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

Branden Bunch, CHFC®, CLU®

Branden Bunch, CHFC®, CLU®

Co-founder

Amanda Oakley, CFP®, CEPA®

Amanda Oakley, CFP®, CEPA®

Personal CFO

Josh Peters, CFP®

Josh Peters, CFP®

Personal CFO

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

Kristina Rodriguez

Kristina Rodriguez

Personal CFO

Debbi Darchi, CFP®

Debbi Darchi, CFP®

Personal CFO

Bri Madren

Bri Madren

Certified Financial Planner®

Ryan Averett, CFP®

Ryan Averett, CFP®

Personal CFO

Eddie Gill

Eddie Gill

Personal CFO

Joe Hart

Joe Hart

Personal CFO

Ethan Aguilar

Ethan Aguilar

Personal CFO

James Barnash

James Barnash

Personal CFO

Parker Snead

Parker Snead

Personal CFO

Kyle Riddle

Kyle Riddle

Financial Advisor