Principal & Founder
Kristofer Gray, CFP® serves as a Family CFO for entrepreneurs and professional athletes. Born and raised in Seattle, he lives in Malibu with his wife and four children. Kristofer helps entrepreneurs and family owned businesses create a road map for both the qualitative and quantitative aspects of wealth and succession planning. He specializes in family wealth and estate planning, private equity and alternative investments, family foundations, trust structures, family LLC planning, GRATs, and private placement life insurance contracts. Kristofer facilitates educational retreats for family offices with other nationally recognized speakers and thought leaders in the areas of wealth, family, and health. As a Certified Financial Planner®, a Certified 401(k) Professional®, and a Chartered Retirement Plan Specialist®, Kristofer helps high net worth families, including executives, to evaluate and make tailored financial planning decisions on behalf of their business, which along with real estate, typically represents the majority of the family’s net worth. He earned both his Master’s degree and Bachelor’s degree from the University of Washington, and he serves on the Board of Directors for the Association of Washington Business. Working with Kristofer gives you access to an array of the finest quality alternative investment offerings for accredited investors, as well as access to a network of high-caliber professionals, educators, and trusted advisors for your family. Kristofer writes and presents at conferences on the topics of generational wealth, family business, succession planning, private equity, and philanthropy.
Chief Executive Officer
Prior to joining Integrity, Lockwood spent over a decade as a business owner and advisor in the service focused, small business space. In 2015, after a year working alongside Kris as VP of Business Development, Lockwood accepted the role of CEO at Integrity as an opportunity to further invest himself in a company in which he is passionately aligned. He found significant value in the client-centric, family-oriented culture that Integrity embodies and believes there is much opportunity to continue to see the company grow. In addition, Lockwood advises on charitable giving strategies and donor relations with Mission of Hope: Haiti, and serves as a teaching elder and worship leader at The Malibu Gathering, a local community church. In his personal time, Lockwood is an involved member of the Malibu community where he lives with his wife and two children. He loves the outdoors and challenges himself to excel in hobbies and business alike. In 2014, he won the historic Catalina Classic paddleboard race and previously held the stock class world record.
Chief Operating Officer
With over 18 years in the financial services industry, Deann joined Integrity after seeing the unique approach to wealth management and customer service offered by the firm. Prior to joining the team in 2007, Deann worked at a boutique advisory firm in downtown Seattle helping to serve large pension and endowment fund clients. Seeing that level of professional management brought to individual and small-business clients through a holistic approach to wealth management has been a rewarding and fulfilling journey. Previously serving as the firm’s Director of Investments, Deann currently oversees the operations of the firm, working closely with the executive leadership team and continuing to provide service to long-standing clients of the firm. Outside of the office, Deann enjoys spending time outdoors with her husband and three sons. She is actively involved in volunteer service with Hopelink, an organization focused on assisting families in crisis through food assistance, temporary housing and education.
Chief Investment Officer
Making the move from a large financial institution to a boutique advisory firm was a choice Sarah made easily after seeing the value Integrity provides to each client’s individual financial situation. Sarah oversees all investment activities of the firm, including monitoring portfolio models, manager research, capital market model development, asset allocation implementation, and risk management. She also meets with clients to review investment portfolios and implement a holistic financial plan. With a strong background in business finance and commercial banking, Sarah previously provided financial products and services to companies with annual revenues between $20 and $500 million. As a pillar of the Integrity team, Sarah enjoys meeting the unique needs of clients and business owners alike, helping to put their financial needs in order so they can focus on things that matter most. In 2016, Sarah and her husband opened their own small business providing Sarah with the unique perspective of each business owner Integrity serves. Sarah is an avid snowboarder and enjoys traveling all over the world, having lived abroad in Italy for a time. In addition to visiting new countries, Sarah is actively engaged in non-profits aimed at supporting children and victims of injustice.
Admand Wong obtained a BS in mechanical engineering from Washington State University in 1997. He holds a Series 65 securities license and is insurance licensed in Washington State and successfully earned his C (k)P designation in 2013. With in-depth experience in Multiple Employer Plan and Master Trust Arrangement offerings, Admand has a real heart for serving small business owners and for offering in-depth education at every level of a holistic financial plan. Prior to Integrity, Admand was a technology consultant with an elite clientele of engineers and executive level officers among the fortune-500 manufacturing and technology companies. Admand’s personalized approach of teaching and guiding allows numerous individuals, families, and small businesses the ability to create a clear and distinguishable plan that they can follow every step of the way. No challenge is too big for Admand, who draws upon his vast experiences to help create tailor-made solutions for his clients.
VP of Client Relations
Jason obtained a BS in Industrial and Management Engineering from Montana State University in 2001. He was previously the founding director of the South Lake Union Chamber of Commerce, Seattle WA from 2006 to 2010 and a Financial Advisor with a global wealth management firm. Ever since Jason joined Integrity’s team of wealth managers, his strengths in financial advising have been a tremendous asset to our clients. Jason is deeply committed to holistic financial planning and is passionate about supporting small business owners develop comprehensive retirement plans. Jason understands his clients’ unique needs and works diligently to provide them with the best advice possible in order to support their company, family, and employees. Jason firmly believes in delivering unbiased and transparent financial advice to his clients and his ultimate goal is to empower business owners and individuals to make sound decisions.
