Shenandoah Sampson is a CFP® and holds a Series 66 license with seven years of industry experience. She is currently with Invera Wealth Advisors LLC, where she has worked since 2022, following prior roles at Raymond James & Associates, Inc. and the U.S. Department of State. Outside of her advisory work, she manages a sole proprietorship related to a rental property in Costa Rica. Invera Wealth Advisors LLC serves individuals, high-net-worth clients, families, trusts, estates, nonprofits, and small businesses by providing discretionary wealth management and financial planning. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis to tailor portfolios to client goals and risk tolerance.

Jessica Higgins is a CFP® with 10 years of experience in financial advising. She currently works at Invera Wealth Advisors LLC and has prior experience at Raymond James & Associates, Inc. from 2014 to 2022. Outside of her advisory role, she owns a rental property business in Costa Rica. Invera Wealth Advisors LLC serves individuals, high-net-worth clients, families, trusts, estates, nonprofits, and small businesses with discretionary wealth management and financial planning. The firm uses a primarily long-term investment approach combining fundamental and technical analysis to tailor portfolios to client goals and risk tolerance.