Our Leadership Team

High Performing Team of Advisors providing solutions that align with your culture and goals

Crystal Sargent

Founder & CEO

Crystal Sargent, founder and Chief Executive Officer of Invested Advisors, Inc., is a high performing executive with global expertise building and leading sales and corporate marketing teams and functions that enhance shareholder value through the intersection of brand, culture, strategy, engagement and technology. The team at Invested Advisors works closely with founders of businesses, business owners and decision-makers to help bring focus to their strategies and amplify results through quality marketing and communications counsel. Prior to founding Invested Advisors in 2016, she spent 23 year career in top-level executive positions for commercial and private banks, advancing the goals of wealthy families, business owners, corporate executives and underserved communities.

Sargent launched Invested Advisors to fill a critical void in the marketplace unmet by creative agencies that excel at creative but lack requisite industry insights to deliver business strategies that bolster market position and accelerate revenue. Through its Invested Traveler division, the company introduces the Journey Model of Workforce EngagementTM, to help companies improve recruitment and retention of powerful teams of top performers. The services of Invested Advisors + Traveler are complementary and allow the Company to support clients throughout their entire business cycle.

Crystal is a sought-after speaker on business, entrepreneurship and strategic marketing, most recently, presenting on behalf of the U.S. Department of Transportation, in Sacramento and Los Angeles as well as journeying to Roskilde University outside of Copenhagen, Denmark.

Sargent contributes to the local community by serving on the Board of Directors of the San Diego Police Foundation and the March of Dimes. She has been recognized for her contributions to the business and civic life of San Diego with Women Who Mean Business, Tribute to Women in Business and twice as a Women Who Impact San Diego honoree, most recently in 2017.

Sargent holds a Master of Science degree in Marketing Communications from Illinois Institute of Technology and a Bachelor of Arts degree in History from the University of Wisconsin, Madison.

Cell: 858.472.3682 / crystal@investedadvisors.com

Mary Garrett

Director of Public Relations

Mary Garrett has spent nearly 30-years developing and implementing award winning public relations programs for a wide range of regional, national and international clients. Garrett excels at developing business-to-business and business-to-consumer PR/marketing campaigns that elevate visibility and generate positive endorsements from key media influencers. The goal of every campaign is to increase media coverage that resonates with the target audience resulting in increased sales and positive bottom-line results.

As PR and Media Director for Invested Advisors, Garrett will be responsible for developing action-driven media outreach campaigns through online, print and broadcast media outlets. Garrett will provide PR services for Invested Advisors as well as clients of the firm that require the highest level of public and media relations.

Garrett began her career in Chicago at Weber-Shandwick before relocating to Phoenix, where she continues to provide strategic public relations counsel to national and local companies. She has been recognized for her work on behalf of clients such as Weber Grills, The Milk Moustache campaign, AMGEN Pharmaceuticals and others. She is the past secretary of Waste Not, a Phoenix-based non-profit organization that delivers perishable food to those in need. Garrett has a Bachelor of Arts degree in Marketing from Lewis University, located in Romeoville, Illinois.


Andrea Lane

Director of Corporate Engagement

Andrea Lane joined Invested Advisors, Inc., as Director of Corporate Engagement for Invested Advisors and its Invested Traveler division. In her role, Lane helps position Invested Advisors as the go-to resource where businesses turn to in pursuit of business growth through programmatic and partnership solutions such as customized events, sponsorships and other business development endeavors that get business leaders in front of highly desirable prospects and convert them into revenue generating clients and referral sources.

Lane has been in the business media and publishing industry for over 20 years and has successfully cultivated relationships with top-level business influencers, executives and community influencers. She assisted clients and successfully increasing market share and revenue growth by creating marketing and branding programs, sponsorships, partnerships and creative programs through print and digital platforms.

Lane has been instrumental in elevating awareness with over 100 local organizations and annual events, including Chambers of Commerce, UCSD, CONNECT, SBA, Ernst & Young, The American Heart Association and the Athena-Pinnacle awards that acknowledge leading women in the STEM industry.

Gregory Parry

Director of Sales and Business Development

Gregory Parry brings Invested Advisors the benefit of his 20 years of proven business experience in advancing the success of business, arts and travel organizations. Parry offers strategic marketing and business planning, revenue generation and cross functional team leadership for a wide range of clients across the U.S., Canada and Europe. Parry has a passion for experiential travel, outdoor adventure and the performing arts, which will serve him well in his new role as the Director of the Journey Experience with firm’s Invested Traveler division. Parry will be responsible for developing workforce engagement programs designed to increase productivity, employee retention and recognition through custom-curated travel experiences. He will also provide strategic event planning and logistical support to help organizations create deeper engagement with stakeholders as well as facilitate training programs.

Parry was born in Canada and attended the University of Alberta where he received a two Bachelor of Arts degrees in Music and Commerce. He was also an Assistant Director at The Banff Center for the Arts, in Canada’s foremost arts training facility, located in Banff National Park. Before joining Invested Advisors, Parry was president of Parry Arts Consulting.