March 5, 2025
Top row, from left to right: Jenny Merges, Angie Kennedy Lee, Deirdre McGuire
Bottom row, from left to right: Carin Wagner, Sebrina Ivey, Barbara Terrazas
Women are taking charge of their financial futures like never before, and strong leadership in wealth management is more important than ever. At GHP Investment Advisors (GHPIA), we are proud to highlight the role of women in wealth management—leaders who bring expertise, insight, and strategic guidance to every client relationship. Whether you are growing your wealth, planning for retirement, or navigating a major life transition, having the right advisors by your side provides clarity and confidence for your financial future.
This Women’s History Month, we celebrate the women leading GHPIA—and the women we are privileged to serve. Their expertise and leadership in wealth management continue to make a lasting impact on our clients’ financial futures.
With over 20 years of experience, Carin works with a diverse clientele, helping navigate the complexities of financial planning. While she is proud to empower women executives to take charge of their financial futures, Carin values the trusting relationships she builds with all her clients.
Her approach is as much about understanding people as it is about managing wealth. Making discussions about money feel approachable and meaningful, Carin helps clients uncover what truly matters to them. Whether she is encouraging clients to feel more confident spending on the life they have built or guiding them to strike the right balance between enjoying today and planning for tomorrow, Carin brings empathy, clarity, and expertise to every conversation.
As GHPIA’s Chief Operating Officer, advisor, and tax expert, Sebrina is at the heart of both client strategy and firm-wide decision-making. Her expertise as a CPA allows her to guide clients through financial complexities with confidence, whether developing tailored strategies, providing tax insights, or ensuring compliance. Beyond her work with clients, Sebrina plays a critical role in the firm—her leadership and strategic oversight help ensure GHPIA operates with integrity, efficiency, and a steadfast commitment to excellence. Clients and colleagues alike rely on her holistic approach, which blends technical expertise with a deep understanding of what truly drives financial well-being.
Angie works with clients and advisors on personalized income tax projections and estate planning strategies, ensuring their financial plans are both effective and aligned with their overall goals. Her expertise as a CPA allows her to provide insights and guidance from a tax perspective, making her a trusted resource for clients and for her colleagues.
Barbara has a wide range of expertise and is known for helping clients with anything and everything they need. Whether it’s navigating day-to-day financial questions or long-term planning, Barbara’s approachable and client-focused style ensures that every client feels supported and confident in their financial journey.
As Director of Business Development, Deirdre ensures GHPIA’s clients stay informed with timely insights through social media, newsletters, and events. She also helps ensure excellence at GHPIA by maintaining a constant focus on improving the client experience. As a Wealth Advisor, she works closely with clients to build financial plans and navigate estate settlements, simplifying complex matters during pivotal life transitions. Whether preparing for the future or handling the unexpected, Deirdre provides clarity, strategy, and guidance every step of the way.
As Manager of Client Relations, Jenny has maintained a focus on ensuring every GHPIA client receives white-glove service. From onboarding to ongoing support, she leads with precision and care, creating a seamless experience that clients can rely on. Beyond her work with clients, Jenny mentors and empowers her team, setting the standard for excellence in client service. Her dedication to efficiency, personal attention, and proactive problem-solving fosters lasting relationships and reinforces GHPIA’s commitment to an exceptional client experience.
At GHPIA, we believe that experienced, thoughtful leadership is essential to providing clients with the highest level of service. Our female shareholders have spent their careers helping individuals and families navigate complex financial decisions with confidence. Their expertise spans tax strategy, financial planning, estate guidance, and client service—ensuring that every aspect of a client’s financial life is carefully considered.
This Women’s History Month, we recognize the women shaping GHPIA and the clients who trust us with their financial futures. If you want a strategic, experienced wealth management team that prioritizes your goals, we would love to connect.
Call (303) 831-5051 or contact us to schedule a consultation.
