Our Advisors
Expert Guidance You Can Trust
Our certified financial advisors bring deep expertise and personalized attention to every client relationship
Meet Our Advisors
Each of our advisors is committed to the Invst philosophy: educate, guide, and counsel. They bring specialized expertise to help you achieve your unique financial goals.
Robert Anderson
CFP®, CFA
Specialty: Wealth Management
Experience: 20+ years
Lisa Martinez
CFP®, ChFC
Specialty: Retirement Planning
Experience: 15+ years
James Thompson
CFA, MBA
Specialty: Investment Strategy
Experience: 18+ years
Amanda Foster
CFP®, EA
Specialty: Tax Planning
Experience: 12+ years
Christopher Davis
CFP®, CIMA
Specialty: Business Advisory
Experience: 22+ years
Michelle Brown
CFP®, CDFA
Specialty: Estate Planning
Experience: 14+ years
Why Choose an Invst Advisor?
Certified Expertise
All our advisors hold industry-recognized certifications and maintain continuing education.
Personalized Approach
We take time to understand your unique situation, goals, and values.
Fiduciary Standard
We are legally and ethically bound to act in your best interest.
Comprehensive Planning
We look at the complete picture of your financial life, not just investments.
Ready to Get Started?
Schedule a consultation with one of our experienced advisors today
Schedule a Consultation