meet your

We’re Your Personal CFO To Help You Reach Financial Freedom, Faster.

The People Who Are Making Money Work For People

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.

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.

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.

OUR CORE VALUES

Since inception, it has been our mission to educate, guide and counsel people toward reaching their full financial potential. Specializing in wealth building, we help protect your life’s work, grow your wealth, and sustain your legacy.

Dream Team Image
your

dream team

ADVISORS

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

STAFF

Lloyd Easters

Lloyd Easters

Integrator

Dipen Mehta, AIF®, CIMA®

Dipen Mehta, AIF®, CIMA®

Chief Operating Officer

Andrew Renz CFA®, CAIA®

Andrew Renz CFA®, CAIA®

Chief Investment Officer

Eric ‘Ike’ Eicher

Eric ‘Ike’ Eicher

Chief Marketing Officer

Steven Shackelford

Steven Shackelford

Vice President of Qualified Plans

Nicki Gliot

Nicki Gliot

Advisor Services Manager

Parker Reiff

Parker Reiff

Private Equity Analyst

Emily McConnell

Emily McConnell

Insurance Operations Manager

Katie Luke

Katie Luke

Client Relationship Specialist

Nate White

Nate White

Investment Operations Manager

Alex Heck

Alex Heck

Investment Operations Specialist

Christina Mitcham

Christina Mitcham

Executive Assistant & Onboarding Manager

Eric Hahn CFP®, CPFA®

Eric Hahn CFP®, CPFA®

Investment & Retirement Solutions Manager

Doug Freeman

Doug Freeman

Advisor Service Specialist

Cindy Zint

Cindy Zint

Cathy Berghoff, FPQP®

Cathy Berghoff, FPQP®

Certified Paraplanner

Polina Artemeva

Polina Artemeva

Administrative Assistant

Melody Guzman

Melody Guzman

Paraplanner

Braden Hill

Braden Hill

Client Services Associate

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financial FREEDOM

BEGINS HERE