Inventa Wealth Advisors

Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



Advisors

Jason Collier, Private Wealth Advisor serving the Sandy, UT area - Ameriprise Advisors

Jason Collier

CFP®, ChFC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Jason Collier's website
Travis Kell, Private Wealth Advisor serving the Sandy, UT area - Ameriprise Advisors

Travis Kell

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Travis Kell's website
Stephen Williams, Financial Advisor serving the Sandy, UT area - Ameriprise Advisors

Stephen Williams

CFP®, APMA®, CKA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Stephen Williams's website
Stephen Tate, Financial Advisor serving the Sandy, UT area - Ameriprise Advisors

Stephen Tate

APMA®

Financial Advisor

Visit Stephen Tate's website
Blair Perry, Financial Advisor serving the Sandy, UT area - Ameriprise Advisors

Blair Perry

APMA®

Financial Advisor

Visit Blair Perry's website
Janet Williams, Financial Advisor serving the Sandy, UT area - Ameriprise Advisors

Janet Williams

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Janet Williams's website
Chalise R Westenskow, Financial Advisor serving the Sandy, UT area - Ameriprise Advisors

Chalise R Westenskow

CFP®, APMA®, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Chalise R Westenskow's website

Team

Michelle Vuksinick

Michelle Vuksinick

Client Relationship Manager

Qualifications

  • Registered Representative
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Rachel Rush

Rachel Rush

Client Service Specialist

Tiffany Mounteer

Tiffany Mounteer

Client Service Manager,

Administrative Assistant