Inventa Wealth Advisors

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Jason Collier

Jason Collier

CFP®, ChFC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Jason Collier's website
Travis Kell

Travis Kell

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Travis Kell's website
Stephen Williams

Stephen Williams

CFP®

Financial Advisor

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

Stephen Tate

Financial Advisor

Visit Stephen Tate's website
Blair Perry

Blair Perry

APMA®

Financial Advisor

Visit Blair Perry's website
Janet Williams

Janet Williams

CFP®, APMA®

Financial Advisor

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

Chalise R Westenskow

CFP®, APMA®

Financial Advisor

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

Team

Michelle Vuksinick

Michelle Vuksinick

Client Relationship Manager

Qualifications

  • Registered Representative
View more
Rachel Rush

Rachel Rush

Client Service Specialist

Tiffany Mounteer

Tiffany Mounteer

Client Service Manager,

Administrative Assistant