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  • Brian J. Friedman

    CFA, CBE, President, Co-Founder, Chief Investment Officer

    The mouse pad in Brian Friedman’s office bears the image of the figure who first interested Brian in investing when he was 12: Mickey Mouse. Brian had already been learning about business throughout his childhood from his commercial real estate developer father, who furthered his financial education by buying the boy his first share of stock, in Disney, and showing him the shareholder report that bore Mickey’s smiling face.

    Brian, who grew up in Denver, earned a BA in Economics at George Washington University in Washington, D.C. He also studied for a year in Israel at Tel-Aviv University, learning about the history, politics, and economics of the Middle East. He continued to learn about economics and politics as a research assistant at D.C.’s Brookings Institution and then as an Economic Analyst at the Law and Economics Consulting Group. It was in those years, which included his earning an MBA in Finance and Accounting at the University of Chicago, when he began to develop the economist mindset and theories about global finance that inform his investment philosophy to this day.

    Brian brought these ideas to his work as an International Equity Analyst at mutual fund company Founders Funds back in his hometown of Denver, then as a Portfolio Manager at Owen-Joseph Asset Management in San Diego. Seeking a more client-focused approach, Brian returned to Denver and connected with Bob Hochstadt and Steve Levey of Gelfond Hochstadt Pangburn (GHP), which was then becoming one of the first accounting firms in America to expand into wealth management and financial planning. Finding in Brian’s asset management expertise a complement to their own proficiency at tax advising and estate planning, they brought Brian aboard as President and Chief Investment Officer of GHP Investment Advisors.

    Since 1999, Brian has overseen GHPIA’s growth from $10 million in assets under management (AUM) to $1.5 billion today. The firm remains guided by investment benchmarks Brian developed in the 1990s, guidelines by which the firm has successfully navigated the extreme market volatility of the last two decades, including the 2000 and 2008 financial crises. Brian has lectured at various local educational institutions, including the University of Colorado at Denver. He has been a frequent radio guest on KOA, offering financial commentary, and on KKZN, to answer listeners’ financial questions. He’s a board member at the World Trade Center Denver and Co-Chair of the Financial Roundtable of the National Association for Business Economics (NABE), as well as a former member of the planning committee of NABE’s annual International Symposium in Europe. He holds the Chartered Financial Analyst (CFA) and NABE’s Certified Business Economist (CBE) designations.

    Brian and his wife live in Denver and have three college- and high-school-aged children. He’s well-known in the community for his philanthropy, his support for education, and his advocacy for Israel. (Brian is also the founder of GHPIA adjunct Israel Investment Advisors, which caters to clients who want to support Israel by investing in Israeli companies.) He enjoys mountain sports, golfing, and playing the trumpet.

  • Carin Wagner

    CFP®, Vice President of Wealth Management

    Carin Wagner has been giving financial advice since her days at Ohio University, where she warned her friends about taking on too much credit card debt. She comes by it naturally; her mother is an economist, her father is an estate planning attorney, and her grandfather was a doctor who used to monitor his investments on a paper stock ticker.

    Born in Denver, Carin was going to be a teacher, but she found business classes more interesting than education classes. After she earned a BA in Finance and Marketing at Ohio, Carin spent three years working as an Assistant Supervisor at Oppenheimer Funds and five years as a Financial Planner at TIAA-CREF, a $1 trillion AUM firm focused on higher education. Along the way, she earned an MBA at the University of Denver and a Certified Financial Planner (CFP®) designation. In 2005, Bob Hochstadt recruited her to join GHPIA.

    Over the years Carin worked her way up to Senior Partner and developed and refined our financial planning techniques related to Financial Modeling, Income Tax Planning, Estate Planning, Risk Management, and Education Planning. Here, she gets to be a teacher after all, developing close relationships with clients, understanding their needs, and educating them on the financial planning options that best suit those needs.

    Carin and her husband and two children live in Denver. They’re fond of skiing at Winter Park and attending Rockies games. When she’s not cheering on her kids at swim meets or baseball games, Carin enjoys bringing to vivid life the drawings in grown-up coloring books.

