is responsible for the firm's ongoing operation and strategic direction. Willis started the company in 1992 to provide services that matched his clients' current situations and to help them work towards achieving long term financial security for themselves and their families. He is particularly proud of being a fiduciary advisor, putting his clients' needs ahead of his own. He is also a long-term member of the National Association of Insurance and Financial Advisors (NAIFA) and the Financial Planning Association. Willis started his career in 1977 and received his CFP in 1989. Willis has been featured in Forbes Magazine, 5280 Magazine, and ColoradoBiz Magazine, and he was awarded Five Star Wealth Manager status for Denver every year since 2011 by the Five Star Professional consumer research organization.
⚠️ Fraud Alert:
We’ve been informed of a scam involving individuals impersonating
Willis via WhatsApp and other messaging platforms. While Willis may connect with current clients on social media, he will
never initiate financial conversations, request personal information, or offer investments through WhatsApp, text, or social media.
If you receive any suspicious messages claiming to be from Willis,
please do not respond and report the message on the platform. Contact our office directly at
303-220-5525 or
info@integrafinancial.ws.
Alison Ashby, CFP®
Chief Compliance Officer
Financial Advisor
Alison works closely with clients to understand what matters most to them and help them make thoughtful financial decisions. As a Certified Financial Planner™ professional with an MBA, she focuses on financial planning and investment advice—helping clients get organized, set clear goals, and build a plan for things like retirement, major life changes, and long-term security. She also provides guidance on how to invest in a way that aligns with each client’s goals, timeline, and comfort with risk.
She’s committed to finding the right solutions and following through—so clients don’t have to wonder what’s next or feel the need to check in. Alison takes pride in being proactive, staying in touch, and making sure things move forward. A big part of her approach is making sure clients understand what’s being recommended and why, so they feel confident and informed every step of the way.
Alison’s early background in biochemistry and molecular biology contributes to her analytical, detail-oriented approach.
Outside of work, Alison enjoys traveling and exploring new places, spending time with her dogs, and staying active through gymnastics. She’s always up for trying something new at least once.
Kathy Patton
Manager of Operations
Kathy Patton is the Manager of Operations at Integra Financial. Kathy oversees the firm’s operations and customer support services. She is dedicated to the overall improvement of organizational processes, to ensure the delivery of the best client experience possible.
Keith Fevurly, J.D., CFP®
Financial Advisor
Keith Fevurly, J.D., MBA, LLM, is a Certified Financial Planner®, published author in the field of wealth management, and Investment Advisor Representative with Integra Financial. He is also a retired attorney in the states of Colorado and Kansas. Keith has over 20 years of experience as a financial planner and a teacher in the area of investments. Keith provided his Legal and Tax Services as a licensed attorney, independent from Integra Financial.
Ryan Garcia, MBA
Financial Advisor
After a career spent navigating the complexities of corporate finance, Ryan shifted his focus from optimizing corporate balance sheets to empowering individuals and families. He brings a unique level of analytical rigor to the personal side of wealth, drawing on his extensive background in cash flow management and strategic finance to build high-performance plans for his clients.
Outside of the office, Ryan is a world traveler at heart. He and his wife enjoy exploring new cultures and destinations, but during the winter months, you’ll most likely find them on the mountains, skiing whenever possible.
⚠️ Fraud Alert: Impersonation Scam Involving Advisor Willis
We have been made aware of a scam involving individuals impersonating Willis, one of our financial advisors, through WhatsApp and possibly other messaging platforms.
These messages are fraudulent and are not from Willis or Integra Financial.
What You Need to Know
While Willis may connect with current clients on social media, he will never:
- Initiate financial conversations through messaging apps or social platforms
- Request sensitive personal information (like account numbers or Social Security numbers)
- Offer investments or financial advice via WhatsApp, text message, or direct message
All financial communication from our office will come through official channels only — including email from our firm domain (@integrafinancial.ws), scheduled phone calls, or secure client portals.
What to Do If You Receive a Suspicious Message
If you receive a message claiming to be from Willis (or anyone at Integra Financial) that seems unexpected or suspicious:
- Do not respond.
- Do not click any links or provide personal information.
- Report and Block the message or group on the associated platform.
- Contact our office directly to report it:
📞 303-220-5525
📧 info@integrafinancial.ws
We also encourage you to report scams to the Federal Trade Commission (FTC.gov) or the FBI’s Internet Crime Complaint Center (IC3.gov).
How We Protect You
We take your security seriously. Integra Financial uses trusted third-party custodians (such as Charles Schwab & Altruist) and secure communication tools to protect your personal and financial information. We have reported this scam to the police and Whatsapp.
If you ever have a question about whether a message is legitimate, call us first — we’re here to help.