Financial Planning Manager, GHPIA

As an indispensable part of our team, Carin brings more than 10 years of investment experience to her position as financial planning manager 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.

Client Relations Manager, GHPIA

Sommer serves as GHPIA’s Client Relations Manager, and has been instrumental in developing and implementing the ‘Personal Financial Assistant’ service that we provide to our clients. Sommer joined GHPIA in 2004, and has since received her Series 65 Certification.

Sommer earned her Associate of Science degree from Seattle Community College, and is finishing her undergraduate degree at Argosy University.

Analyst, GHPIA

David joined GHPIA in 2003, and is responsible for researching and managing fixed income investments as well as managing company operations. His operational responsibilities include technology development and implementation, reporting systems, problem resolution, and general customer service. Prior to GHPIA, he worked as a registered representative at Charles Schwab & Co., Inc., and before that as a firefighter and paramedic in Oregon and in Florida.

He holds a BA in International Studies with honors from the University of Colorado at Denver, with an emphasis in Economics and Political Science.