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 financial management services. His seasoned, wise counsel coupled with his genuine care for his clients’ well-being differentiates him among other advisors.

David has over twenty-five years of experience in a diversified background of financial planning, investment oversight, 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^®) designation 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.

Jennifer Wing supports Sound Investment Management by leading investment strategy and solutions through her role as Chief Investment Officer and Head of Investment Solutions at GeoWealth, an independent partnering firm. With extensive experience across investment management and wealth solutions, Jennifer plays a key role in ensuring that Sound Investment Management's clients benefit from a robust and flexible investment platform. 

Jennifer also serves as Chair of GeoWealth's Investment Committee, overseeing the broad range of investment offerings and ensuring clients receive top-tier expertise. She draws on over 15 years of experience at J.P. Morgan, where she held various roles in wealth management, including investment manager due diligence, digital product development, strategy, operations, and sales. 

Jennifer earned her MBA from The Wharton School at the University of Pennsylvania and a BS in Finance from The Smeal College of Business at The Pennsylvania State University. She also holds a Series 65 license.

Charles Staples supports Sound Investment Management by generating and executing trades, leveraging his extensive experience in portfolio management for institutional and private clientele. His expertise in rebalancing, reviewing, and optimizing trades ensures efficient and precise portfolio management.

As Investment Solutions Manager at GeoWealth, an independent firm partnering with Sound Investment Management, Charles focuses on streamlining trading procedures to enhance efficiency, accuracy, and risk management. Previously, he served as a Trader/Analyst at First Ascent Asset Management, now part of GeoWealth.

Charles holds a Bachelor of Science from the University of Central Florida and a Series 65 license. A lifelong learner, he is passionate about improving lives through his work. Outside the office, he enjoys hiking and kayaking.