Staff

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.

Emily is the Insurance Operations Manager at Invst, where she manages financial advisors’ life, disability, and long term care insurance new business and servicing. With six years of experience at Invst, she has developed a comprehensive understanding of the financial industry. Emily holds her Life, Health, and Long-Term Care insurance license, and is a Financial Paraplanner Qualified Professional (FPQP®), equipping her with valuable expertise in financial planning and client support.

Before her career in finance, Emily graduated from IUPUI with a degree in education and transitioned from coaching competitive gymnastics to the financial world. Her diverse background provides a unique perspective on team collaboration and operational efficiency.

Outside of work, Emily enjoys spending time with her husband, Eric, and their two young daughters, Emery (3) and Pepper (1). Her ability to balance the demands of family life with her professional responsibilities showcases her strong multitasking and leadership skills.

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.

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.

Ike’s almost three decades career includes branding, messaging, and positioning experience with nationally known brands plus work in PR, internal comms, employer engagement and branding, video production, scripting, and directing, and diversity initiatives. His diverse career has enabled him to market just about everything. From jobs to slinging burgers to high profile auto racing, he’s interacted with small and big companies, high profile athletes, C-level executives, and everyone in between. Quality, honesty and fun matter most when it comes to his relationship with peers and clients.

A dedicated husband and dad to two kids, Ike recognizes that family is everything. He is a fourth degree black belt in taekwondo and a first degree black belt in the Superfoot System. He still teaches and competes so if he’s not watching football or spending time with his family, you’ll find him on the mats at the dojo, sparring and flying around.

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.

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

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.