
Who We Are
100%
employee-owned
and operated
Assets
$2.8B
Serving Clients For
28
Years

*Data as of 7/16/2024.
About Us
Getting to know you is critical to us. In fact, it’s everything to us. It’s how we connect. But more importantly, it’s how we determine your wealth management plan. Our team approach allows us to service all your financial needs, taking the work off your plate and offering expertise, integrity, and objectivity you can trust.
Part of our philosophy is providing education to our clients. We want you to understand the landscape you’re in and how the markets and your portfolio react based on any number of factors.
Transparency is our greatest virtue. If we’re thinking it, you will know about it. The more you understand the what and why of investing with GHPIA, the more peace of mind you’ll have.

Our Team

Robert Hochstadt CPA/PFS™
Principal Emeritus

Brad Engle
Director of Research, Trading, and Portfolio Analytics

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

Deirdre McGuire
Wealth Advisor and Director of Business Development

Reed McCoy CFP®, CRPS®
Wealth Advisor

Barbara Terrazas CFP®
Wealth Advisor

Angela Kennedy Lee CPA, PFS™, CEP®
Director of Tax Planning

Kathryn Heet
Special Projects Associate

Michelle Mills
Financial Concierge

Ernesto Montes CFP®
Financial Concierge

Jenny Merges
Client Relations Manager

Sean Tully
Senior Client Relations Specialist

Jackson Brown
Senior Client Relations Specialist

Mathon Parker
Assistant Client Relations Specialist

David Power
Assistant Client Relations Specialist

Christian Lewton
Chief Investment Analyst

Jason Kitner
Manager of Research Trading and Portfolio Analytics

Drew Sutphin
Trading and Investment Associate

Jack Miskulin
Trading and Investment Associate

Scott Mladinich
Director of Business Intelligence

Collette Williams
Accounting Associate

Jules Langston
Office Manager

Jansen Saunders
Scheduling Assistant
