Inventa Wealth Advisors

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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

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Advisors

Advisor photo for Travis Kell

Travis Kell

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Travis Kell'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 Blair Perry

Blair Perry

CFP®, APMA, CDFA®

Financial Advisor

Certified Divorce Financial Analyst
Visit Blair Perry'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 Jason Collier

Jason Collier

CFP®, ChFC®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Jason Collier's website


Team

Tiffany Mounteer

Tiffany Mounteer

Client Service Manager,

Administrative Assistant

Qualifications

  • APMA

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Michelle Vuksinick

Michelle Vuksinick

Client Relationship Manager