Carin Wagner

CFP®, Vice President of Personal Wealth Management

"We believe that the key to our clients' long-term financial success is to build a comprehensive financial roadmap. This enables us to make better recommendations, since we better understand where our clients are going."

As an indispensable part of our team, Carin brings more than 15 years of investment experience to her position as wealth management advisor at GHPIA. Prior to joining GHPIA, Carin was a Financial Planner at TIAA-CREF for five years where she provided retirement planning services to university faculty and employees of not-for-profit organizations. Earlier in her career, Carin spent time working as a Registered Representative, Manager and Trainer for Charles Schwab & Co. and Oppenheimer Funds.

Carin earned an MBA from the University of Denver, and a BA in Finance and Marketing from Ohio University. Carin also holds the Certified Financial Planner (CFP®) designation. She was selected as a Five Star Wealth Manager by 5280 Magazine and ColoradoBiz for 2011, 2012, 2013 and 2014.