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

Dipen Mehta, AIF®, CIMA®

Dipen Mehta, AIF®, CIMA®

Chief Operating Officer

Andrew Renz CFA®, CAIA®

Andrew Renz CFA®, CAIA®

Chief Investment Officer

Eric ‘Ike’ Eicher

Eric ‘Ike’ Eicher

Chief Marketing Officer

Steven Shackelford

Steven Shackelford

Vice President of Qualified Plans

Nicki Gliot

Nicki Gliot

Advisor Services Manager

Emily McConnell

Emily McConnell

Insurance Operations Manager

Parker Reiff

Parker Reiff

Director of Finance & Corporate Development

Katie Luke

Katie Luke

Client Relationship Specialist

Nate White

Nate White

Investment Operations Manager

Christina Mitcham

Christina Mitcham

Executive Assistant & Onboarding Manager

Eric Hahn CFP®, CPFA®

Eric Hahn CFP®, CPFA®

Investment & Retirement Solutions Manager

Doug Freeman

Doug Freeman

Advisor Service Specialist

Puja Dhungel

Puja Dhungel

Operations Specialist

Cathy Berghoff, FPQP®

Cathy Berghoff, FPQP®

Certified Paraplanner

Cindy Zint

Cindy Zint

Polina Artemeva

Polina Artemeva

Marketing Assistant

Melody Guzman

Melody Guzman

Paraplanner

Braden Hill

Braden Hill

Client Services Associate

Wayne Seybold

Wayne Seybold

Business Development

Beth Pals

Beth Pals

Retirement Plan Services Manager

Beverly Blair

Beverly Blair

Chief Compliance Office / Director of Human Resources

Favicon

financial FREEDOM

BEGINS HERE