CAROLYN E. DOUGLAS, CFP®

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 over 30 years of fee-only financial planning experience including service with trust companies in the Houston area. In her spare time, Carolyn enjoys traveling and spending time with her three grown step-children and two grandchildren.

Email: cdouglas@IntegraWealthAdvisors.com

GARY E. HIPPENSTIEL

Gary is Founder and President of Hippenstiel Investment Counsel, LLC. He is uniquely qualified to guide the other members of Integra’s investment team 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.

ALICIA PENA

Financial Planning Analyst

Alicia Peña obtained her bachelor's degree in Accounting from the University of Houston where she was a member of the Hispanic Business Student Association. She is currently studying to sit for the CPA exams. Alicia is fluent in Spanish, and her prior experience includes working as a staff accountant at a law firm and a bookkeeper at a local tutoring company. Alicia is a native Houstonian having attended Westside High School. In her spare time, she enjoys running, going to her nephews' soccer games and pursuing artistic endeavors such as drawing.

Email: apena@IntegraWealthAdvisors.com