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 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 joined the firm to help clients develop 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, Scott 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. Scott 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, he has a passion for golf, running, and spending time with his lovely wife, Dotte and daughter Austin.
Brian Cranford : Financial Analyst
Brian is a Financial Analyst 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. Brian joined the firm to help clients develop customized strategies around their employee retirement benefit plans. Prior to working with Invest-N-U, Brian was the insurance specialist at AIM Systems for 7 years designing proposals and providing retirement solutions with insurance related products.
Brian was raised in the greater Atlanta area and earned a B.A. in Economics at the University of Georgia. He currently resides in Suwanee with his wife, Hillary, and son Mason and enjoys outdoor activities, playing the guitar, and cheering on the “dawgs” every Saturday in the fall.
Jim Carey : Financial Analyst
Jim Carey is a Financial Analyst with Invest-N-U. He has over 35 years of experience in the retirement services industry managing people, processes, products, and client relationships. Jim has over 20 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 8 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 is the Operations Manager for Invest-N-U. Katey brings more than 10 years of experience and expertise in office management. At Invest-N-U she manages a full range of administrative duties in a variety of areas including, human resources, finance, and office management. Katey 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 Trent : Administrative Assistant
Stephanie Trent is the Administrative Assistant for Invest-N-U. In this capacity, she performs all administrative tasks for the daily business operations of ACG. Her areas of expertise include accounting, contract review and revision, data analysis, word processing, and correspondence. Stephanie holds Bachelor degrees in Psychology and English. She is also a licensed attorney with over ten years of experience in Employment/Workers’ Compensation Law. Stephanie resides with her husband and three of their eight children in Alpharetta, Georgia.