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WHO WE ARE

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Miranda Branek

Recordkeeping Specialist

Miranda monitors the day-to-day 401(k) trading activities as well as maintaining and updating client records. She also assists 401(k) participants with completing individual requests such as rollovers, distributions, and other account-related transactions. Miranda is working towards earning a Qualified 401(k) Administrator (QKA®) designation. Miranda previously worked at Community National Bank in the Custody Division. With a strong background in customer service, Miranda looks forward to working with all Invisor 401(k) clients.

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Dominic Fullerton

Financial Planner

Dominic devotes his time to the analysis and planning for Wealth Management clients. He holds a bachelor’s degree in Personal Financial Planning from Kansas State University. Dominic enjoys helping clients reap the benefits of planning and achieving goals in their financial lives. He has passed the Series 65 Uniform Investment Adviser Law Exam and is registered as an investment adviser representative in the State of Kansas.

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Justin Lueger, CFP®

President

Justin leads the Invisor companies. He especially enjoys providing financial planning and investment education. Prior to helping start Invisor he worked at Bayer HealthCare LLC in business development and marketing. Justin has an MBA in finance with highest distinction from the University of Kansas and is a CERTIFIED FINANCIAL PLANNER™ professional. He has passed the Series 65 Uniform Investment Adviser Law exam and is registered as an investment advisor representative in the State of Kansas.

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Ethan Rethman, CRPC®

401(k) Advisor

Ethan works with 401(k) participants to establish investment portfolios to meet their personal needs and goals. He has earned a Chartered Retirement Plan Counselor (CRPC) designation. Ethan received a degree in Accounting at the University of Kansas. He has passed the Series 65 Uniform Investment Adviser Law exam and is registered as an investment advisor representative in the State of Kansas. Ethan previously worked at Community National Bank in the Retirement Plans Division.

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Hunter Steinlage

Associate Planner

Hunter assists in the day-to-day operations for Wealth Management clients. He has a bachelor’s degree in Finance from Kansas State University. Hunter is working towards completing the Series 65 Uniform Investment Advisor Law Exam and becoming a Certified Financial Planner. He looks forward to being able to help clients successfully achieve their financial goals.

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Cheyenne Strathman, QKA®

Director of Administration

Cheyenne dedicates herself to the administration and compliance activities of our clients' 401(k) plans. She serves as the go-to person for plan questions and regulatory matters. She has earned a Qualified 401(k) Administrator (QKA) designation by the American Society of Pension Professionals & Actuaries. Building on her previous experience at Community National Bank's Retirement Plans Division, an IRA custodian, she has a wealth of knowledge regarding account reconciliation and tax reporting.

Visit

225 Main Street

Suite 100

Seneca, Kansas 66538 

Call

Tel: 785-334-4100

Fax: 785-334-4110

2018

All Rights Reserved

Our investment advisory services and investment vehicles offered:  Are Not FDIC Insured; Are Not Bank Guaranteed; May Lose Value

 

Invisor Financial LLC is a registered investment adviser offering advisory services in Kansas and other jurisdictions where exempted. Read our disclosures.

 

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