Our Team

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.

Advisors

Travis Kell

Private Wealth Advisor, Senior Partner (CFP®, APMA™)

(801) 569-4863

travis@inventawealth.com

Stephen Williams

Private Wealth Advisor, Senior Partner (CFP®, APMA™)

(801) 947-3307

stevew@inventawealth.com

Jason Collier

Private Wealth Advisor, Senior Partner (CFP®, ChFC®, APMA™)

(801) 590-2029

jason@inventawealth.com

Stephen Tate

Private Wealth Advisor, Senior Partner (APMA™)

(801) 569-4873

stevetate@inventawealth.com

Blair Perry

Private Wealth Advisor, Certified Divorce Financial Analyst (CFP®, CDFA®, APMA™)

(385) 237-1923

blair@inventawealth.com

Chalise R Westenskow

Private Wealth Advisor, Certified Divorce Financial Analyst (CFP®, CDFA®, APMA™)

(801) 569-4864

chalise@inventawealth.com

Team

Michelle Vuksinick

Client Relationship Manager (APMA™)

801.590.2029

michelle@inventawealth.com

Tiffany Mounteer

Client Relationship Manager (ChFC®, APMA™)

(801) 569-4872

tiffany@inventawealth.com

Courtney Fischer

Client Service Specialist

(385) 237-1920

courtney@inventawealth.com