Carolyn earned a degree in Personal Financial Planning from Baylor University and is a CERTIFIED FINANCIAL PLANNER™ professional. As a member of the Financial Planning Association, she has served on the national Chapter Leadership Resource Council and chaired and served on numerous national FPA task forces. She formerly held the positions of Chairman and President of the Houston chapter of the Institute of Certified Financial Planners. Carolyn is also a member of the Houston Estate and Financial Forum and serves on the Houston Revels Board of Directors, a non-profit performing arts organization. She has 23 years of fee-only financial planning experience including service with trust companies in the Houston area.
Paige graduated from Texas A&M University with a degree in finance and holds the CERTIFIED FINANCIAL PLANNER™ certification. Paige's professional experience includes over fourteen years with financial planning firms in Houston and Bryan, Texas. Paige is a member of the Financial Planning Association. She served on the Board of Directors of the Houston Chapter, having held the positions of President and Chairman. Paige currently serves on the FPA Houston Advisory Council and sits on the Board of Directors of the Houston Estate and Financial Forum.
Gary is Founder and President of Hippenstiel Investment Counsel, LLC. He is uniquely qualified to guide the other members of Integra's Investment Committee regarding the economic environment as well as assist with subsequent selections of management styles and investment managers for its recommended investment platform.
For twenty one years Gary served as the Chief Investment Officer for two of Houston's premier private trust companies. He was a pioneer in constructing an open architecture, multi-manager investment program for many of Houston's wealthy families. Foreseeing the need for diversification from volatile trading markets, he led the development of the use of alternative assets in a structured portfolio process over ten years ago.
Gary brings an intensive selection process to Integra's portfolio of recommended mutual funds. He provides insight and oversight to the firm's investment management process. In his prior positions, Gary has interviewed hundreds of prospective asset managers and has served since 1995 as an Independent Trustee to several series trusts of mutual funds comprised of nearly fifty individual funds. Much of that time he has been the Chairman of the Audit and Pricing Committees which has given him special insight into the workings of the mutual fund industry.
Having served many wealthy families for over two decades as a Chief Investment Officer and as a consultant, Gary's goal for clients has always been the real growth of capital after taxes and inflation. However, the experiences of many volatile market cycles have created an equal focus on the preservation of principal during difficult times.