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