Invst Employee Directory

Q: Who are Invst key employees?

Some of Invst key employees are Kristina Rodriguez , Eric Hahn , Dipen Mehta , Ryan Averett , Ethan Aguilar

Invst corporate office is located in 3625 E 96th St, Indianapolis, Indiana, 46240, United States and has 51-200 employees.

invst llc

invst

Employees by Department

Departments

Number of employees

Finance

Engineering & Technical

Operations

Sales

C-Suite

Marketing

Human Resources

Key Employees of Invst

KR
Kristina Rodri...
Chief Financial Officer, Personal
PhoneEmail
EH
Eric Hahn
Chief Financial Officer, Personal Investment & Man...
PhoneEmail
DM
Dipen Mehta
Chief Operating Officer
PhoneEmail
RA
Ryan Averett
Chief Financial Officer, Personal
PhoneEmail
EA
Ethan Aguilar
Chief Financial Officer, Personal
PhoneEmail
GT
Geoff Thomas
Chief Financial Officer, Personal
PhoneEmail

Invst Global Presence

Location	People at location
North America	11-50
Africa	1-10

Index of contact profiles from Invst

Hundreds of professionals searching for Invst have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

BP
Beth Pals
Email Direct
Manager, Retirement Plan Services
United States , Indiana , Indianapolis

NG
Nicki Gliot
Email Direct
Services Advisor & Manager
United States , Indiana , Indianapolis

JT
Joel Thornton
Email Direct
Financial Advisor
United States , Indiana , Indianapolis

EM
Emily McConnell
Email Direct
Manager, Insurance Operations
United States , Indiana , Indianapolis

LE
Lloyd Easters
Email Direct
Chief Investment Officer
United States , Indiana , Indianapolis

EH
Eric Hahn
Email Direct
Chief Financial Officer, Personal Investment & Manager, Retirement Solutions
United States , Indiana , Indianapolis

JH
Joseph Hart
Email Direct
Financial Advisor
United States , Indiana , Indianapolis

SJ
Scott Jarred
Email Direct
Visionary
United States , Indiana , Indianapolis

CB
Cathy Berghoff
Email Direct
Certified Paraplanner
United States , Indiana , Indianapolis

PR
Parker Reiff
Email Direct
Director, Finance & Corporate Development
United States , Indiana , Indianapolis

KR
Kristina Rodriguez
Email Direct
Chief Financial Officer, Personal
United States , Indiana , Indianapolis

BB
Branden Bunch
Email Direct
Co-Founder
United States , Indiana , Indianapolis

NW
Nathaniel White
Email Direct
Manager, Investment Operations
United States , Indiana , Indianapolis

DM
Dipen Mehta
Email Direct
Chief Operating Officer
United States , Indiana , Indianapolis

KL
Katherine Luke
Email Direct
Client Relationship Specialist
United States , Indiana , Indianapolis

RA
Ryan Averett
Email Direct
Chief Financial Officer, Personal
United States , Indiana , Indianapolis

EA
Ethan Aguilar
Email Direct
Chief Financial Officer, Personal
United States , Indiana , Indianapolis

SS
Steven Shackelford
Email Direct
Vice President of Qualified Plans
United States , Indiana , Indianapolis

MZ
Michael Zotto
Email Direct
Financial Advisor
United States , Indiana , Indianapolis

GT
Geoff Thomas
Email Direct
Chief Financial Officer, Personal
United States , Indiana , Indianapolis

AO
Amanda Oakley
Email Direct
Chief Financial Officer, Personal
United States , Indiana , Indianapolis

PS
Parker Snead
Email Direct
Chief Financial Officer, Personal
United States , Indiana , Indianapolis

KR
Kyle Riddle
Email Direct
Financial Advisor
United States , Indiana , Indianapolis

JP
Joshua Peters
Email Direct
Chief Financial Officer, Personal
United States , Indiana , Indianapolis

AR
Andrew Renz
Email Direct
Chief Investment Officer
United States , Indiana , Indianapolis

123

Former Employees at Invst

Explore people who held key positions, contributed to Invst's success, and advanced their careers.

Megan Doster

Service Associate at Stock Yards Bank & Tru...

Worked as Paraplanner

at Invst (2025-2025)

Direct

Paiton Martin

Senior Financial Analy... at Lowe's Media Network

Worked as Wealth Management Intern

at Invst (2022-2022)

Direct

Beverly Blair

Managing Director & Ch... at NS Capital

Worked as Manager, Investment & Retirement Servicing

at Invst (2025-2026)

Direct

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Senior Accountant at CMID

Worked as Onboarding and Investment

at Invst (2021-2022)

Direct

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Vice President at Strategic Wealth Group

Worked as Registered Representative

at Invst (2012-2018)

Direct

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EOS Implementer at Tomoro

Worked as Vice President, Sales & Marketing

at Invst (2019-2025)

Direct

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Frequently Asked Questions Regarding Invst Employees

How many employees does Invst have?

Invst has 51-200 employees

Who is the CFO of Invst?

Invst’s CFO is Ryan Averett

Who are Invst key employees?

Some of Invst key employees are Kristina Rodriguez, Eric Hahn, Dipen Mehta, Ryan Averett, Ethan Aguilar

Where is Invst located?

Invst’s headquarters are located at 3625 E 96th St, Indianapolis, Indiana, 46240, United States

How do I contact Invst?

Invst Contact Info: Phone number: (317) 202-1891 Website: www.invst.com

What does Invst do?

INVST serves as a personal CFO, helping clients achieve financial freedom through tailored wealth management solutions. They offer a range of services including financial assessments, wealth protection strategies, and business scalability programs. Their target clients are individuals and families seeking simple financial solutions and guidance to... Read More

Is Invst a public company?

Invst is private company therefore does not currently have an official ticker symbol

See more information about Invst Employees