  • Mike Sullivan

    CFP®, Vice President of Wealth Management

    After 9/11, Mike Sullivan briefly considered a career in Naval intelligence. Instead, he applied his keen eye for detail and fine print to the intricacies of financial planning. At GHPIA, where he’s worked his way into a senior partnership over 12 years, Mike has guided our portfolio management software development, our investment research and selection process, and our clients’ retirement planning models and portfolio allocation strategies.

    Mike’s BA degree in political science from Colorado State University led him to the financial side of politics, supporting municipal bond underwriting as an investment banking analyst at George K. Baum & Company. He counseled customers on investments at US Bank and BBVA Compass, but he sought wealth management work that was more focused on comprehensive financial planning.

    To that end, he earned his Certified Financial Planner (CFP®) designation and came to work at GHPIA in 2008. At GHPIA, Mike has relished the opportunities to earn clients’ trust, explain financial complexities in simple ways (a storytelling technique he picked up studying Hemingway in college), and celebrate their successes.

    Mike lives in the heart of Denver but finds nature calming and loves spending time in the mountains backpacking or skiing with his wife and two children. (His favorite ski trail is Cannonball at Mary Jane, and his favorite hike is Lone Eagle Peak in Indian Peaks Wilderness.) His other interests include wilderness conservation, live music and astronomy.

  • Robert Hochstadt

    CPA/PFS™, Principal

    Bob Hochstadt, the H in GHPIA, is a pioneer of the independent registered investment advisor industry who’s worked in the accounting field for more than 60 years. As a principal of Gelfond Hochstadt Pangburn, P.C. in the 1990s, Bob helped make his accounting firm one of the first in the country to offer clients a more comprehensive approach to wealth management by adding a financial planning division. As Bob puts it, he was helping to build the industry before the industry had a name.

    A Denver native, Bob was a student at East High School when he first discovered a knack for bookkeeping and started working for Sid Milzer’s accounting firm. After earning his BS in Accounting from the University of Denver, he spent the next several decades building up his own accounting practice. His career was interrupted by a stint in the Air Force, serving in South Korea from 1968 to 1970.

    By 1996, Hochstadt and then-partner Steve Levey recognized the opportunity to serve clients better by adding financial planning to Gelfond Hochstadt Pangburn’s offerings. To that end, they founded GHP Investment Advisors, bringing in Brian Friedman to run the new company in 1999. As GHPIA grew, Bob mentored much of the current staff, guiding them in the principles of financial prudence and client service that have been the firm’s pillars since day one.

    Bob holds both the Certified Public Accountant and Personal Financial Specialist (PFS) designations. He and Diane, his wife of more than 53 years, live in Denver. They have three grown children and eight grandchildren. He is happy to have the time and resources to devote to various local philanthropies.

  • Brad Engle

    Director of Research, Trading, and Portfolio Analytics

    Brad Engle loves sports. Sports gives him opportunities to spend quality time with his three kids, whom he’s coached in soccer, basketball, baseball, and flag football. It’s also taught him lessons about teamwork that he brings to his work at GHPIA. Your success is my success – a principle that extends to our clients, for whom Brad helps choose investments and keep portfolios balanced.

    Brad’s math skills led him to earn a BA in Finance and Economics from Mesa State College and an MBA from Regis University. He spent two years as a Senior Fund Analyst at Oppenheimer Funds and another seven at the trading desk at Denver-based Marsico Capital Management. Having joined GHPIA in 2012, Brad built and leads the team that helps select the firm’s investments, analyzes client portfolios, and executes trades. He enjoys simplifying tough problems for clients and putting them on a path toward reaching their financial goals.

    An Aurora native, Brad is still close with and loyal to his childhood buddies. He enjoys skiing with his wife and kids, golfing, and playing adult-league baseball.

  • Sebrina Ivey

    CPA/PFS™, CIA, CCO/Director of Wealth Management

    Originally, Sebrina Ivey was going to be an FBI agent. To that end, she earned both a BA in Accounting and a BS in Sociology and Criminology at the University of Northern Colorado. Today, her eye for detail, knack for numbers, understanding of behavior, and knowledge of statutes and regulations inform her work at GHPIA. As she puts it, it’s as important to understand people as it is to understand the numbers.

