Staff

Anthony Leal is a former Indiana Mr. Basketball and Big Ten scholarship basketball player at Indiana University as well as Kelley School of Business MBA, Finance graduate, and serial entrepreneur with experience spanning real estate, sports tech, NIL consulting and alternative investments. He is a venture-backed founder and real estate investor. Anthony has been featured nationally on Good Morning America, CBS, ESPN, Sports Illustrated, and Fox News, and is an active speaker and mentor across the college athletics and entrepreneurship communities. Anthony joins INVST as Associate Director of INVST Ventures, where he focuses on alternative investments across real estate, private equity, and family office development.”

With more than three decades of experience spanning operations, compliance, and HR management, Beverly has built her career around helping Employers and Employees truly understand and make the most of the benefits available to them. She is energized by the complexity of legal and regulatory matters, and has always welcomed the challenge that comes with navigating a compliance-focused role. What excites her most today is the opportunity to partner closely with the INVST Leadership Team, Advisors and Employees to ensure the firm remains compliant, well‑organized, and in strong standing with regulatory agencies—creating a workplace where both the organization and its people can thrive.

As a Qualified 401k Plan Administrator with over 20 years of experience in the retirement industry, Beth partners closely with sponsors to simplify administration, support fiduciary responsibilities, and create plans that truly work for both employers and participants. Known for her approachable and collaborative style, Beth takes the time to understand each client’s goals, translating complex requirements into clear, practical solutions that drive better outcomes. She holds a degree in Business Marketing from Arizona State University. Outside of work, she enjoys reading, cooking and spending time with family. 

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.