GHP Investment Advisors Inc

Sebrina Ivey is a financial advisor at GHP Investment Advisors Inc in Denver, CO, holding the PFS™ designation and Series 65 license with 13 years of industry experience. She has been with GHP Investment Advisors since 2012. GHP Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and other pooled investment vehicles. The firm employs a team approach, emphasizes fundamental analysis with a long-term investment focus, and offers additional services such as tax preparation through an affiliated family office.

Carin Wagner is a CFP® with 20 years of industry experience and holds a Series 63 license. She has been with GHP Investment Advisors since 2005. Wagner is based in Denver, CO. Israel Investment Advisors, LLC manages approximately $46 million for high-net-worth individuals and institutional clients, focusing on Israeli securities through fundamental analysis and a long-term investment approach. The firm offers discretionary and non-discretionary portfolio management, financial planning, and acts as general partner of a private investment partnership.

David Power is a financial advisor at GHP Investment Advisors Inc with one year of industry experience. He holds the Series 65 designation and has prior experience at Brown & Brown. GHP Investment Advisors provides discretionary and non-discretionary investment supervisory and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, and other pooled investment vehicles. The firm employs a team approach and focuses on fundamental analysis with a tilt toward longer-term equity and fixed-income holdings.

Sean Tully is a financial advisor with Israel Investment Advisors, LLC, holding a Series 65 designation and five years of industry experience. He has worked at GHP Investment Advisors since 2021 and previously held positions at MWS Capital Consultants LLC and Chicago Partners. Sean’s background also includes roles at DePauw University and Loyola Academy. Israel Investment Advisors, LLC manages approximately $46 million for high-net-worth individuals and institutional clients, focusing on Israel-based investments. The firm employs fundamental analysis with an emphasis on long-term holdings in Israeli stocks and bonds, offering both discretionary and non-discretionary portfolio management along with financial planning services.

Jason Kitner is a financial advisor with GHP Investment Advisors Inc in Denver, CO, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at TradeStation Securities and Charles Schwab before joining GHP in 2019. Outside of his advisory work, he co-owns an online retail business, SAK Brands LLC, with his wife. GHP Investment Advisors provides a range of investment supervisory services, financial planning, and pension consulting to individuals, pension plans, charitable organizations, and businesses. The firm uses fundamental analysis and a generally long-term investment approach, offers private funds and pooled vehicles, and operates affiliated family-office and tax services for a select group of clients.

Barbara Terrazas is a Series 65-licensed financial advisor with 11 years of industry experience, currently serving at GHP Investment Advisors Inc in Denver, CO since 2013. She works within a multi-team environment at a firm with 22 advisors. GHP Investment Advisors provides discretionary and non-discretionary portfolio management and supervisory services to individuals, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm employs a team-based approach, beginning client relationships with financial planning or data-gathering reviews and typically focusing on longer-term equity and fixed-income investments, while also offering tax preparation services through an affiliated family office.

Nicole Smith is an advisor at GHP Investment Advisors Inc. based in Denver, CO, holding Series 63 and Series 65 licenses. She has one year of industry experience, including prior roles at EP Wealth Advisors and Lifetime Fitness. GHP Investment Advisors Inc. provides discretionary and non-discretionary investment supervisory services, portfolio management, and comprehensive financial planning to individuals, pension plans, charitable organizations, and businesses. The firm employs fundamental analysis with a long-term investment approach and offers additional private fund management and family-office tax services.

Marlon Ramirez is a financial advisor at GHP Investment Advisors Inc in Denver, CO, holding a Series 65 designation with one year of industry experience. Prior to joining GHP, he worked in various roles across different sectors including logistics and hospitality. GHP Investment Advisors Inc provides discretionary and non-discretionary investment supervisory services, individual portfolio management, and comprehensive financial planning to individuals, pension plans, charitable organizations, and businesses. The firm employs a fundamental analysis approach with a generally long-term investment orientation and also manages private limited-partnership funds focused on international and Israeli securities.

Michelle Mills is a financial advisor at Israel Investment Advisors, LLC with 12 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at GHP Investment Advisors, Kummer Financial Strategies, and FIDELITY Brokerage Services LLC. Israel Investment Advisors, LLC manages approximately $46 million for high-net-worth individuals and institutional clients, focusing on Israeli securities through discretionary and non-discretionary portfolio management and financial planning. The firm emphasizes fundamental analysis and long-term investments in Israeli stocks and bonds, while also managing a private investment partnership as a general partner.

Colson Ryan is a Series 65 credentialed advisor with GHP Investment Advisors Inc in Denver, CO, beginning his tenure in 2025. His background includes roles at the University of Colorado Law School and experience in the hospitality and retail industries. GHP Investment Advisors provides discretionary and non-discretionary investment supervisory services and comprehensive financial planning to individuals, pension plans, charitable organizations, and businesses. The firm employs fundamental analysis with a long-term purchase orientation and sponsors private limited-partnership funds focused on international and Israeli securities.

Ernesto Montes III is a CFP® and holds a Series 65 license, with nine years of industry experience. He has worked at GHP Investment Advisors Inc since 2019 and was previously with The Fiduciary Group, LLC from 2016 to 2019. Ernesto is based in Denver, CO. GHP Investment Advisors, Inc. provides investment supervisory services, financial planning, and pension consulting to individuals, including high-net-worth clients, as well as to pension plans, pooled vehicles, charities, and businesses. The firm employs fundamental analysis with a long-term orientation and manages private limited-partnership funds focused on international and Israeli securities.

Carla Kutnick is a financial advisor at GHP Investment Advisors Inc in Denver, CO, holding a Series 65 designation with one year of industry experience. Before joining GHP Investment Advisors in 2023, she worked at Imprint Events from 2018 to 2022. GHP Investment Advisors provides discretionary and non-discretionary investment supervisory and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, and other pooled investment vehicles. The firm employs a team approach and a fundamental analysis-driven investment process, often starting with financial planning to tailor portfolios to client needs.

Robert Sutphin is a financial advisor at Israel Investment Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at GHP Investment Advisors and SS&C Technologies. Israel Investment Advisors, LLC manages approximately $46 million for high-net-worth individuals and institutional clients, focusing on Israeli securities through discretionary and non-discretionary portfolio management and financial planning. The firm employs a fundamental analysis approach centered on long-term investments in Israeli stocks and bonds and serves as general partner of a private investment partnership.

Makenna Herbert is a financial advisor at GHP Investment Advisors Inc in Denver, CO, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining GHP Investment Advisors, she worked at Charles Schwab & Co., Inc. and has a diverse background including roles outside of finance. GHP Investment Advisors provides discretionary and non-discretionary investment supervisory services, financial planning, and consulting to individuals, pension plans, charitable organizations, and businesses. The firm employs fundamental analysis with a long-term approach and manages private funds, including those focused on international and Israeli securities, as part of its multi-team advisory services.

Brian Friedman is a CFA® charterholder with 26 years of industry experience. He has been with GHP Investment Advisors Inc in Denver, CO since 1999. Friedman also serves as president of Israel Investment Advisors, an affiliated advisor of GHP Investment Advisors. GHP Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension plans, charitable organizations, and other pooled investment vehicles. The firm employs a team approach to portfolio management, typically beginning relationships with financial planning and using fundamental analysis focused on longer-term equity and fixed-income holdings.