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100%
employee-owned
and operated
![GHP Investment Advisors Logo](https://ghpia.com/wp-content/uploads/2018/09/GHP-full-logo.png?_t=1721066051)
*Data as of 7/16/2024.
Serving Clients For
28
Years
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.
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Our Team
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Robert Hochstadt CPA/PFS™
Principal Emeritus
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Brad Engle
Director of Research, Trading, and Portfolio Analytics
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Sebrina Ivey CPA/PFS™
CIA, CCO/Director of Wealth Management
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Deirdre McGuire
Wealth Advisor and Director of Business Development
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Reed McCoy CFP®, CRPS®
Wealth Advisor
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Barbara Terrazas CFP®
Wealth Advisor
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Angela Kennedy Lee CPA, PFS™, CEP®
Director of Tax Planning
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Kathryn Heet
Special Projects Associate
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Michelle Mills
Financial Concierge
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Ernesto Montes CFP®
Financial Concierge
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Jenny Merges
Client Relations Manager
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Sean Tully
Senior Client Relations Specialist
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Jackson Brown
Senior Client Relations Specialist
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Mathon Parker
Assistant Client Relations Specialist
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David Power
Assistant Client Relations Specialist
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Christian Lewton
Chief Investment Analyst
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Jason Kitner
Manager of Research Trading and Portfolio Analytics
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Drew Sutphin
Trading and Investment Associate
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Jack Miskulin
Trading and Investment Associate
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Scott Mladinich
Director of Business Intelligence
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Collette Williams
Accounting Associate
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Jules Langston
Office Manager
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Jansen Saunders
Scheduling Assistant
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