If you're trying to find a financial advisor in Denver and you like our approach, we would be honored to work with you.
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 1990 to provide investment advice and services that match his clients' current situations and to help them achieve 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, and Willis started his career in 1977 and received his CFP in 1989. He started Integra Financial with a quote from Mark Twain as the motto for his business.
"Always do right. This will gratify some people and astonish the rest." – Mark Twain
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.
Nick is an Investment Advisor Representative at Integra Financial. Nick has worked in finance for 14 years in various roles including in investment banking, private equity and wealth management. He received his bachelor’s degree with distinction from the University of Colorado, with an emphasis in Finance and Accounting. Nick’s unique combination of technical expertise and passion for helping individuals and families achieve their financial goals are what drive his client advocacy.
Nick, his wife Anne, and their two boys, Aidan and Dylan, love experiencing everything Colorado has to offer. They can be found spending time in the Colorado outdoors hiking in the spring and summer and snowboarding in the winter. Additionally, they are avid concert goers (Nick picked up a love of live music while living in Austin) and travelers.
William N. Patton is a Certified Financial Planner® and Investment Advisor Representative with Integra Financial. He is also a 35 year member of the Financial Planning Association and Past President and Chairman of the Board of the Colorado Financial Association.
Bill has been in financial planning for over 38 years. During this time, he has been both a financial planner and a teacher. His teaching includes: CFP® courses for the College for Financial Planning, computer science and insurance classes at Columbia College, and computer and securities training classes in the Professional Learning Centers of Denver.
Bill has a Master's Degree in Management and Human Relations.
Keith Fevurly, JD, 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 licensed attorney in the states of Colorado and Kansas. Keith has over 25 years' experience as a financial planner and a teacher in the area of investments.
Keith provides his Legal and Tax Services as a licensed attorney, independent from Integra Financial. His services also include Advisory and Estate Reviews, Wills, and Trusts.
Kathy Patton oversees operations and customer support services for Integra Financial, and she works closely with our President and advisors to support our client's needs. Kathy is responsible for: operational data processing and telephone services, cash management, shareholder accounting, personnel management, process improvements, project management, quality control, business continuity, and procedural and departmental auditing. She is also dedicated to increasing the efficiency of our operations and to providing excellent, accurate and timely customer service for our clients.
Prior to working for Integra Financial, Kathy worked for OppenheimerFunds for over 25 years, reaching the level of Assistant VP.
Kathy has a degree in Business Administration with an emphasis in Management from Columbia College, is a Dale Carnegie graduate, and has been the recipient of several leadership and management excellence awards.