Staff

Nicki is a member of the Investment and Operations Team. Nicki joined the team in 2018 where she started at the front desk and quickly embraced the culture and attitude at Invst. Her goal everyday is to provide first-class service to all clients, the highest level of effort in everything she does and a positive attitude that many have called infectious. She graduated from the University at Buffalo in 2013 where she was a part of the Women’s Basketball Team while majoring in Business Management and Marketing. In high school, Nicki played for the Bath Wildkittens, the all-time winningest girls basketball program in the state of Ohio, set the school record for most 3-pointers and graduated top-20 all-time in the state in made 3-pointers.

Nicki and her husband Dan reside in Fishers with their energetic and wild one-year old Rex, who is already planning to follow in his mother’s footsteps as a basketball sensation…once he’s out of diapers. She was born and raised in Lima, Ohio where she returns to enjoy supper and driving down the main drag.

Andrew is a Charter holder of the CFA Institute, CAIA Association, and FDP Institute with 12+ years of institutional advisory experience. He works directly with the advisory team in all aspects of the investment process, including the portfolio management, asset class selection, due diligence, and financial analysis of companies. He also supports risk management, client & advisor meetings.

Steven has over 35 years of experience working with Small Business Owners and CPAs focused on the Retirement Plan business space.  Throughout that time, he has held Individual Contributor Senior Operations and Sales positions,  Retirement Plan Sales Leadership responsibilities, and National Business Development and Consulting duties.

As Vice President of Qualified Plans, Steven’s objective is to assist business owners and CPAs in navigating the seemingly complex world of retirement plans, making them simple to understand and administer.  To achieve this primary objective, Steven will leverage his expertise of retirement plan design as well as industry partnerships and resources, to highlight tax savings strategies, reduced fiduciary responsibility, and create an essential financial wellness education program on behalf of all employees that will allow them to live the life they want.

Steven enjoys spending time with his wife Kristina (High School Sweetheart), and their daughters Brianna and Gabi. His hobbies include automobiles, coaching football, and snow skiing.

Dipen Mehta is an AIF®, CIMA®, Lean Six Sigma Blackbelt, focused leader with 15+ years of experience finding innovative ways to grow people, revenue and scale organizations. Well-versed in operations, technology, human resources, budgets, compliance, risk management, portfolio management and building lasting relationships with vendors, team members, clients and partners. Ability to drive growth and opportunity in Registered Investment Advisor space. I strive to help team members grow, develop and perform as high as possible.

Dipen built his own broker-dealer with a joint back office that provided liquidity, proprietary trading, and market-making on exchanges such as the Chicago Board Options Exchange, Chicago Mercantile Exchange, International Securities Exchange, NYSE/ARCA, NASDAQ, and other leading exchanges. He was one of the first persons to trade options electronically.

Dipen has a Master of Science in Financial Mathematics from the University of Chicago as well as three bachelors’ degrees in computer science, economics, and business administration with a concentration in international management from Boston University. Dipen has also completed Executive Education at Yale School of Management. He holds Series 63 and 65 licenses as well as Accredited Investment Fiduciary®, Certified Investment Management Analyst®, & Lean Six Sigma Black Belt.

Things You Must Know About Dipen

Ran his proprietary, self-owned company for 18 years
Enjoys scaling businesses and creating value for advisors
Fun Facts

Loves to play basketball
Has a black belt in Take Kwon Do
Volunteers with MyEdge Hockey, a youth sports organization

“I believe in reading a quote each and every day and try to live by three simple goals:

Reach one person everyday
Teach one person everyday
Eliminate one obstacle everyday

Reach. A simple mission to reach people where they are in their respective businesses or life practices means I do not go to work; I go to purpose.  Each of us has a vision, a talent, and an opportunity to make an impact in the world.  My driving force is identifying these “uniques” and putting them to action. Whether installing an operating system in your business or unlocking the secrets to your practice, I utilize rules, tools, and disciplines to accelerate your optimal success and deserved bigger future.

Teach. Sharing information through effective instruction is a gift. Teaching, coaching, and facilitating is founded in the simplification of knowledge, processes, and disciplines necessary to control one’s destiny.  My Maker has gifted me the ability to help others discover wisdom and achieve mastery through guided repetition of action. That gift requires transferring knowledge in an easily retrievable, receivable, and enjoyable fashion.  Whereas reaching people is my drive, teaching and mentoring is the vehicle that provides the shine to my soul.  Driving results whilst maintaining peace and control has elevated many to new-found freedoms in life and business.

Eliminate. Many times, we exhaust our energy building who we want to be. Yet, I have found most of those journeys start with who and what we are not.  “Stinking thinking” and the absence of processes or mentorship are the barriers and obstacles in our businesses, practices, and lives.  Discovering those dangers is a skill in itself; we need a proven process and coach who will guide us to simple and effective resolutions. This takes intentionality. Open and honest conversations with proven systems unblock opportunities hidden behind mental, physical, and often psychological barriers. I sit side by side with those I serve and tackle the steps necessary to eliminate roadblocks and unlock a clear path to freedom and peace.

As a typical Hoosier growing up in Monticello, Indiana I love to play basketball. Four years of basketball at Saint Joseph’s College instilled a passion for teaching and coaching that I eventually transferred to the business world.”

Josh is has been married for over 23 years to his wife Amanda. With 8 children life revolves around supporting each in everything from football, gymnastics, diving, track, soccer, church groups, and helping with the newest member… the german Shepard Leonitis.

Lloyd is the Integrator for Invst, working extensively with advisors and staff to help them deliver the latest technology, investment insight and world class experience to our clients.

Lloyd is an accomplished business owner, consultant, marketer and investor. He has written several booklets and articles on the topic of investing, business, finance and marketing. He has received several executive education certificates from UCLA, Indiana University and others, and has served on a handful of company boards.

He completed his Master’s Degree at Butler University, and his Bachelor of Science in Marketing at the University of Alabama at Birmingham.