Invested Advisors

Lauren Gretchen is a financial advisor at Invested Advisors with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Abundance Wealth Counselors and Triad Advisors. Outside of her advisory role, she is involved with Swayze LLC, a compliance consulting business. Invested Advisors provides financial planning, investment management, and retirement-plan consulting to individuals, high-net-worth clients, and businesses. The firm focuses on goal-driven portfolio construction tailored to clients’ objectives and risk tolerance, often utilizing third-party managers and specialist strategies.

Kristen Coombs is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Invested Advisors. She previously worked at H. Beck, Inc. for seven years before founding Kristen Coombs Financial Advisors. Outside of her advisory role, she oversees an investment trust account as a trustee and is involved in insurance sales, including non-variable insurance and fixed annuities. Invested Advisors provides financial planning, investment management, and retirement-plan consulting to individuals, high-net-worth clients, and businesses. The firm emphasizes goal-driven portfolio construction tailored to each client’s objectives and time horizon, often utilizing independent third-party managers and specialist strategies.

Blair Hefkin is a CFP® with five years of industry experience, currently serving at Invested Advisors. His prior roles include positions at Kristen Coombs Financial Advisors, H. Beck, Inc., Home Advisor, and Liberty Sport. Invested Advisors provides financial planning, investment management, and retirement-plan consulting to individuals, high-net-worth clients, and businesses. The firm focuses on individualized, goal-driven portfolio construction and utilizes third-party managers and specialist strategies as appropriate.