Invicta Financial Group

Leigh Harns is a financial advisor with Invicta Financial Group in La Mesa, CA, holding a Series 65 license and eight years of industry experience. She has been with BDT & Associates, Inc., the parent company of Invicta Financial Group, since 2013. Outside of advising, she serves as president of the La Mesa Parks and Recreation Board and works as a high school field hockey official. Invicta Financial Group advises individuals, high-net-worth clients, and business entities primarily through financial planning and implementation services, directing clients to third-party investment advisers for ongoing asset management. The firm emphasizes client-specific planning and conducts regular reviews while maintaining a non-discretionary role in client accounts.

Stephanie Provost is a financial advisor at Invicta Financial Group in San Diego, CA, holding a Series 65 designation. She has one year of industry experience, with prior roles at BDT & Associates, Inc., Trippe, Apex Construction, and several other companies dating back to 2012. Invicta Financial Group provides financial planning and advisory services to individuals, high-net-worth clients, and business entities, emphasizing written financial action plans tailored to client goals. The firm refers clients to third-party money managers for portfolio management and focuses on non-discretionary advisory assets, a structure that is uncommon among multi-advisor firms.

Alexander Chavez is a financial advisor with Invicta Financial Group in Yuma, AZ. He holds a Series 65 designation and has been with Invicta since 2026. Prior to this, he worked for the United States Federal Courts for eight years and has provided educational services since 2024. Additionally, he serves as a substitute teacher on a part-time basis. Invicta Financial Group offers financial planning and advisory services to individuals, high-net-worth clients, and business entities. The firm structures its services around non-discretionary advisory relationships and coordinates with third-party money managers to implement investment strategies.

Ronald Dennis is a financial advisor with Invicta Financial Group in Arlington, VA, holding a Series 66 designation and nine years of industry experience. He previously worked at First Command Insurance Services, Inc., and related entities from 2016 to 2024, before joining BDT & Associates, Inc. in 2024. Outside of his advisory role, he serves as President of Nazarene Discipleship International at Calvary Church of the Nazarene in Annandale, Virginia. Invicta Financial Group provides financial planning and advisory services to individuals, high-net-worth clients, and business entities. The firm emphasizes tailored written financial action plans and refers clients to third-party money managers for portfolio management, primarily operating in a non-discretionary advisory capacity.

Matthew Rose is a CFP® and ChFC® with 15 years of industry experience. He has worked at Invicta Financial Group since 2026 and spent over a decade with First Command Advisory Services and its affiliated entities prior to that. Outside of his advisory work, he is the CEO of LAM LLC, a company involved in property transactions. Invicta Financial Group provides financial planning and advisory services to individuals, high-net-worth clients, and business entities, focusing on tailored written financial action plans. The firm refers clients to selected third-party money managers and does not exercise trading discretion or manage portfolios directly.

Ryan Daniels is a financial advisor with Invicta Financial Group in Yuma, AZ, holding a Series 65 designation and one year of industry experience. His prior work includes roles at BDT & Associates, Inc., Pittsburgh Valet, and William Penn Valet. He is also a licensed insurance agent operating as a sole proprietor, though he does not sell insurance products or provide related advice. Invicta Financial Group offers financial planning and advisory services to individuals, high-net-worth clients, and business entities, focusing on tailored written financial action plans. The firm refers clients to third-party money managers for portfolio management and primarily provides non-discretionary advisory services.

Matthew Sebenoler is a financial advisor at Invicta Financial Group with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo and Wells Fargo Clearing Services, LLC before joining Invicta Financial Group and BDT & Associates, Inc. in 2025. Outside of his advisory role, he serves as a trustee of a trust and is the owner and manager of 4C Financial, LLC, a corporation established for tax purposes related to his advisory business. Invicta Financial Group advises individuals, high-net-worth clients, and business entities through financial planning and implementation services, directing clients to third-party investment advisers for asset management. The firm emphasizes client-specific planning with ongoing support during implementation and periodic reviews, holding client assets on a non-discretionary basis without taking custody or directly managing portfolios.