    Charged initially with supervising GHPIA’s regulatory compliance and operations, Sebrina expanded her responsibilities to roles on our Management Committee and Financial Concierge team. Sebrina routinely reviews financial plans with clients annually through our financial update process, walks them through financial documents and benefit distributions, coordinates their tax planning with their CPAs, and allays clients’ anxieties. For excelling in financial planning, the American Institute of CPAs has awarded her with the Personal Financial Specialist (PFS) credential and the Personal Financial Planning Standing Ovation award, a 2019 citation given to just seven CPAs nationwide under age 40.

    Before she came to GHPIA in 2012, Sebrina served as a Staff Accountant at accounting firm Buchanan Clarke Schlader, a Senior Auditor at the University of Virginia, a Senior Accountant at Great-West Life and at First Data Corporation, and a Controller at Developmental Pathways. Besides the PFS™, her professional certifications include Certified Public Accountant and Certified Internal Auditor.

    Raised in Brighton, Colorado, Sebrina lives in Highlands Ranch with her husband and two sons. She serves as treasurer at Developmental FX which provides pediatric clinical services worldwide. She also is a member of the CFO Leadership Council, Arapahoe Community College Accounting Accountability, and the Rocky Mountain Estate Planning Council. She enjoys reading, crocheting, cross stitch, and cheering on her sons at soccer. She also knows the lyrics to every pop song recorded between 1950 and 2000.

  • Deirdre McGuire

    Wealth Advisor

    Born in Colorado to Irish parents, Deirdre grew up in both Ireland and Denver and ultimately earned a BA in Sociology from the University of Colorado at Denver. That education, along with the Irish gift of the gab, taught her how to read people and appreciate their stories. She also enjoyed living near her grandparents and, inspired by the care they were receiving, briefly considered becoming a nurse once she returned here from Ireland. Instead, she found work in 2010 at GHPIA through her sister, who was then the firm’s marketing manager. She ultimately found a way to do what she loves – taking care of people during trying times -- by making management of their finances less burdensome.

    By 2015, thanks to her ability to assist clients with complex financial situations, she'd earned a promotion to Financial Planning Associate. In fact, she has transformed the Client Relations operation here into the unique suite of services we call Financial Concierge. Deirdre is adept at performing a broad spectrum of tasks that take anxiety and stress off our clients' shoulders and at training others on the team to do the same. She has also cultivated a network of outside professionals to whom clients can turn for other crucial and complex tasks.

    Outside the office, Deirdre’s many interests include rugby, international travel (56 countries so far), book clubs, and Denver’s dining scene. She is an active member of Junior League of Denver and World Denver. She also believes service starts with individual relationships and has closely mentored a young mother and her family for seven years.

  • Reed McCoy

    CFP®, CRPS®, Wealth Advisor

    Reed McCoy thinks of himself as a teacher, as well as a student who never stops learning. After earning his BA in both Spanish and Business Management at the University of Minnesota, Reed served with Teach for America, taught grade school at AXL Academy in Aurora and SOAR Academy in Green Valley Ranch, and advocated for education reform in low-income communities. He transitioned to educating adults about how to plan for retirement, first at CAPTRUST in Denver and, since 2017, at GHPIA.

    Born in Milwaukee, Reed found in his own educational journey the inspiration to give back to others. He understands how emotional money-related decisions are, and he likes helping clients address their own emotional issues surrounding their finances, helping them find solutions, and explaining those solutions in easily digestible ways. An expert on the retirement industry, he’s furthered his own financial education by earning the Certified Financial Planner (CFP®) and Chartered Retirement Plans Specialist (CRPS®) designations, as well as the Series 65 securities license for investment advisors.

    Reed came to Colorado because, he says, the mountains were calling. He’s an avid rock climber, backcountry snowboarder, and mountain biker, pursuits that have cultivated the discipline, attention to detail, and grit that also inform his work at GHPIA. He enjoys listening to podcasts and meeting with the book club he’s belonged to for a decade.

