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.


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

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Advisors

Jason Collier

CFP®, ChFC®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Jason Collier's website

Travis Kell

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Travis Kell's website

Stephen Williams

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Stephen Williams's website

Stephen Tate

Financial Advisor

Visit Stephen Tate's website

Blair Perry

CFP®, APMA, CDFA®

Financial Advisor

Certified Divorce Financial Analyst
Visit Blair Perry's website

Janet Williams

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Janet Williams's website

Chalise R Westenskow

CFP®, APMA

Financial Advisor

Visit Chalise R Westenskow's website


Team

Michelle Vuksinick

Michelle Vuksinick

Client Relationship Manager

Qualifications

  • Registered Representative
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Brooke DeMasters

Brooke DeMasters

Client Service Specialist

Tiffany Mounteer

Tiffany Mounteer

Client Service Manager,

Administrative Assistant

Qualifications

  • APMA

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