Staff
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.

Founder | CEO

Human Resources and Compliance

Certified Paraplanner

Financial Advisor

Paraplanner

Chief Investment Officer

Retirement Services Manager

Advisor Services Manager

Technology Support Engineer

Paraplanner

Business Development

VP

Front Desk Administrator

Client Relationship Manager

Director of Investment Operations

Paraplanner

Insurance Operations Coordinator

Chief Operating Officer

Financial Advisor

Financial Advisor

Private Equity Analyst

Front Desk Administrator

Paraplanner

Paraplanner

Chief Tinkerer

Executive Assistant | Client Relations