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. 

Lloyd Easters

Lloyd Easters

Integrator

Josh Hauser

Josh Hauser

I4B

Dipen Mehta, AIF®, CIMA®

Dipen Mehta, AIF®, CIMA®

Chief Operating Officer

Steven Shackelford

Steven Shackelford

Vice President of Qualified Plans

Chris Unger

Chris Unger

I4B

Andrew Renz CFA®, CAIA®

Andrew Renz CFA®, CAIA®

Chief Investment Officer

Jeff Neidlinger

Jeff Neidlinger

Manager, Marketing and Events

Nicki Gliot

Nicki Gliot

Advisor Services Manager

Cindy Zint

Cindy Zint

Emily McConnell

Emily McConnell

Insurance Operations Manager

Parker Reiff

Parker Reiff

Private Equity Analyst

Audrey Tedford

Audrey Tedford

Trading and Billing Manager

Matt Hasbrook

Matt Hasbrook

Business Development

Nate White

Nate White

Investment Operations Manager

Cathy Berghoff, FPQP®

Cathy Berghoff, FPQP®

Certified Paraplanner

Deedra Lewis, FPQP®

Deedra Lewis, FPQP®

Executive Assistant

Katie Luke

Katie Luke

Client Relationship Specialist

Melody Guzman

Melody Guzman

Paraplanner

Polina Artemeva

Polina Artemeva

Administrative Assistant

Christina Mitcham

Christina Mitcham

Executive Assistant & Onboarding Manager