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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

Chief Investment Officer

Josh Hauser

Josh Hauser

VP

Dipen Mehta, AIF®, CIMA®

Dipen Mehta, AIF®, CIMA®

Chief Operating Officer

Steven Shackelford

Steven Shackelford

Vice President of Qualified Plans

Chris Unger

Chris Unger

Chief Tinkerer

Andrew Renz CFA®, CAIA®

Andrew Renz CFA®, CAIA®

Director of Investments

Jeff Neidlinger

Jeff Neidlinger

Manager, Marketing and Events

Barbara Dugan

Barbara Dugan

Retirement Services Manager

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

Investment Operations Specialist

Matt Hasbrook

Matt Hasbrook

Business Development

Nate White

Nate White

Investment Operations

Kelley Dearing

Kelley Dearing

Front Desk Administrator

Cathy Berghoff, FPQP®

Cathy Berghoff, FPQP®

Certified Paraplanner

Brandon Cento

Brandon Cento

Director of Group Benefits

Deedra Lewis, FPQP®

Deedra Lewis, FPQP®

Executive Assistant

Katie Luke

Katie Luke

Client Relationship Specialist

Melody Guzman

Melody Guzman

Paraplanner

Debbie Todd

Debbie Todd

Paraplanner