Investrust Consulting, LLC

InvesTrust Consulting, LLC is a financial advisory firm based in Oklahoma City, OK, with a team of experienced professionals including Mark Williams, Shannon Carter, Peter Junkin, Andrew Hood, Gregory Baum, Steve Replogle, and Garrett Johnson. Mark Williams, the President, CEO, and CIO, has a JD, MBA, and CFA designation, with a background in financial services. Shannon Carter, the Chief Compliance Officer, holds a CFP® and IACCP® designation, overseeing compliance activities. Peter Junkin, a Vice President, has an MBA and serves as a Consultant. Andrew Hood, a Consultant, has a background in investment management. Gregory Baum, a Consultant, is a CFA charterholder with experience in portfolio management. Steve Replogle, a Consultant, holds a CPA, CTFA, and CFA designation, with expertise in trust services. Garrett Johnson, an Investment Associate, is pursuing a CFA designation and has experience in financial services. The firm's professionals adhere to rigorous ethical standards and are supervised by Mark Williams. Clients can find detailed information about the firm and its professionals on the SEC's website. InvesTrust Consulting offers services related to investment management, financial planning, and compliance, with a focus on providing tailored solutions to meet clients' needs. The firm's professionals have diverse educational backgrounds and industry certifications, ensuring a high level of expertise in serving clients' financial goals.