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®

Scott Jarred, CFP®, CEPA®

Founder | CEO

Amanda Oakley, CFP®, CEPA®

Amanda Oakley, CFP®, CEPA®

Personal CFO

Josh Peters, CFP®

Josh Peters, CFP®

Financial Advisor

Branden Bunch, CHFC®, CLU®

Branden Bunch, CHFC®, CLU®

Co-founder

Justin Brammer

Justin Brammer

Financial Advisor

Geoff Thomas

Geoff Thomas

Personal CFO

Ryan Hoch, CFP®

Ryan Hoch, CFP®

Financial Advisor

Phillip Clark

Phillip Clark

Financial Advisor

Tom Cudahy, CFP®, MBA

Tom Cudahy, CFP®, MBA

Financial Advisor

Joel Thornton Jr.

Joel Thornton Jr.

Financial Advisor

Debbi Darchi, CFP®

Debbi Darchi, CFP®

Personal CFO

Bri Madren

Bri Madren

Certified Financial Planner®

Tim Hays, CFS, ECA

Tim Hays, CFS, ECA

Personal CFO

Donald Thomas

Donald Thomas

Personal CFO

Ryan Averett, CFP®

Ryan Averett, CFP®

Personal CFO

Stephanie Ashley

Stephanie Ashley

Personal CFO

Eddie Gill

Eddie Gill

Personal CFO