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 Series 65-registered advisor with Integral Wealth Management, bringing four years of industry experience. She has worked at Integral Investment Advisors, Inc. since 2022 and has prior experience with Crosspoint Church and California State University, Stanislaus. Integral Wealth Management is a SEC-registered advisory firm serving individuals, charitable organizations, and employer retirement plans. The firm manages approximately $673.9 million in assets, utilizing a customized, asset-allocation driven approach focused on capital preservation and after-tax total return, incorporating both fundamental and technical research.

Brooke Gaither is a CFP® professional with 10 years of industry experience, currently serving at Integral Wealth Management. Her prior experience includes roles at Charles Schwab and Charles Schwab Bank, where she worked for eight years, as well as a year at LPL Financial. Integral Wealth Management is a SEC-registered advisory firm that manages approximately $673.9 million in assets for individuals, charitable organizations, and employer retirement plans. The firm employs a customized, asset-allocation driven investment approach focused on capital preservation, after-tax total return, and tactical sector allocation.

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.