Dedicated to Your Success

David Carlson, President of Sound Investment Management, LLC, is a CERTIFIED FINANCIAL PLANNER™ professional. David is dedicated to giving his clients exceptional wealth management services. His seasoned, wise counsel, coupled with his genuine care for his client’s well-being, differentiates him from other advisors.

David has over twenty-five years of experience in a diversified background of wealth management, investment management, financial planning, retirement planning, tax planning, protection planning, estate planning, philanthropic planning, foundation administration, trust administration, corporate finance, and real estate. He graduated from the University of Southern California Marshall School of Business in Los Angeles, California, where he earned a Master of Business Administration (MBA) degree specializing in finance and investments. He also achieved the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations from The American College of Financial Services. 

As a Certified Kingdom Advisor® (CKA®), biblically-wise financial advice is an important pillar in his practice. David also earned a bachelor’s degree from Moody Bible Institute in Chicago, Illinois. He is a member of the Financial Planning Association (FPA), The National Association of Personal Financial Advisors (NAPFA) and the Fee-Only Network.

Outside of work, David enjoys traveling, outdoor activities, and spending time with his beloved wife and their three children.

Jen Wing is the Chief Investment Officer and Head of Investment Solutions at GeoWealth, an independent partner providing portfolio management services to Sound Investment Management. In this role, she serves as Chair of the Investment Committee at GeoWealth and is responsible for delivering on the broad range of investment needs of clients, ensuring the platform offers access, flexibility, and investment expertise.

Jen draws from 15 years’ experience at J.P. Morgan in various positions in wealth management — from investment manager due diligence to digital product, strategy, operations and sales.

Ms. Wing received her MBA (Masters in Business Administration) from The Wharton School at University of Pennsylvania. She received her BS in Finance from The Smeal College of Business at The Pennsylvania State University. She also holds a Series 65 designation.

Ivo Ivanov, CFA®, CIPM®, serves as Head of Investment Research at GeoWealth, an independent partner providing portfolio management services to Sound Investment Management. Ivo supports the investment program through data analytics and quantitative research and supports further integration of the Investment Solutions business into the platform.

His prior experience includes serving as a Director at TD Ameritrade; as the Chief Portfolio Manager for Amerivest; as Vice President and Director of Research at Bear Stearns Asset Management; and as a Portfolio Manager and Director of Research at O’Shaughnessy Capital Management/Netfolio.

Ivo received a B.S. in Economics from Sofia, Bulgaria, an M.S. in Mathematics and Statistics from Southern Illinois University, and an MBA from Thunderbird -The Gavin School of International Management. He also holds both the Chartered Financial Analyst® (CFA) and the Certificate in Investment Performance Measurement® (CIPM) designations.

Rob Gee, CFA®, is a Senior Portfolio Manager at GeoWealth, an independent partner providing portfolio management services to Sound Investment Management. Rob is responsible for the firm’s internally managed UMAs and models. In this role, he is responsible for asset allocation, developing and implementing Capital Markets Assumptions, and leading the manager selection process to optimize portfolio performance.

Rob draws on his prior experience in the financial services industry including Freedom Advisor, where he served as the Head of Investment Research managing the firm’s UMA models and playing a crucial role in driving investment strategy. Before Freedom Advisors, Rob provided buy-side equity research for AMLP and DTEC ETFs at Alps Inc. and was a research analyst for multi-asset portfolios at Jackson National Life. He also contributed to capital market assumptions and economic outlooks and served as a voting member of the Investment Committee. 

Rob received his MBA from the University of Denver with a concentration in Finance and his B.S. in Accounting and Finance from the University of Colorado at Denver. Rob holds the Chartered Financial Analyst® (CFA) designation.

Charles Staples is an Investment Solutions Manager at GeoWealth, an independent partner providing portfolio management services to Sound Investment Management. Charles explores and researches various investment strategies and procedures that contribute to the investment solutions that are offered to clients.

His prior experience in the financial services industry includes working as a Trade Analyst and Portfolio Administrator for First Wave Financial. Charles then moved to GYL Financial Synergies, serving as a Lead Trade Analyst and Portfolio Administrator. In these roles, Charles rebalanced, reviewed, and executed all trades for institutional and private clientele. He explored investment opportunities, current market conditions and researched for optimal results. He also coordinated with the advisor team to execute complex analysis projects.

Charles received a BS degree from the University of Central Florida. He also holds a Series 65 certification.