Staff

Braden is originally from Jacksonville, FL, but now lives in Lakeland after moving there for college. He was a student athlete at Florida Southern College where he played for the men’s soccer team. His time in college gave him the ability to learn and work with a variety of different people from different backgrounds that has helped him understand the importance of truly valuing each person you meet. He has been a part of many different volunteering projects and his internship experience with Invst has given him the outlook that helping anyone as best as he can is his true passion!

Polina is our Marketing Assistant with a strategic and creative focus, sharp eye for detail, and a passion for keeping things running smoothly. Originally from Russia and a proud graduate of Arizona State University, she brings global perspective and serious organizational skills to the team. Whether coordinating social media schedules or tackling the day’s to-do list, Polina keeps calm, stays collected, and always adds a touch of creativity to the mix. 

Meet Cindy

Throughout my career, I have always put the client first and valued my customers. The mission is to listen, understand, and provide each person with the unique set of services they not only need but deserve.

We empathize with our client’s busy schedules and the stress that comes with trying to plan for our financial future. We are here to ease those worries with personalized services that are crafted to help our clients maximize their financial potential. Ultimately, the goal is simple. We want our clients to live their best lives, and we truly believe that their success is our success too.

As Business Administrator, Cathy is a Certified Financial Paraplanner Qualified Professional (FPQP™) with extensive experience in management, event planning, training and instruction. She has a degree in Journalism from Ball State University/Indiana State University.

Cathy and her husband, Patrick, have been married for 30 years and have raised three children. Her personal passion is the safety of children. As co-founder of a child advocacy center and trained child forensic interviewer, she has served as a body safety educator and child advocate.

Puja was born in Nepal and moved to the United States when she was nine years old. She earned her Bachelor of Science in Management Information Systems from Iowa State University and has worked across financial institutions in compliance, technology, auditing, and mortgage loan origination. Puja was involved in the Finance and Information Systems club at Iowa State University. She’s passionate about combining finance and technology to improve workflows and enhance efficiency in the financial industry. In her free time, Puja enjoys spending time with close friends and family, hiking, visiting the beach, relaxing by the pool, cooking, and binge-watching her favorite shows.  

Doug is originally from Michigan where he earned his bachelor’s degree in communications with a minor in History from Albion College. While at Albion, he played football and stayed active through coaching and training. He’s easygoing and approachable, yet naturally competitive which serves him well in his role as an Advisor Service Specialist. Douglas supports our paraplanning and operations team with insurance-related duties, maintaining accurate client information, and managing task creation and follow up for insurance workflows.  

Eric is a retirement plan specialist with over a decade of experience helping employers build smart, compliant, and future-ready 401(k) plans. He works closely with business owners and plan sponsors to simplify fiduciary responsibilities, optimize plan design, and drive better outcomes for participants. Eric is also passionate about personal financial wellness, believing in the power of small, intentional decisions—Control what you can. Optimize what you have. A graduate of Bucknell University, and a CFP® & CPFA® designation holder, Eric combines industry expertise with a personal commitment to financial health, guiding clients toward greater clarity, confidence, and long-term freedom. 

With a degree from Purdue University and a strong foundation in both executive operations and luxury management, Christina brings a unique blend of high-level organization and personalized client service to every interaction. Her background has reinforced her commitment to service – where attention to detail, discretion, and excellence are essential. Christina is known for her calm and approachable style. Whether she’s supporting senior leadership or creating memorable experiences for clients, her goal is always the same: deliver excellence with a personal touch.  

Alex was born and raised on the southside of Indianapolis. He attended Saint Leo University just north of Tampa where he studied economics while playing collegiate golf. He was a member of the Economics Club and also served on the Student-Athlete Advisory Committee. He later completed his master’s degree in Business Analytics at the University of Notre Dame. 
 
He has always been deeply interested in business, finance, and investing. He is passionate about data-driven decision-making and leveraging machine learning to improve business processes. 
 
In his free time, he enjoys playing golf, spending time with friends and family, and listening to music. He is a proud Notre Dame football fan and a loyal supporter of the Tampa Bay Buccaneers. 

Nate has more than a decade of experience working with high-net-worth clientele over his career. He has instilled a focus on the fundamentals executed at an exceptional level. A relentless focus on the details that drive client results is what motivates him to get after it every day. He loves all aspects of portfolio construction, execution, and continual improvement. While not working, he likes to spend family time at the pool, lake, or any other body of water, enjoying boating, wakeboarding, and skiing. 

Katie joined as a member of the Scott Jarred team in 2022. As our Client Relationship Specialist, she’s the friendly face making sure every detail of your financial journey is handled with care and precision. Beyond that, Katie supports our financial advisors behind the scenes as a paraplanner, helping turn your goals into clear, actionable plans.

Katie earned her Certified Financial Planner Qualified Professional (FPQP) credential and holds a degree from Indiana University. With over 20 years in the financial world, she’s passionate about helping people uncover their “why” — that meaningful reason behind every financial goal.

At home in McCordsville, Katie and her husband embrace the simple joys of life—cheering on their favorite IU Basketball team, catching games and concerts, and soaking up the outdoors with their two kids. She knows how important family is and is here to help you create financial confidence for yours.