Sandi Goldhamer is a financial advisor at Invicta Financial Group with five years of industry experience. She holds a Series 65 designation and previously worked at United States Border Patrol before joining BDT & Associates, Inc., doing business as Invicta Financial Group. In addition to her advisory role, she is a licensed insurance agent offering health and life insurance and serves as a trustee of a trust. Invicta Financial Group advises individuals, high-net-worth clients, and business entities primarily through financial planning and implementation services. The firm directs clients to third-party investment advisers for portfolio management and emphasizes client-specific planning with ongoing implementation support.

Howard Barker is a financial advisor at Invicta Financial Group with seven years of industry experience. He holds a Series 65 designation and previously worked at Northrop Grumman for ten years before joining BDT & Associates, Inc. in 2018. Outside of advisory work, he is a licensed insurance agent, president of Cogent Insights Advertising, LLC, and serves as co-trustee of a trust. Invicta Financial Group advises individuals, high-net-worth clients, and business entities primarily through financial planning and implementation services, directing clients to third-party investment advisers for portfolio management while providing customized Written Financial Action Plans and regular review meetings.

Jody Knutsen is a financial advisor at Invicta Financial Group in San Diego, CA, holding a Series 66 designation with 10 years of industry experience. Prior to joining Invicta in 2026, Knutsen spent a decade at First Command Insurance Services and related First Command entities. He has served in the U.S. Army and California National Guard since 2004. Knutsen is also the owner of Knutsen Financial Services LLC, a business entity used to manage his business-related activities and income separately for tax purposes. Invicta Financial Group provides financial planning and advisory services to individuals, high-net-worth clients, and business entities, focusing on written financial action plans tailored to client goals. The firm refers clients to select third-party money managers for portfolio management and primarily operates under a non-discretionary advisory structure.

Doyel Price Jr. is a financial advisor with Invicta Financial Group in St. Pete Beach, FL, holding Series 63 and Series 65 licenses and 23 years of industry experience. He previously worked at BDT & Associates, Inc., Cambridge Investment Research Advisors, and Onyx Wealth Advisors. Outside of advisory work, he serves as a director on the board of BDT & Associates, Inc. and operates as a licensed insurance agent. Invicta Financial Group provides financial planning and advisory services to individuals, high-net-worth clients, and business entities, emphasizing tailored written financial action plans. The firm refers clients to selected third-party money managers for portfolio management and primarily operates with non-discretionary advisory assets.

Barry Todd is a financial advisor with Invicta Financial Group in Yuma, AZ, holding the ChFC® designation and Series 63 and 65 licenses. He has 21 years of industry experience and has worked at BDT & Associates, Inc. since 2007 and Affluent Advising, LLC since 2014. Todd serves as chairman and director of BDT & Associates, Inc. and is president of the National Ranger Memorial Foundation. He is also co-founder and board member of the Defense Resources Foundation, which provides resources to the wrongfully accused, and is an author and advocate speaker on the U.S. judicial system. Invicta Financial Group advises individuals, high-net-worth clients, and business entities primarily through financial planning and implementation services, directing clients to third-party investment advisers for asset management. The firm focuses on client-specific planning and regularly reviews client plans, relying on recommended investment managers for portfolio construction and not taking custody of client assets.

George Stratmann is a financial advisor at Invicta Financial Group with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at BDT & Associates, Inc. and Cambridge Investment Research Advisors, Inc. Stratmann is also involved as a licensed insurance agent, selling and servicing health and life insurance products. Invicta Financial Group advises individuals, high-net-worth clients, and business entities primarily through financial planning and implementation services. The firm directs clients to third-party investment advisers for asset management and focuses on client-specific planning with ongoing reviews.

Benjamin Williams is a financial advisor with Invicta Financial Group in Yuma, AZ, holding a Series 65 license and 12 years of industry experience. He has worked at BDT & Associates, Inc. since 2014 and Cambridge Investment Research Advisors, Inc. from 2014 to 2018. Williams serves as treasurer and director of the board at BDT & Associates, Inc., a role he has held since 2018. He is also a licensed independent insurance agent specializing in health and life insurance. Invicta Financial Group advises individuals, high-net-worth clients, and business entities through financial planning and implementation services, directing clients to third-party investment advisers for portfolio management. The firm emphasizes client-specific planning with tailored recommendations and ongoing support during and after the implementation phase.