  • Michelle Mills

    Client Relations Specialist

    Michelle Mills strives for what she calls those “aha” moments, when she’s able to bring clarity, understanding, and relief to a client overwhelmed by a complex financial issue. Her drive to educate and help others stems from her own upbringing.

    Michelle was born in Thornton but moved as a young girl when her parents, who both worked for the BNSF railroad, were transferred to Weatherford, Texas. After their marriage ended, Michelle was determined to avoid the economic challenges that divorced families often face. At Texas State University, she considered majoring in education but ultimately graduated with a BBA in Finance. Working at Fidelity Investments in Westlake, Texas, she found herself educating novice investors over the phone about asset allocation. Seeking work where she could interact with clients face to face, she found it at a Fidelity branch in Denver, at Mariner Wealth Advisors in Highlands Ranch, and since 2017, at GHPIA. Along the way, she acquired the Series 63 and 66 securities certifications.

    As part of GHPIA’s client relations team, Michelle is always eager to go above and beyond for clients, to alleviate their concerns, to take advantage of her strong mastery of details, and to cheer on their successes. She also enjoys working alongside her husband, Race, a common practice among spouses in the Mills family.

    Michelle and Race and their new baby Truman live in Wheat Ridge, along with two dogs. Michelle is also a fiercely competitive basketball player, once nicknamed “Sister Hoops.”

  • Barbara Terrazas

    Client Relations Specialist

    Barbara Terrazas joined GHPIA in 2013 as a member of the Client Relations Department. A Southern California native, Barbara graduated from the University of Colorado at Boulder in 2010 with a BA in Economics and Psychology. She also has a Certificate in the Business of Sports from the Leeds School of Business at the University of Colorado.

    In her spare time, Barbara enjoys running the trails around Colorado, playing soccer and spending time with her family and friends. She is also an avid fan of the Colorado Buffaloes.

  • Emma Gordon

    Client Relations Assistant

    Emma Gordon can still make a perfect pizza – dough-tossing and all – in about three minutes. It’s muscle memory, the legacy of one of many customer service jobs that have provided her with the people skills, adaptability, and composure that serve her well on GHPIA’s client relations team.

    Emma grew up in Wichita and earned her BA in Art History at Wichita State University. A skilled photographer, she found the art world especially cutthroat and sought a different career path. Her stints a manager at Marco’s Pizza and accountant at a Denver-area Westin hotel awakened her love of numbers, which led her in turn to GHPIA in 2019. At GHPIA, she finds gratifying and rewarding the opportunities to help people solve problems by going above and beyond expectations.

    Emma lives in Westminster with her husband, two little boys, two dogs, and a cat. The family enjoys camping in the Rockies, where Emma continues to take striking photographs.

  • Ernesto Montes

    CFP®, Client Relations Specialist

    Maybe Ernesto Montes gets his drive for helpfulness and client satisfaction from his parents – his father is a bartender, and his mother works in a school cafeteria. At GHPIA, Ernesto finds fulfillment in providing clients the level of service to which they’ve become accustomed and helping them achieve their goals.

    A graduate of the University of Pennsylvania with a BA in economics, Ernesto worked as an intern at Charles Schwab and spent three years as an Associate Investment Advisor at a registered investment advisor firm in Savannah before coming to GHPIA in 2019.

    Ernesto grew up in the suburbs of Atlanta. The Georgia native has quickly assimilated into the outdoorsy, athletic lifestyle of Colorado; he’s joined a soccer league and enjoys hiking and snow sports. He still hasn’t learned to ride a bicycle, but give him time.

  • Juwon Hill

    Portfolio Operations and Trading Associate

    Juwon Hill calls himself an economics nerd. He parlayed his fondness for math into a BA in Economics from Morehouse College, then an MS in Finance and Risk Management at the University of Colorado at Denver. At GHPIA, where he was hired as an intern in 2014, Juwon knows better than anyone the long list of securities that comprise the firm’s buy list. He enjoys researching and explaining to others the economics of individual companies and executing trades to keep client portfolios balanced. He holds the Series 65 securities license for investment advisors and is a Level 2 candidate (the second of three stages) for the Chartered Financial Analyst (CFA) designation.

