Meet the nVest Advisors Team
We are passionate about serving our clients and believe everyone deserves high-quality financial advice.
“At nVest Advisors, we believe financial planning is about more than just numbers—it’s about people. Inspired by our own experiences, we’ve built a practice dedicated to serving families, small businesses, and individuals who often go unnoticed by the industry. Our mission is simple: to provide personalized, professional guidance that secures your future and protects your loved ones.”
*Data is approximate, as of March 28, 2024.
MEET YOUR TEAM
Jeremy Torgerson, RFP©, MRFC©
Founder & CEO | Senior Advisor
CRD# 5546264
An entrepreneur since his early 20s, Jeremy transitioned from being a small business owner to a financial advisor in 2008 after seeing the devastation the Great Financial Crisis had caused to so many of his friends, business associates, and family. He began his career with Edward Jones Investments. In 2011, he formed the independent (and pretty traditonal) financial firm Palo Alto Investments in Brownsville, TX, with a mission to help small business owners and other working families in one of the most financially distressed areas of the nation.
Watching the financial industry evolve, and seeing how new technology could improve your experience as a client, Jeremy decided in late 2015 to reinvent Palo Alto Investments into nVest Advisors, a low-cost, high-tech, (mostly) virtual, no-commission and fully fiduciary financial firm that is designed to help average people, not the already very wealthy.
A Denver native, Jeremy moved his family and company back to Colorado in February of 2017, and nVest Advisors now serves clients in Texas, Colorado, Kansas and Utah, and we’re eager to expand the firm into new states!
Jeremy lives on the slope of Cheyenne Mountain overlooking the city of Colorado Springs, where our company is headquartered. He and his wife Kari have been married since 1993 and have two grown children (and two fur babies). His son, Joshua, recently joined our firm as a financial advisor.
Independently of his work at the firm, Jeremy hosts the “Think Like A Rich Guy” podcast, and blogs regularly about economic and market events, and success mindset. He’s been quoted in major media throughout the United States on a variety of financial and economic topics.
When Jeremy’s not in the office, he enjoys acting on stage and in film (yes, really), golfing, Denver Broncos football, an old episode of Star Trek, spending time with his family, and hiking the beautiful Colorado back country.
Joshua Torgerson
Financial Advisor | COLORADO
Firm Client Service & Compliance Leader
CRD# 7809785
Joshua joined our firm in early 2024 as a Financial Advisor and supports our existing financial planning and investment clients, as well as working directly with our new clients in Colorado. Josh graduated from the University of Texas-RGV in 2016, at the age of 20 and on academic scholarship, after being accepted to the University’s Math and Science Academy for his final two years of high school.
Before joining nVest Advisors, Joshua worked as Lead Classroom Instructor and State Driving Test Examiner for DriveSafe, a Colorado-based drivers’ education company with several locations in the Denver Metro area.
Like his dad, Josh is a lifelong sci-fi and fantasy fan, and even built his own full-size functional Dalek (Dr. Who fans know) from scratch while in high school. At the age of 28, Josh brings a helpful and discerning insight to the work we do for our Millennial and Gen Z clients. He also serves in a second role as our firm’s Client Service, Operations and Compliance support team member.
Joshua and his wife, Anjelika, have been married for 5 years and reside in Colorado Springs, Colorado.
Moses Rodriguez
Financial Advisor | TEXAS
CRD# 7809286
Moses Rodriguez joined our team as an Investment Advisor Representative in September 2024. He serves clients in Texas with a particular emphasis on helping families and business owners south of San Antonio. He has over ten years’ experience managing small business bookkeeping and tax needs, and is eager to add financial planning and investment management to his available services.
Moses and his family reside in Los Fresnos, TX (where our firm was founded!), just a few minutes inland from South Padre Island and the city of Brownsville.
More of Moses’ biography is coming soon!
Austen Rubino
Company Systems, Operations & Bookkeeping
Austen joined our firm in October of 2022 and has become one of our most important team members. He oversees our bookkeeping, tax, audit, and file maintenance as well as supervises the daily work of our marketing and research interns.
Clients will definitely get to know Austen as he keeps us all organized and meeting together regularly, and supports the rest of the team as we work to serve our clients’ diverse needs.
Prior to joining us, Austen graduated from the De La Salle University with a degree in Accounting Technology. He also has previous insurance industry experience and worked for five years as a junior accountant.
Atta ur Rehman
Marketing Team Leader
Atta joined first joined our team in the spring of 2023 as a 90-day marketing intern. His skills, eagerness to learn, and passion for various marketing projects, graphic design, and expanding our reach to prospective client markets was so infectious, we kept him!
