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

Certified Paraplanner

Chief Investment Officer

Operations Manager

Investment Operations Specialist

VP

Director of Investment Operations

Administrative Assistant/ Life Insurance

Paraplanner

Chief Tinkerer

Executive Assistant | Client Relations