Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating our clients so they can grasp personal and business finance. We feel a commitment to our community.

We have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services as we coordinate and facilitate industry professionals (accountants, attorney's, etc.) to simultaneously come together in the development and execution of your strategy. This approach has far-reaching benefits for our clients and will far exceed your expectations.

Executive Leaders

Barry D. Todd, ChFC®, ChFEBC

CEO, Financial Adviser

barry@invictafg.com

Kym Davis

President, Chief Compliance Officer, CFO

kym@invictafg.com

Doyel Price, Jr.

Vice President of Adviser Acquisitions, Financial Adviser

doyel@invictafg.com

Advisers

Ben Williams

Financial Adviser

ben@invictafg.com

Blake Morlet

Financial Adviser

blake@invictafg.com

Chip Stratmann

Financial Adviser

chip@invictafg.com

Howard Barker

Financial Advisor

howard@invictafg.com

Jerry Garcia

Associate Adviser

gerado@invictafg.com

Leigh Harns

Financial Adviser

leigh@invictafg.com

Phillip Mills, ChFC®, ChFEBC(SM), CLU®

Financial Adviser

phil@invictafg.com

Ryan Daniels

Associate Adviser

ryan@invictafg.com

Sandi Goldhamer

Financial Adviser

sandi@invictafg.com

Operations

Abe Felix

Client Services Representative

abe@invictafg.com

Amy Lee-Simpson

Client Services Representative

amy@invictafg.com

Brandon Jackson

Client Services Representative

brandon@invictag.com

Dawn Hagman

Compliance Internal Auditor

dawn@invictafg.com

Debbie Carr

Executive Assistant

debbie@invictafg.com

Fred Brown

Client Services Representative

Jocelyne Ramirez

Accounting Assistant

Juli Winn

Lead Processing Specialist

Lili Morales

Client Services Representative

lilianna@invictafg.com

Martyna Ryzewska

Processing Specialist

Sara Parker

Client Services Representative

sara@invictafg.com

Scott Hull

Director

Tyler Laurel

Director of Operations

tyler@invictafg.com

Yanelle Martinez

Processing Specialist

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.