    Born in Wiesbaden, Germany, Juwon grew up in Hinesville, Georgia, where he volunteered to help others through his church during his high school years. After earning his Masters degree at UCD, he interned at the Colorado Secretary of State’s Office, where his financial analysis saved the state some money. He continues to give back as a volunteer for the Big Brothers Big Sisters iMentor 2.0 program, which involves making a four-year commitment to a freshman from an at-risk high school.

    Juwon, who has a wife and toddler son, enjoys running, weightlifting, and playing basketball. He also plays drums and trombone.

  • Jason Kitner

    Portfolio Trading and Operations Associate

    Jason Kitner might be a Coast Guard pilot today if he weren’t so extraordinarily tall. Growing up in Fort Lauderdale, Jason dreamed of serving his country as a flyer, but once he grew to 6’6” and couldn’t squeeze into a cockpit, he had to find another dream job.

    With a degree in Finance from the University of Florida’s Warrington College of Business, Jason worked as a trader at several brokerages before spending 15 years at TradeStation, a Miami-area online brokerage platform for individual traders and investors, earning six FINRA certifications along the way. By 2019, however, Jason and his wife and daughter sought a change, and Colorado beckoned.

    On GHPIA’s research and trading team, Jason assists clients by executing trades and helping keep portfolios balanced. He analyzes individual securities and larger market trends, is an expert on brokerage operations and best practices, and has a sharp eye for avoiding financial land mines, pitfalls, and businesses with dubious numbers. He holds the Series 65 securities license for investment advisors.

    Having moved his family from Florida to Lakewood, Jason has made what he calls the tough transition from scuba diving to snowboarding and mountain biking. Coming from a long line of art teachers, Jason enjoys drawing with his elementary-school age daughter, gardening, and anything that takes him away from a screen and lets him engage with nature and real life.

  • Matthew Tiller

    Portfolio Trading and Operations Associate

    Matt Tiller has numbers in his blood. He grew up in the tech hub of Huntsville, Alabama, where his parents are engineers (his father at NASA), and where his mother, who handles the family’s investments, opened a brokerage account for Matt when he was 12.

    Matt was president of the Finance Club at Indiana’s University of Evansville, where he earned a Bachelor of Applied Science in Finance and Economics. Throughout college, Matt landed internships at such New York firms as OpenDoor Trading, MCAP, and Tradeweb, where he wrote trading programs in Python and learned about the markets in fixed income, futures, and global equities.

    In 2019, Matt joined GHPIA, where he continues to research the markets, executes trades for clients, and uses his number-crunching and tech skills to generate data visualizations that help explain complex trends in easy-to-grasp charts, graphs, and animations.

    Matt lives downtown and plays in a Denver soccer league, but he’s also developing a taste for hiking and skiing. He’s one of just two GHPIA team members who knows how to drive a tractor, and he enjoys visiting the branch of his family that farms olives in Greece.

  • James Garcia

    Data and Operations Analyst

    James Garcia considers information systems his playground. Helping design the software that helps GHPIA track client portfolios, solving problems before they occur, automating processes to give the advisors more time to offer clients personalized solutions, and making sure every client is taken care of – these are all creative outlets for James. 

    After James earned a BS in Industrial Engineering from the University of Houston, he stayed in the Houston area and helped streamline processes for doctors and patients, first as a Management Analyst at the Harris County Hospital District, then as a Senior Research Coordinator at Baylor College of Medicine. After a stint as a Product Analyst at Houston’s Amegy Bank, he spent three years as Manager of Metrics and Analysis at Continental Airlines, where he helped build a mobile app that is still in use nearly a decade later. He joined GHPIA in 2011. James holds the Series 65 securities license for investment advisors.

    James has a 17-year-old son and three dogs. He enjoys snowboarding, hiking, and international travel. He and his wife are both movie lovers who serve on the board of the Colorado Dragon Film Festival, the state’s only all-Asian film festival.

