About Us

inVesti is a financial infrastructure platform created for RIAs, Advisors, and TPAs so that they can focus on building their business, not technology.

Our Leadership

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Tom Hansen
Co-Founder / CEO
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Tony Michael, CRPS, BCF™
Co-Founder / COO
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Clay Malcolm
Executive Director
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Lizz Campbell
Director of Creative & Marketing
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Atticus Shelley
Executive Director of Finance
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Lee Tenney
National Account Executive
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Laura Fredericksen
Executive Director of Talent
Tom Hansen | Co-Founder / CEO

Tom Hansen is the Co-Founder and Chief Executive Officer for inVesti. Tom is a seasoned executive and is responsible for managing all facets of the technological planning, business growth, and strategic initiatives.

A proven executive with a track record with over 20 years of experience building commercial tech products and driving sales growth in the private and government sectors. He founded several successful startups and has architected a vast number of deals with some of the largest brands and solution providers known today.

Mr. Hansen is responsible for the growth strategy that includes technical design, strategic planning, product cycles, sales management, and business relations.

Tony Michael, CRPS, BCF™ | Co-Founder / COO

Tony Michael, CRPS, BCF™ is a Co-Founder and Chief Operating Officer of inVesti Financial, Inc. Prior to inVesti he founded Future Benefits of America, LLC. He started the company in 1998 to provide flexibility and options to advisors in the 401k space. Prior to 1998, Mr. Michael was the Director of 401k's for a regional CPA firm. Tony has a vast knowledge of all facets of record keeping, administration, plan design and compliance. He also serves as director of marketing and sales through the advisor community. He received his B.S. in Accounting from Christian Brothers University in Memphis, TN.

Mr. Michael has 30 years of experience working in the defined contribution area and has dedicated much of his time promoting multiple employer plans as an option for companies to limit their liability and promote a cost-efficient structure. His firm has been an architect of the Open MEP plan dating back to 2004 and Mr. Michael has been a speaker on many occasions promoting and educating advisors on the benefits of these plans. He is also a Founding Member of The Center for Board Certified Fiduciaries (CBCF). The Center for Board Certified Fiduciaries™ (CBCF™) is a Public Benefit Corporation (PBC) founded and funded by fiduciary advocates.

Clay Malcolm | Executive Director

Clay Malcolm is a Certified IRA Services Professional (CISP) and has a diverse set of management skills derived from a history of senior leadership roles covering the last 30 years. In addition to over-seeing complex projects, he manages the full spectrum of inVesti solutions along with product lifecycles, implementation, user training, and product evangelism.

He has Bachelor of Science degree in Communication from Northwestern University.

Lizz Campbell | Director of Creative & Marketing

Lizz Campbell oversees all creative and marketing ventures for inVesti. She is responsible for creating, planning and delivering inVesti’s integrated strategic vision. Ms. Campbell has over 20 years of design and art direction experience, including brand building, marketing, advertising and publishing. She has worked with some of the largest brands in the consumer, pharmaceutical, technology and transportation industries. She is a hands-on leader that enjoys the creative process.

Ms. Campbell received her Bachelor of Fine Arts from Parsons School of Design in New York, NY.

Atticus Shelley | Executive Director of Finance

Atticus Shelley is the Executive Director of Finance for inVesti Financial, where he oversees the Company's financial affairs, corporate strategy, and capital planning. Prior to inVesti, Atticus worked in financial leadership roles across multiple successful startups and public companies within the healthcare and media sectors. He brings over 15 years of experience building successful technology solutions focused on value creation and customer needs.

He received his B.S. in Business Administration and Finance from Boston University's Questrom School of Business.

Lee Tenney | National Account Executive

Lee Tenney serves as the National Account Executive for inVesti Financial, Inc. Lee is responsible for leading sales, key accounts, and new business growth within the organization. This includes creating sales and marketing strategies, managing overall sales execution, overseeing new client acquisition, and building a robust sales presence.

Mr. Tenney has over 20 years of experience working in the financial services, asset management, and retirement plan arena in various leadership roles. Prior to inVesti, he was most recently with IPX Retirement, Allianz Global Investors, and CUNA Mutual.

He received his B.S in Finance from The University of Rhode Island and resides in West Hartford, CT with his wife and two sons.

Laura Fredericksen | Executive Director of Talent

Laura Fredericksen is the Executive Director of Talent for inVesti Financial. She possesses more than 25 years experience in the Human Capital industry with a focus on Talent Acquisition. With previous tenure at prominent global brands such as Spotify, OnDeck, The New York Times, and Ogilvy, she’s known for building talent acquisition functions in fast-paced, high-volume environments.

Ms. Hansen received her Bachelor of Arts in International Relations and French from the University of Wisconsin - Madison, she is SPHR certified.