Advisors

Within our team, you’ll find entrepreneurs, right-brained creative dreamers, left-brained data crunchers, administrative amplifiers, and client service extraordinaires. All of us have a different unique ability in which we excel and apply our talents to make Invst a better company. All of us are bound by the passion to make a positive impact in people’s lives.

Meet the INVST Team

Since inception it has been our mission to educate, guide and counsel people toward reaching their full financial potential. Specializing in full-service wealth management, we help protect your life’s work, grow your wealth, and sustain your legacy. In short, we’ve made comprehensive financial life management available to you directly. We also offer valuable solutions for improving specific parts of your financial life. Great ideas come from all different kinds of life experiences and expertise.

Scott Jarred, CFP®, CEPA®
Founder | CEO
Justin Brammer
Financial Advisor
Branden Bunch
Co-Founder
Phillip Clark
Financial Advisor
Chris Condle, CFP®, CEPA®
Partner
Tom Cudahy, CFP®, MBA
Financial Advisor
Debbi Darchi, CFP®, Registered Social Security Analyst
Personal CFO
Tim Hays
Personal CFO
Ryan Hoch, CFP®
Financial Advisor
Jonathan McCarty, CFP®
Partner
Amanda Oakley, CFP®, CEPA®
Financial Advisor
Josh Peters
Financial Advisor
Kristina Rodriguez
Personal CFO
Joel Thornton Jr.
Financial Advisor
Donald Thomas
Personal CFO
Geoff Thomas
Personal CFO

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