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
Paraplanner
Certified Paraplanner
Paraplanner
Chief Investment Officer
Investment Operations Specialist
Technology Support Engineer
Operations Manager
VP
Front Desk Administrator
Client Relationship Manager
Director of Investment Operations
Paraplanner
Administrative Assistant | Life Insurance
Chief Operating Officer
Client Relationship Specialist
Financial Advisor
Financial Advisor
Paraplanner
Chief Tinkerer
Executive Assistant | Client Relations
Investment Operations Manager