Inventa Wealth Advisors

Advisors

Stephen Williams

Stephen Williams

Financial Advisor

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

Travis Kell

Private Wealth Advisor

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

Jason Collier

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Jason Collier's website
Stephen Tate

Stephen Tate

Financial Advisor

Visit Stephen Tate's website
Blair Perry

Blair Perry

Financial Advisor

Visit Blair Perry's website
Janet Williams

Janet Williams

Financial Advisor

Visit Janet Williams's website

Team

Chalise R. Westenskow

Chalise R. Westenskow

Financial Planning Specialist

Michelle Vuksinick

Michelle Vuksinick

Client Relationship Manager

Roles & Responsibilities

  • Registered Representative
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Rachel Rush

Rachel Rush

Client Service Specialist

Tiffany Mounteer

Tiffany Mounteer

Client Service Manager,

Administrative Assistant