Vice President, Strategy
Andrew obtained an MBA in finance from Pepperdine University’s Graziadio School of Business & Management in 2012, a MPA from Columbia University’s School of International & Public Affairs in 2005 and a BA in political science from Trinity College in 2000. A true financial services veteran, Andrew has over a decade’s worth of experience working for top firms and servicing a vast clientele. His diverse background in investment banking, hedge funds, and specialty lending make Andrew an invaluable resource for small business leaders. Andrew believes that successful financial planning is highly dependent on determining specific long-term goals, establishing the appropriate structure of the overall investment strategy to achieve those goals, and maintaining discipline throughout the life of the plan. A deeply relational person, Andrew loves getting to know his clients better and finds the relationships he forms to be the most rewarding part of his job.
With a unique background in 401(k) plan design, Brandon brings a wealth of specialized experience to our business owner clients. From years of working with businesses of all shapes and sizes, Brandon is an expert at developing relevant retirement solutions that compliment his client’s overall financial plan. He believes wholeheartedly in the importance of having an achievable financial plan with both short-term and long-term benchmarks. Brandon is passionate about seeing his clients reach their own unique goals and strives to help them through creating balanced financial plans.
Chris started his financial services career in the accounting industry, obtaining a CPA license in California and working in both the tax and audit department of a local firm. As a CPA working with a diverse clientele, Chris has firsthand knowledge of the myriad tax implications related to investing. His experience discerning worthwhile strategies has helped countless individuals, businesses, and non-profits navigate through the complexities of investing. This unique skill set, coupled with Chris’s passion for serving his clients, makes him an invaluable asset to the firm. Chris believes in making each client feel like his top priority, taking the time to review their financial picture, and implementing the most effective methods to achieve their financial goals.
Scott M Smith graduated with a BA in Education, History, and Mathematics from the University of Northern Iowa. While Scott studied, his father taught him the potential of investing, seeding the money he earned during the summers away from school. Scott emerged with his degree and not a penny of debt, taking away a love of financial management and soon went on to study Financial Planning at The American College of Financial Planning. Scott’s passion for customer service and a desire to incorporate himself into the world of finance led him to a position as a Special Agent with Northwestern Mutual Life Insurance and then on to UBS Paine Webber as an Investment Consultant in 1998. Scott gathered and managed assets in excess of $100M in diversified stock, bond, and alternative investment vehicles before launching his own LLC, Ozone Consulting, in 2002. As his company grew, he developed his skills in leadership, sales strategies, new business development, interim leadership, and business planning as well as coming to a deep understanding of the challenges and opportunities faced by small businesses. Joining Integrity Financial is an exciting career move for Scott who believes that wise investments and financial wellness are integral in creating longevity and long-term family plans. His heart for philanthropy also resonates closely with Integrity’s dedication to charitable work and partnerships with non-profit organizations like Mission of Hope, Haiti. Through creating a sound financial plan and encouraging a caring, future-focused financial plan, Scott brings his professional experience in client development and high-level customer service to Integrity with the desire to create long-lasting, positive change for his clients.
Director of Client Relations
Cultivating customer relations through servant leadership has always been a part of Robin’s DNA. For nearly four decades, Robin has been providing business owners, corporations, and individuals with boutique client service. From the inception of joining the team, Robin has helped countless owners, 401(k) plan participants, and individuals experience an excellent encounter with our firm and their trusted advisor, through core value execution, concise communication, and efficient execution of strategies. Her favorite season is summer, where she can be found basking directly in the sun, coffee in hand, and surrounded by friends or family. She regularly serves in her faith-based community and aspires to live an open-handed life with a heart of generosity. Robin is drawn to and supports organizations that aim to alleviate human injustice, suffering, and has a deep seeded respect and gratitude for our veterans, and all who currently serve in our armed forces.
Portfolio Technical Specialist
As a former co-owner of an elite commercial and residential real estate firm, Warren worked on behalf of many investors to help them achieve their investment goals. Warren also has an extensive background in financial reporting, accounting and investment performance tracking in a multi-family office advising high net worth individuals, families, and their foundations. As a family man and former business owner, Warren understands the unique challenges his clients face and is passionate about helping them achieve the best life possible through wisdom and sound financial planning.
Director of Business Development
Adam is a licensed financial advisor holding his series 65. Prior to joining Integrity, he has helped entrepreneurs grow their businesses from the ground up in Silicon Valley, engaged executives at Fortune 500 companies in Atlanta and served with NGOs in Tanzania. Adam understands the specific financial needs of entrepreneurs in today’s highly competitive climate and the importance of leveraging expert advice to achieve goals. In his personal time, Adam is an avid adventurer (surfing, rock climbing, traveling).
Client Service Specialist
Client Service Specialist