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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

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 Retirement Sales

Chris Unger

Chris Unger

Chief Tinkerer

Andrew Renz

Andrew Renz

Director of Investments

Heather Vizino

Heather Vizino

Executive Assistant | Client Relations

Jeff Neidlinger

Jeff Neidlinger

Manager, Marketing and Events

Barbara Dugan

Barbara Dugan

Retirement Services Manager

Nicki Gliot

Nicki Gliot

Advisor Services Manager

Emily McConnell

Emily McConnell

Insurance Operations Coordinator

Parker Reiff

Parker Reiff

Private Equity Analyst

Audrey Wilson

Audrey Wilson

Investment Operations Specialist

Matt Hasbrook

Matt Hasbrook

Business Development

Cathy Berghoff, FPQP™

Cathy Berghoff, FPQP™

Certified Paraplanner

Deedra Lewis

Deedra Lewis

Paraplanner

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

BEGINS HERE