Garrett joined Investrust Wealth Management in June 2024. Garrett serves as an Investment Associate, bringing a strong analytical background and a commitment to helping InvesTrust clients achieve their financial objectives. In this role, he focuses on portfolio analysis and investment selection, collaborating closely with clients to provide insights and strategies that align with Investrust’s client-centered approach to wealth management. Garrett also serves as a Consultant for InvesTrust Consulting.

Prior to Investrust, Garrett served as a Financial Services Analyst in the Annuity Department at Nationwide Financial. In this position, he gained valuable experience assisting clients with complex annuity products to meet their retirement needs, enhancing his skills in both collaboration and client care.

Garrett earned his BBA in Finance from the University of Oklahoma and is an Investment Advisor Representative. Garrett is currently pursuing the Chartered Financial Analyst (CFA) designation. This program is recognized for its rigorous curriculum in financial theory, portfolio management, and ethics, equipping Garrett to offer clients informed and ethical investment advice.

Outside of work, Garrett is an Eagle Scout, an avid golfer, and a passionate reader. These interests reflect his commitment to personal growth and balance in both his professional and personal life.
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