Inventa Wealth Advisors

Advisors

Stephen Williams

Stephen Williams

CFP®

Financial Advisor

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

Travis Kell

CFP®

Private Wealth Advisor

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

Jason Collier

CFP®, ChFC®, APMA®

Private Wealth Advisor

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

Stephen Tate

Financial Advisor

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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

Roles & Responsibilities

  • Registered Representative
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Rachel Rush

Rachel Rush

Client Service Specialist

Tiffany Mounteer

Tiffany Mounteer

Client Service Manager,

Administrative Assistant