C.A. Hartwig, QPA

C.A. has over 30 years of employee benefits administration experience. Previously, C.A. worked for 33 years at Liberty National Bank/BankOne in Oklahoma City. He is a member of the American Society of Pension Actuaries, Southwest Benefits Association and a Qualified Pension Administrator.

Education:

• Oklahoma State University; B.A.
• Southern Methodist University; Graduate Trust Banking Degree

Jeri Dawson

Jeri is vice president of employee benefit operations at InvesTrust. She has 18 years of administrative retirement plan experience. She previously worked for American Fidelity, where she administered the defined benefit and contribution plans.

From Cordell, Oklahoma, Jeri attended Oklahoma State University and Southwestern Oklahoma State University. She is a Series 65 Registered Investment Advisor. Jeri also earned the designation of a Certified Retirement Services Professional from the Institute of Certified Bankers. She is a member of the Southwest Benefit Association. Jeri attends seminars and conferences to keep abreast of the constant changes in retirement plans.

She and her husband, Larry, have one daughter Brandi.

Education:

• Oklahoma State University
• Southwestern Oklahoma State University

Brandi Martinez

Brandi Martinez works for InvesTrust Retirement Plan Operations. She has worked for InvesTrust since 2000. Previously, Brandi worked for 10 years at American Fidelity in the Annuity Services Department. Brandi is our resident expert on our Retirement Plan software platform and she has attended numerous conferences and training sessions held by our software vendor.

Brandi grew up in Oklahoma City. She serves has the Secretary of the Basketball Booster Club at Western Heights High School.

She and her husband, Steve, have two children, Matthew and Alyssa.

Stephanie Corder

Stephanie started working in the InvesTrust Retirement Specialists department in 2007. Before coming to InvesTrust, Stephanie worked for Midland Mortgage for nine years. She is currently enrolled in the Business Administration program at Southern Nazarene University. When she’s not working and going to school, Stephanie enjoys spending time with her daughter, Whitney.

Education:

• Southern Nazarene University

Misty Vestal

Misty started working at InvesTrust as a Retirement Specialist in 2007. Before coming to InvesTrust, Misty worked for Midland Mortgage for five years. Misty grew up in Little Axe and now resides in South Oklahoma City with husband Micah.