Atta leads our constantly rotating team of marketing interns, all of whom perform a 90-day internship on a passion project or to develop their skills in this challenging and competitive industry. Atta has a bachelor’s of science degree from SIUT in Pakistan.
MEET YOUR TEAM
Jeremy Torgerson, RFP©, MRFC©
Founder & CEO | Senior Advisor
CRD# 5546264
An entrepreneur since his early 20s, Jeremy transitioned from being a small business owner to a financial advisor in 2008 after seeing the devastation the Great Financial Crisis had caused to so many of his friends, business associates, and family. He began his career with Edward Jones Investments. In 2011, he formed the independent (and pretty traditonal) financial firm Palo Alto Investments in Brownsville, TX, with a mission to help small business owners and other working families in one of the most financially distressed areas of the nation.
Watching the financial industry evolve, and seeing how new technology could improve your experience as a client, Jeremy decided in late 2015 to reinvent Palo Alto Investments into nVest Advisors, a low-cost, high-tech, (mostly) virtual, no-commission and fully fiduciary financial firm that is designed to help average people, not the already very wealthy.
A Denver native, Jeremy moved his family and company back to Colorado in February of 2017, and nVest Advisors now serves clients in Texas, Colorado, Kansas and Utah, and we’re eager to expand the firm into new states!
Jeremy lives on the slope of Cheyenne Mountain overlooking the city of Colorado Springs, where our company is headquartered. He and his wife Kari have been married since 1993 and have two grown children (and two fur babies). His son, Joshua, recently joined our firm as a financial advisor.
Independently of his work at the firm, Jeremy hosts the “Think Like A Rich Guy” podcast, and blogs regularly about economic and market events, and success mindset. He’s been quoted in major media throughout the United States on a variety of financial and economic topics.
When Jeremy’s not in the office, he enjoys acting on stage and in film (yes, really), golfing, Denver Broncos football, an old episode of Star Trek, spending time with his family, and hiking the beautiful Colorado back country.
Joshua Torgerson
Financial Advisor | COLORADO
Firm Client Service & Compliance Leader
CRD# 7809785
Joshua joined our firm in early 2024 as a Financial Advisor and supports our existing financial planning and investment clients, as well as working directly with our new clients in Colorado. Josh graduated from the University of Texas-RGV in 2016, at the age of 20 and on academic scholarship, after being accepted to the University’s Math and Science Academy for his final two years of high school.
Before joining nVest Advisors, Joshua worked as Lead Classroom Instructor and State Driving Test Examiner for DriveSafe, a Colorado-based drivers’ education company with several locations in the Denver Metro area.
Like his dad, Josh is a lifelong sci-fi and fantasy fan, and even built his own full-size functional Dalek (Dr. Who fans know) from scratch while in high school. At the age of 28, Josh brings a helpful and discerning insight to the work we do for our Millennial and Gen Z clients. He also serves in a second role as our firm’s Client Service, Operations and Compliance support team member.
Joshua and his wife, Anjelika, have been married for 5 years and reside in Colorado Springs, Colorado.
Moses Rodriguez
Financial Advisor | TEXAS
CRD# 7809286
Moses Rodriguez joined our team as an Investment Advisor Representative in September 2024. He serves clients in Texas with a particular emphasis on helping families and business owners south of San Antonio. He has over ten years’ experience managing small business bookkeeping and tax needs, and is eager to add financial planning and investment management to his available services.
Moses and his family reside in Los Fresnos, TX (where our firm was founded!), just a few minutes inland from South Padre Island and the city of Brownsville.
More of Moses’ biography is coming soon!
Austen Rubino
Company Systems, Operations & Bookkeeping
Austen joined our firm in October of 2022 and has become one of our most important team members. He oversees our bookkeeping, tax, audit, and file maintenance as well as supervises the daily work of our marketing and research interns.
Clients will definitely get to know Austen as he keeps us all organized and meeting together regularly, and supports the rest of the team as we work to serve our clients’ diverse needs.
Prior to joining us, Austen graduated from the De La Salle University with a degree in Accounting Technology. He also has previous insurance industry experience and worked for five years as a junior accountant.
Atta ur Rehman
Marketing Team Leader
Atta joined first joined our team in the spring of 2023 as a 90-day marketing intern. His skills, eagerness to learn, and passion for various marketing projects, graphic design, and expanding our reach to prospective client markets was so infectious, we kept him!
Atta leads our constantly rotating team of marketing interns, all of whom perform a 90-day internship on a passion project or to develop their skills in this challenging and competitive industry. Atta has a bachelor’s of science degree from SIUT in Pakistan.
