Our Team

Jay Goldberg

Jay Goldberg is Founder and CEO of Integris Legacy Solutions. A long-time veteran of the financial services industry, his work experience includes leading teams at several of the most prestigious firms on Wall Street as well as regional banking institutions. Prior to forming Integris, Jay was a Founding Partner of Mosaic Advisors, a high-level planning and consulting practice that provided advice to some of the most successful families and business owners in Texas. Though the firm analyzed all aspects of a families’ financial and business affairs, Jay took a keen interest in life insurance, particularly the review and repair of existing policies. This experience led him to the perspective that the insurance industry needs more transparency when it comes to designing, structuring, and maintaining policies for its clients. Too many of the policies he reviewed were doomed for eventual failure without adjustments and this experience and perspective led to the formation of Integris Legacy Solutions.

A native Houstonian who attended St. John’s School, Jay graduated from Sarah Lawrence College, where he majored in both economics and international relations. As part of his continuing education, he earned his Certified Financial Planner (CFP®) designation after completing course work at Rice University. Jay is still involved with his alma mater, having served in various alumnae roles over the years. In addition, he and his wife are dedicated supporters of animal related charities and continue to serve as fosters for animals looking for adoption. In his spare time, he likes to work out, travel, and follow local sports teams. 

Seth Wasserman

Seth Wasserman is a Case Designer for Integris Legacy Solutions with a career-long mission to improve financial outcomes through advanced yet sensible case design. Since entering the life insurance industry in 2003, Seth has been extremely passionate about researching, vetting, and modeling life insurance products. He is an expert in designing solutions that meet a wide range of clients’ planning needs from survivorship and retirement to complex business and estate planning strategies.

Seth’s experience has included work at some of the industry’s most prestigious insurance carriers. His career began at New York Life and evolved to senior positions at both Transamerica and Pacific Life. This experience has provided him with the knowledge and insight to guide the design process in the most efficient and, more importantly, ethical manner, with the ultimate beneficiaries being the clients of Integris Legacy Solutions. It has taught him the need to create designs that are structurally sound, in our clients’ interest, and stand the test of time.

Seth is a graduate of San Jose State University in San Jose, CA where he played football and studied advertising. His love of football has led to him refereeing games on the weekend, and he is currently a Division II official with the hope of eventually graduating to Division I. He is married to his wife Mara and has two children, Zach, and Chloe.

Danielle Butigieg

Danielle Butigieg is a Case Manager for Integris Legacy Solutions who shares the firm’s conviction about the need for more transparency regarding high-end life insurance solutions. With more than eighteen years of experience as an advanced underwriting specialist, she is actively involved in all aspects of the insurance process, overcoming potential complications to achieve viables solutions for our clients.

Danielle’s on-going track record of strong, established relationships with preferred carriers enables both timeliness and effectiveness throughout the entire case management process. These relationships, coupled with a solid understanding of the nuances involved in complex underwriting, provide a more seamless client experience along with managed expectations. Utilizing her organizational skills throughout the application and underwriting process, Danielle is able to ensure that cases proceed smoothly from submission to policy delivery.

Danielle lives with her fiancé and son, along with her two dogs, Bella and Minnie. When away from work, she enjoys traveling as well as spending time with her family and friends.