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.

Scott Jarred, CFP®, CEPA®
Founder | CEO

Cathy Berghoff, FPQP™
Certified Paraplanner

Ryan Bradley
Financial Advisor

Blake Bunch
Paraplanner

Lloyd Easters
Chief Investment Officer

Barbara Dugan
Retirement Services Manager

Nicki Gliot
Advisor Services Manager

Jared Green
Technology Support Engineer

Alyssa Grubb
Marketing Specialist

Melody Guzman
Paraplanner

Matt Hasbrook
Business Development

Josh Hauser
VP

Hailey Knight
Investment Operations

Liz Koon
Client Relationship Manager

Jasmine Lewis
Director of Investment Operations

Deedra Lewis
Paraplanner

Emily McConnell
Insurance Operations Coordinator

Dipen Mehta, AIF®, CIMA®
Chief Operating Officer

Amanda Oakley, CFP®, CEPA®
Financial Advisor

Josh Peters, CFP®
Financial Advisor

Parker Reiff
Private Equity Analyst

Sianna Scott
Front Desk Administrator

Kristina Shackelford
Paraplanner

Steven Shackelford
Vice President of Retirement Sales

Debbie Todd
Paraplanner

Chris Unger
Chief Tinkerer

Heather Vizino
Executive Assistant | Client Relations