Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Kris De La Pena

CFP®, CRPC, AAMS, CMFC, AWMA℠

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Kris De La Pena Visit Kris De La Pena's website

Bryce F Johnson

CFP®, ChFC®, CEPA®, CIMA®, CPWA®

Financial Advisor

Certified Private Wealth Advisor®
Learn more about Bryce F Johnson Visit Bryce F Johnson's website

Martin E Brander

Financial Advisor

Franchise Owner
Learn more about Martin E Brander Visit Martin E Brander's website


Our team

Mei Thoe,  MBA, AAMS®

Mei Thoe, MBA, AAMS®

Investment Manager

Personal Intro

  • Mei is an experienced investment manager with a demonstrated history of working in the financial services industry spanning over 20 years. Skilled in investment management, concierge-level client service, high net worth strategies, and risk mitigation, Mei is a integral addition to the team. Mei holds her MBA in International Business. In her free time enjoys traveling the world, and volunteering with her church.

Qualifications

  • MBA, AAMS®

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Scott Peters

Scott Peters

Client Service Specialist

Personal Intro

Scott joined Integrative in November, 2016. He has over 20 years of experience in financial services, primarily focused on providing an exceptional client experience. Scott is also a 12-year veteran of the United States Air Force, as well as an ex firefighter. In these roles Scott learned the value of service, forward thinking, and always having a back-up plan.

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Brigitte Smith

Brigitte Smith

Client Service Coordinator

Personal Intro

Brigitte has 13 years of experience in account management and administrative support. She understands client care is top priority throughout any service experience, and is relentlessly driven by client satisfaction. In addition, she has a proven history of quickly resolving client concerns, addressing communication gaps/errors, and tackling issues that may arise during the client/business relationship.

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Tandy Brander

Tandy Brander

Office Manager

James L. Schmitt

James L. Schmitt

Financial Planning Specialist,

Investment Specialist
Isaiah Read

Isaiah Read

Client Service Coordinator

Personal Intro

Isaiah was drawn into the Financial Industry by a passion for delivering exceptional service in every endeavor. Proficient in navigating the complexities of the financial landscape, Isaiah brings a dynamic and proactive approach to the team. Outside of work, Isiah enjoys hiking, travel, and spending quality time with his wife and pets.

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Katie Stewart-Anderson

Katie Stewart-Anderson

Client Service Coordinator

Personal Intro

Katie is dedicated to improving our client experience. With experience in customer service, Katie believes that client care is the cornerstone of every interaction. She approaches every task with our clients' needs prioritized, ensuring that their satisfaction remains paramount. This guiding principle shapes every aspect of her work, driving her to consistently strive for excellence and exceed expectations.

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