David Hatter, AIF : President
David M. Hatter, AIF is the founder and President of Invest-N-U, an investment consulting firm focused on serving the needs of their individual wealth management and retirement plan clients. In addition to overall direction of the firm, Mr. Hatter also consults with select educational institutions in regards to their defined contribution savings plans, guiding them in the areas of vendor selection, fiduciary training and support, investment manager search and selection as well as participant communication and education strategies.
Mr. Hatter earned a B.S. in Mechanical Engineering at Purdue University in West Lafayette, IN. Prior to founding Invest-N-U, Mr. Hatter served in several other investment related positions including sales representative with Great-West, Investment Consultant with Schultz Rowson, Managing Director of Retirement Services for Hobbs Group, Vice President of SunTrust Bank Retirement Services and Senior Consultant with CapTrust. David also currently serves as President of ARISTA Investment Advisors and ARISTA Consulting Group.
James L. Story III : Senior Consultant
Jamie is a Senior Consultant and fee-only Investment Advisor. Jamie has an extensive background in employee communication and advising governmental and not-for-profit agencies in compliance related to 403(b) regulations. He works closely with our clients to develop customized strategies around their employee retirement benefit plans. Jamie has over 14 years of industry experience in the K-12 group retirement plan market and continues to serve as a financial advisor to individual clients. He consults with educational entities in regards to their defined contribution savings plans, guiding them in the areas of vendor selection, fiduciary training and support, investment manager search and selection as well as participant communication and education strategies.
Mr. Story earned a B.A. in Psychology and his M.A. in Counseling at the University of West Georgia, Carrollton, GA. Prior to working in the investment industry, Mr. Story served as the Director of Counseling and Student Activities at Thomas University, Thomasville, GA for 4 years, then began working as a financial advisor with VALIC, an AIG Company for 13 years, which included working in K-12 groups, higher education and hospitals. His focus the last 14 years has been improving the outcomes of employees preparing for retirement through defined contribution and defined benefit plans.
Scott Meyer : Senior Consultant
Scott joined Invest-N-U as a Financial Consultant to serve the needs of clients by focusing on creating better outcomes for retirement plans and helping individuals prepare for retirement. Scott started his investment career at Smith Barney where he spent seven years working in individual wealth management and in the fixed income market. After leaving the large institution, Scott saw the benefit a boutique independent firm can offer their clients. The conflict free environment along with best in class service is what attracted Scott to Invest-N-U. Raised in Atlanta, Scott holds a Bachelor degree in Finance from Valdosta State University where he received both golf and academic scholarships. Scott is an active board member for the Valdosta State Atlanta Alumni Chapter and Big Peach Outreach Program. In addition to his passion in the investment business, he has a passion for golf, running, and spending time with his lovely wife, Dotte.
Jim Carey : Service Consultant
Jim Carey has over 35 years experience in the investment industry managing people, processes, products and client relationships. His career spans all aspects of the industry with experience at MetLife, Suntrust and Invesco. While at MetLife, Jim established and managed a full service client relations operation in Atlanta providing investments, administration, compliance, testing, recordkeeping and plan participant education. During Jim’s tenure at SunTrust, he served as the Senior Client Relationship Manager and managed SunTrust’s largest investment client relationships. Jim also gained additional retirement services consulting and client relationship experience at Invesco and Hobbs Group in Atlanta.