Around the Firm

Innovest wouldn’t be the firm it is today without its dedicated employees who are committed to providing great service to our clients.  Beyond service, Innovest employees are known for being diligent, collaborative, honest and for seeking continual development.

We’re excited to celebrate the recent accomplishments of several Innovest employees!

Promotions:

Kathy Lalone, Kyli Hanson and Kenny Senour were all promoted to Manager positions.

Cheryl Wilks, Christine Hudek and Jordan Rice were named Lead Senior Analysts.

Eileen Pohs was promoted to Senior Analyst.

In addition, Zach Heath and Brooks Urich were elevated to Analyst. 

Speaking Engagements:

Vice President, Jared Martin, spoke about Financial Wellness for Plan Participants, at the College and University Professionals Association Annual Conference in Arizona on 6/21.

Marianne Marvez, RPA, Vice President, gave a workshop on What to Expect from your Service Providers at the PlanSponsor conference.

Continuing Education:

Congratulations to Kenny Senour and Jordan Rice for passing their CFP exam!  Earning the CFP designation involves meeting requirements in formal education, performance on the CFP exam, relevant work experience, and demonstrated professional ethics.