David Hatter : President
David Hatter is the founder and President of Invest-N-U, an investment consulting firm focused on serving the needs of individual wealth management and retirement plan clients. In addition to overall direction of the firm, David 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.
David earned a B.S. in Mechanical Engineering at Purdue University in West Lafayette, IN. Prior to founding Invest-N-U, he 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.
Scott Meyer : Senior Consultant
Scott Meyer is a Senior Consultant with Invest-N-U, an investment consulting and financial advisory firm. Invest-N-U advises the K-12, higher education and governmental marketplace on a fee-only basis. Scott assists clients in developing customized strategies around their employee retirement benefit plans.
Scott started his investment career at Smith Barney, where he spent seven years working with individual wealth management, retirement plans, and the fixed income market. After leaving the large institution, he saw the benefit a boutique independent firm can offer their clients. The supportive environment, along with best in class service, is what attracted Scott to Arista Investment Advisors.
Raised in Atlanta, Scott holds a Bachelor degree in Finance from Valdosta State University, where he received both golf and academic scholarships. He is an active board member of the Valdosta State Atlanta Alumni Chapter and Big Peach Outreach Program. In addition to his passion for the investment business, Scott has a passion for golf, running, and spending time with his lovely wife, Dotte and daughter Austin.
Jim Carey : Financial Analyst
Jim Carey is a Financial Analyst with Invest-N-U. He has over thirty-five years of experience in the retirement services industry managing people, processes, products, and client relationships. Jim has over twenty years of client relations experience with MetLife in New York and Atlanta, working with 401(k) and 403(b) plan sponsors. While at MetLife, Jim established and managed a full service client relations operation in Atlanta (i.e. providing investment, administration, compliance, testing, recordkeeping, and plan participant education). Jim has over eight years of experience with SunTrust in Atlanta as a Senior Client Relationship Manager. In that role, Jim managed SunTrust’s largest 401(k) client relationships. Jim also gained additional retirement services, consulting, and client relations experience at Invesco and The Hobbs Consulting Group in Atlanta.
Katey Strout : Operations Manager
Katey Strout is the Operations Manager for Invest-N-U. She brings more than ten years of experience and expertise in office management. At Invest-N-U Katey manages a full range of administrative duties in a variety of areas including, human resources, finance, and office management. She oversees the day-to-day operations of the company, manages the finances, and implements key initiatives to streamline internal policies and procedures. Prior to her work at Invest-N-U, Katey had a well-rounded career in administrative management, with experience in bookkeeping, human resources, marketing, and customer service. Katey holds a Bachelor of Arts degree from the University of Maine.
Stephanie B. Trent : Administrative Assistant
Stephanie Trent is the Administrative Assistant for Invest-N-U. Her areas of expertise include contract review and revision, accounting, data analysis, and communications. Stephanie holds Bachelor degrees in Psychology and English, and is a licensed attorney with over ten years of experience in Employment/Workers’ Compensation Law.
Myrna Shaw-Palmer : Project Manager
Myrna is a Project Manager for Invest-N-U. She was the first employee of our firm and has been an ongoing champion of quality customer service. Her expertise is in client implementation and retention program. Myrna is originally from Canada and has resided in Georgia for 15 years. She holds a Bachelors Degree in Tourism and Hospitality Management and has 25 years of B2B and B2C relationship management and sales experience. She has two children and is an active volunteer with national and state PTA, schools and sports organizations.