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 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. 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.
Nicholas Weisert, CFP®
Financial Advisor
Nick is an Investment Advisor Representative at Integra Financial. Nick has worked in finance for 14 years in various roles including 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.
Alison Ashby
Chief Compliance Officer
Financial Advisor
Alison, the newest member of our firm, is committed to providing expert guidance and personalized solutions to meet your unique financial needs. With a dedication to staying up to date on the latest strategies, she is actively working towards obtaining the Certified Financial Planner designation to further enhance her knowledge. Whether you are planning for retirement, valuing your business, or creating a lasting legacy, Alison is a trusted financial advisor who is here to help you obtain your financial future.
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 25 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.
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.