Stephanie Vokral, CFP®, CDFA®, AIF®; Natalie Barkley, CFP®; Erin Eiras, CPFA©, CEPA©

Meet Stephanie Vokral, CFP^®, CDFA^®, & AIF^®; Natalie Barkley, CFP^®; and Erin Eiras, CPFA^© & CEPA^©; the powerhouse women driving InVestra’s commitment to exceptional financial advisory with a strong ethos of comprehensive financial planning, generational wealth management, and personalized service.

Financial and Tax Planning

Our team of CFP®s lead with financial planning, not investments, to organize your wealth, prepare you for a secure future, and mitigate existing risks.

Money Management

Understanding how the economy impacts your portfolio, our advisors craft investment strategies tailored to your financial objectives, adapting to your risk tolerance and timeline. As your circumstances evolve, InVestra applies wise strategies for your current needs.

Business Succession

Planning to transfer a growing business to future generations? Are you prepared for unexpected death, divorce, or disability? Let our Certified Exit Planning Advisor help navigate the challenges of building the value of your business with your unique goals in mind.

Trust Management

At first glance, it may seem like estate planning is only for the superrich, but it’s smart financial planning for everyone. Trusts help avoid probate and keep things “private.” Whether you are concerned with taxes, survivor benefits, or items more complex, this is where InVestra thrives.

Together, Stephanie, Natalie, and Erin exemplify dedication to personalized financial solutions and client success. Whether you’re looking to navigate retirement, a sudden windfall, or other life transitions, we want to be your family office!

Securities offered through LPL Financial, Member FINRA/SIPC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser.