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MEET OUR TEAM

Our team is more than a collection of employees; it’s the essential element in our and your success.

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OUR STORY

Our team embraces the mission and values of Invariant; Accountability, Creativity, and Impact. We rely on each other’s personal strengths to help you achieve the quality of life that you envision. We are dedicated to remaining masters of our craft by continuously learning and pursuing new advancements to meet your needs.

Our Partners

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Seth W. Arbogast, CFP®

Founder & Chief Executive Officer

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Gary A. Smith, CFA® 

COO & Director of Research

David M. Borowsky

Chief Investment Officer & Managing Director

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Jonathan Turner

Managing Partner

Operations

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Erin Fischer

Director of Client Business Development

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Amber Jones

Client Relations Specialist

Strategic Consultants

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Warren Pies

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Ellie Rothstein

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Whether you’re just starting out, retiring or in search of new adventures, we stay with you every step of the way. Let’s get started together.

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