• Skip to main content
  • Skip to footer

Integral Wealth Management

Independent Financial Planning in Turlock, CA

  • Home
  • Services
  • Meet our Team
  • Contact

Integral Wealth / June 6, 2022

Welcome Amy and Mallory to IWM

As our team grows and changes, we keep our goal of serving you at the forefront of our minds. We look forward to many more years of helping you reach your financial goals. Keep reading to see what’s new!

Sincerely, 
Jodi and Mike

Mike Abram, PhD, CFA

Congratulations Mike on earning the Chartered Financial Analyst (CFA) designation! It is one of the highest distinctions in the profession, and we are proud of the expertise in investment management that he brings to our team. Click to learn more

Goodbye Paulette!

Thank you Paulette for your 13 years of dedication to our clients and the firm! Paulette is retiring and looking forward to traveling and spending more quality time with her family. We will miss her and the personalized care she gave to our clients.

Welcome Amy!

Amy Genasci will be the friendly voice you hear on the phones, and she’s here to help with all your scheduling and account service needs. She has many years of experience as a paralegal and a passion for helping others.

Welcome Mallory!

And welcome Mallory as our new Paraplanner! Mallory Sise graduated summa cum laude from CSU Stanislaus with a degree in Business Administration and a concentration in Finance. She will be working alongside Jodi to assist with portfolio reviews and financial plans as she begins her career in the investment industry.

Reflections from Jodi

Jodi has no plans of slowing down. The last few years has reinforced her desire to meaningfully connect with clients either in-person or virtually. She considers it an honor to build relationships with her clients and help guide them in their financial lives. She is also enjoying her new Schnauzer companion, Arlo, who is a frequent visitor at the office.

Filed Under: News & Updates

Footer

Contact Us

605 E Main Street
Turlock, CA 95380

(209) 633-3101 main
(209) 633–3105 fax

Monday-Friday 7AM-3PM or by appointment

Contact us

Find Us

Advisories

Integral Wealth Management is a division of Integral Investment Advisors, Inc., an SEC registered investment adviser (RIA). To learn more, please read our Client Relationship Summary and our Investment Adviser Brochure, or view our public disclosures.

Read other important disclosures.

Copyright © 2017–2022 Integral Investment Advisors, Inc. · Site by Webdancers · Log in