meet your

Dream Team Background

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.

Dream Team Image

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.

Dream Team Image
your

dream team

Lloyd Easters

Lloyd Easters

Integrator

Josh Hauser

Josh Hauser

VP

Dipen Mehta, AIF®, CIMA®

Dipen Mehta, AIF®, CIMA®

Chief Operating Officer

Steven Shackelford

Steven Shackelford

Vice President of Qualified Plans

Chris Unger

Chris Unger

Chief Tinkerer

Andrew Renz CFA®, CAIA®

Andrew Renz CFA®, CAIA®

Chief Investment Officer

Jeff Neidlinger

Jeff Neidlinger

Manager, Marketing and Events

Nicki Gliot

Nicki Gliot

Advisor Services Manager

Cindy Zint

Cindy Zint

Emily McConnell

Emily McConnell

Insurance Operations Manager

Parker Reiff

Parker Reiff

Private Equity Analyst

Audrey Tedford

Audrey Tedford

Investment Operations Specialist

Matt Hasbrook

Matt Hasbrook

Business Development

Nate White

Nate White

Investment Operations

Cathy Berghoff, FPQP®

Cathy Berghoff, FPQP®

Certified Paraplanner

Deedra Lewis, FPQP®

Deedra Lewis, FPQP®

Executive Assistant

Katie Luke

Katie Luke

Client Relationship Specialist

Melody Guzman

Melody Guzman

Paraplanner

Polina Artemeva

Polina Artemeva

Administrative Assistant

Christina Mitcham

Christina Mitcham

Executive Assistant & HR Manager

Favicon

financial FREEDOM

BEGINS HERE