Jeri Dawson

Jeri became vice president of employee benefit operations at InvesTrust in 2000. She has 19 years of administrative retirement plan experience. She previously worked for American Fidelity Assurance Company, 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.

Jeri volunteers for the Women’s Resource Center in Norman as a rape response team member. This group provide victims and their families support and counseling information.

Jeri is married to Larry and they have one daughter, Brandi, who is a senior at UCO.

Education:

• Oklahoma State University
• Southwestern Oklahoma State University

Brandi Martinez

Brandi Martinez became the Operations Manager and Trust Officer for InvesTrust Retirement Specialists in November 2007 and has worked for InvesTrust since 2000.  Her responsibilities include over seeing the daily operations of the employee benefits area.  Born and raised in Oklahoma City, Brandi began her career American Fidelity Assurance Company.  She spent 8 years in the Annuity Services Department  working with 403(b) retirement accounts as the Premium Team Supervisor. 

Brandi is our resident expert on our Retirement Plan software platform.  She has attended numerous conferences and training sessions held by our software vendor.  Brandi is in the process of receiving her Qualified Pension Administrator (QPA) designation from ASPPA. 

Brandi serves as the Secretary/Treasurer of the Western Heights Schools Basketball Booster Club.  She volunteers at Western Heights High School and at the Community Action Agency of OKC to help teach students the importance of saving and investments.

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.