Kristen is the Founder and Senior Advisor of InVested Advisors, a financial planning and investment advisory firm. Kristen’s focus throughout her 25+ year career has been building long-term relationships with her clients by working closely with them through every aspect of their financial lives.  In addition to managing the direction of the firm, she is an integral part of the education and customized planning solutions for the firm’s clients.

Kristen is a CERTIFIED FINANCIAL PLANNER™ professional (CFP^®) and holds the Series 7 and Series 66 registrations.  She graduated with honors from Bucknell University’s PBA School of Trust & Investment Management as well as attended the Pennsylvania State University in State College, PA and Katherine Gibbs in Boston, MA.

Kristen’s level of knowledge and experience extends to qualified plan design, investment and risk management, retirement planning, estate and asset preservation techniques and financial life planning.   

As a Financial Advisor with InVested Advisors, I’ve had the privilege of working with clients for over five years, helping them navigate the complexities of financial planning and asset management. I’m a CERTIFIED FINANCIAL PLANNER™ practitioner and hold a Series 65 license as an Investment Advisor Representative. My journey in this field began in Colorful Colorado, where I earned a bachelor’s degree in business from the University of Colorado Denver. During my time at university, my passion for personal finance and investment strategies blossomed, setting the stage for my career.

When I’m not assisting clients, I’m living life with my wife, Hannah, and our two adventurous little ones, Bodie and Cooper. We love to travel, explore different cultures, and spend time outdoors—whether it’s golfing, hiking, biking, or snowboarding. But without a doubt, our greatest joy comes from chasing around Bodie and Cooper, whose boundless energy keeps us on our toes.

As I continue to grow both personally and professionally, my mission remains clear: to empower individuals and families to reach their financial goals. I’m dedicated to making a positive impact in the lives of my clients, while also cherishing the time spent with my family, creating memories that will last a lifetime.

Meet Emily Jung, the Operations Manager at InVested Advisors who works remotely from Callahan, Florida. With over 10 years of experience in the financial industry, Emily has developed a strong background in managing operations and ensuring smooth day-to-day functioning. Emily holds a designation as a Financial Paraplanner Qualified Professional (FPQP), which demonstrates her commitment to staying current with industry standards and providing clients with exceptional service. Her passion for helping others drives her to go above and beyond in meeting our clients' needs and expectations. 

A firm believer in maintaining a healthy work-life balance, Emily enjoys spending time outdoors with her husband and two children. She also has a passion for cooking and loves to discover new recipes. She is thrilled to be part of the team at InVested Advisors, where she can leverage her knowledge, passion for helping others, and operational skills to contribute to our client experience.

Heather is a graduate of South Hills School of Business & Technology and has been a part of the InVested team since 2017.  Working in the corporate retirement plan industry for over 25 years, Heather is a Qualified 401(k) Administrator QKA® and brings extensive knowledge on the intricacies of Qualified Retirement Plans to the firm.  Her primary focus is working with plan sponsors and participants to ensure the goals of each are attained.

Heather lives in Snow Shoe, Pennsylvania with her husband, Bill. She enjoys spending time with her four grandchildren and two springer spaniels, Chief and Brodee. 

Caleb Knecht is the Client Service Manager at InVested Advisors, based remotely in Nashville, Tennessee. With over 6 years of dedicated experience in the financial industry, Caleb brings a wealth of knowledge to his role. Known for his strong technological skills, Caleb adeptly navigates the ever-evolving landscape of financial operations, ensuring seamless day-to-day functioning for the firm. He goes above and beyond to meet client’s needs and exceed their expectations, driven by a genuine desire to make a positive impact in their financial lives.

In addition to his professional pursuits, Caleb enjoys spending time with friends, attending sporting events, playing softball, golfing, and many more activities. Alongside his amazing wife, Shannon, Caleb frequently dives into adventures, whether it's a spontaneous road trip or a weekend getaway.

Thrilled to be part of the dynamic team at InVested Advisors, Caleb leverages his extensive experience, technological prowess, and unwavering dedication to contribute to the company's mission of delivering exceptional client experiences.

Elise is a seasoned professional with over 13 years working in the investment management industry.  She embarked on her career after completing a degree in accounting and management information systems from the University of Delaware. Her enthusiasm for numbers and analysis and commitment to excellence led her to a successful career as a certified public accountant CPA.

Driven by a passion for growth and continual learning and a desire to explore new horizons, Elise transitioned into the realm of financial planning.  Inspired by the difference an investment advisor can make to their clients, Elise is committed to assisting the team at InVested Advisors in providing tailored financial solutions.

Outside of her professional pursuits, Elise enjoys a variety of interests, foremost spending time with her husband and three children.  The Edmondson family can frequently be found exploring the region, spending time outdoors, or attending local sporting events.