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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.

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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.

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your

dream team

ADVISORS

Scott Jarred, CFP®, CEPA®

Scott Jarred, CFP®, CEPA®

Founder | CEO

Chris Condle, CFP®, CEPA®

Chris Condle, CFP®, CEPA®

Partner

Amanda Oakley, CFP®, CEPA®

Amanda Oakley, CFP®, CEPA®

Financial Advisor

Josh Peters, CFP®

Josh Peters, CFP®

Financial Advisor

Jonathan McCarty, CFP®

Jonathan McCarty, CFP®

Partner

Branden Bunch, CHFC®, CLU®

Branden Bunch, CHFC®, CLU®

Co-founder

Justin Brammer

Justin Brammer

Financial Advisor

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

Debbi Darchi, CFP®

Debbi Darchi, CFP®

Personal CFO

Bri Madren

Bri Madren

Certified Financial Planner®

Tim Hays, CFS, ECA

Tim Hays, CFS, ECA

Personal CFO

Ryan Bradley

Ryan Bradley

Financial Advisor

Ryan Averett

Ryan Averett

Personal CFO

Stephanie Ashley

Stephanie Ashley

Personal CFO

Eddie Gill

Eddie Gill

Personal CFO

STAFF

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

Camryn Olson

Camryn Olson

Assistant Financial Advisor

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financial FREEDOM

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