Inventa Wealth Advisors

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


close

Team photo for Inventa Wealth Advisors
Team photo for Inventa Wealth Advisors

View Larger


Advisors

Advisor photo for Blair Perry

Blair Perry

CFP®, APMA, CDFA®

Financial Advisor

Certified Divorce Financial Analyst
Visit Blair Perry's website
Advisor photo for Travis Kell

Travis Kell

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Travis Kell's website
Advisor photo for Jason Collier

Jason Collier

CFP®, ChFC®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Jason Collier's website
Advisor photo for Stephen Williams

Stephen Williams

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Stephen Williams's website
Advisor photo for Stephen Tate

Stephen Tate

APMA

Financial Advisor

Visit Stephen Tate's website
Advisor photo for Janet Williams

Janet Williams

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Janet Williams's website
Advisor photo for Chalise R Westenskow

Chalise R Westenskow

CFP®, APMA, CDFA®

Financial Advisor

Certified Divorce Financial Analyst
Visit Chalise R Westenskow's website


Team

Michelle Vuksinick

Michelle Vuksinick

Client Relationship Manager

Tiffany Mounteer

Tiffany Mounteer

Client Service Manager,

Administrative Assistant

Qualifications

  • APMA

View more