Integral Wealth Management

Michael Abram is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has been with Integral Investment Advisors, Inc. since 2015 and briefly attended California State University, Stanislaus in 2016. Beginning in December 2024, he will serve as the Treasurer for the City of Turlock, managing the city’s fixed income investment portfolio. Integral Wealth Management provides discretionary investment management, financial planning, and retirement plan consulting to individuals, charitable organizations, and employer-sponsored plans. The firm focuses on asset-allocation-based portfolio construction with a total-return orientation and employs a tactical sector tilt, using a variety of instruments including options and digital-asset strategies.

Mallory Sise is a CFP® and holds a Series 65 designation, currently serving at Integral Wealth Management with three years of industry experience. Prior to joining Integral, she worked at Crosspoint Church and held positions at California State University, Stanislaus, and Thomas Downey High School. Integral Wealth Management provides discretionary investment management, financial planning, and retirement plan consulting to individuals, charitable organizations, and employer-sponsored plans. The firm focuses on asset-allocation-based portfolio construction with a top-down, total-return approach and uses a range of investment instruments, including derivatives and digital-asset strategies.

Brooke Gaither is a CFP® and Series 66-licensed financial advisor with nine years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank SSb before joining LPL Financial and subsequently Integral Wealth Management, where she is currently part of a five-advisor team. Integral Wealth Management provides discretionary investment management, standalone financial planning, and retirement plan consulting to individuals, charitable organizations, and employer-sponsored plans. The firm employs an asset-allocation-based approach with a total-return orientation and tactical sector tilts, utilizing a range of instruments including options and digital-asset strategies, and conducts regular account reviews and client meetings.

Jodi Karambela is a CFP® professional with 23 years of industry experience, currently serving at Integral Wealth Management since 2008. She holds Series 63 and Series 66 licenses and is based in Turlock, CA. Integral Wealth Management provides discretionary investment management, financial planning, and retirement plan consulting to individuals, charitable organizations, and employer-sponsored plans. The firm emphasizes asset-allocation-based portfolio construction with tactical sector tilts and employs a range of instruments including options and digital-asset strategies.

David Epps is a CFP® with 28 years of industry experience. He currently works at Integral Wealth Management and previously spent over two decades at Charles Schwab and Charles Schwab Bank. Integral Wealth Management offers discretionary investment management, financial planning, and retirement plan consulting to individuals, charitable organizations, and employer-sponsored plans. The firm employs an asset-allocation-based approach with a tactical sector tilt and utilizes a variety of investment instruments, including options and digital-asset strategies, while providing regular account reviews and client meetings.