  • Race Mills

    Software Engineer

    Race Mills followed in his parents’ footsteps. Like his son, Race’s father is a software engineer, while his mother is a project manager. At GHPIA, Race helps build the unique, proprietary software that places client data at the advisors’ fingertips, improves the quality and personalization of the customer experience, and frees up advisors’ time to devote more attention to solving clients’ problems.

    After graduating from Texas State University, Race worked as a software engineer at Guydon Software Service (a Texas company serving the oil and gas industry) and at Brandwise in Lakewood. But he appreciates the fact that GHPIA offers him the ability to interact directly with the users of his designs. He likes that he can tailor those solutions to the firm’s business practices, rather than having the firm change its practices to fit the software.

    Race also appreciates the family feel of the GHPIA team, which includes his wife Michelle, and which made Race feel welcome and comfortable when he joined the firm in 2019. Race and Michelle live in Wheat Ridge with another 2019 addition, their son Truman. Race’s other pursuits include snowboarding, skiing, golf, softball, and playing the guitar.

  • Gary Susman

    Director of Digital Marketing

    Gary Susman’s day job used to involve interviewing movie and TV stars. In fact, weeks before he joined GHPIA in 2019, he finished co-authoring a book about the TV series Friends.

    Before he became a marketer, Gary had a long and award-winning career as a reporter, columnist, and editor for such outlets as Time, LIFE, Vanity Fair, CNN, People, AOL, MSNBC, Entertainment Weekly, Rolling Stone, and The Chicago Sun-Times. He is the co-author of two books, LIFE 75 Years: The Very Best of LIFE (a 2011 anthology of the magazine’s photojournalism) and 2019’s Friends Forever. He graduated magna cum laude from Harvard University with a BA in English and American Language and Literature.

    With the collapse in recent years of journalism as a viable career path, Gary turned his storytelling skills toward marketing. Before using those skills to tell GHPIA’s story to current and future clients, Gary worked on marketing campaigns for such clients as People Magazine (where his work won a MinOnline Best of the Web award), Bravo Television, Buy.com, and Denver-based Larkspur Strategies.

    Gary and his wife of more than 22 years are both Colorado natives. They live in Lone Tree and enjoy spending time with their extended family. Gary plays piano, guitar, and harmonica and composes the music for GHPIA’s videos.

  • Collette Williams

    Accounting and Marketing Associate

    Collette Williams has always been the one in her group of friends who gives the others financial advice, counseling them on how to track their spending and get out of debt. She initially thought she’d become a pediatric nurse, but her computer and math skills led her into ledgers. She graduated summa cum laude from National American University in Denver with a Bachelor of Business Administration degree, then earned a Master of Accounting and Finance Management degree from Keller Graduate School of Management.

    Collette worked in accounting roles at several Denver area companies, including Developmental Pathways, StarTek, WOW, and Liteye Systems. In 2019, she joined GHPIA, where her duties include accounting, payroll, billing, human resources, market research, and client communications.

    A Denver native, Collette lives with her husband in Northfield, where they have a recording studio in their basement – the heart of their Boogie Phat record label, which has four artists on its roster. She has a grown son and two stepdaughters. Collette’s other pastimes include baking cakes and shopping.

  • Claire Bobson

    Office Manager

    For many years, Claire Bobson’s workplace was the great outdoors. She’s been a horse trail guide at Yosemite and a snowboarding instructor at Lake Tahoe. Those activities taught her to be prepared and resilient, qualities that serve her well at GHPIA, where she helps keep the firm running smoothly with her mastery of logistics.

    Claire’s years in the tourism and hospitality industry also involved stints at several hotels, including the Sheraton Denver Tech Center, jobs that would teach her how to make GHPIA’s clients feel comfortable and at ease. As GHPIA’s office manager and a member of the client relations team, Claire is responsible for such tasks as scheduling meetings, event planning, mailing and shipping, making deposits for clients, notarizing documents, and purchasing office technology. A native of northern California, Claire studied at California State University at Chico before moving to Denver, where she continued her studies at Metro State University.

    Claire continues to enjoy the outdoors in Colorado, especially hiking, backpacking, and horseback riding. She lives in Englewood with her fiancé, three dogs, and a cat.