Meet the team at Navitas
We know our clients are at the heart of our success and we pride ourselves on having an extraordinary team of professionals who are all well-equipped to serve.
Our Team
George W. Hester
George Hester started out in the financial services industry in 1972, initially serving individual families of closely-held businesses. Over the ensuing decades, George has guided affluent families from across the country in solving problems related to estate...
Jason S. Hester
As CEO and managing partner for Navitas Wealth Advisors, Jason Hester leads the firm’s business development and growth strategies throughout the United States. More specifically, he oversees the firm’s innovative Family Wealth planning and investment advisory...
Chris A. Tipton
As managing partner at Navitas Wealth Advisors, Chris Tipton leads the wealth management team, crafting the firm’s portfolio and investment strategies. A Certified Financial Planner™ professional, Chris draws on the experience of an entire career in the field as he...
Steven R. Rutledge
Steven Rutledge is a managing partner at Navitas Wealth Advisors where he oversees the firm’s Risk Management division. Drawing on more than 25 years of experience, he and his team have developed the internal resources and systems that help clients achieve alignment...
Harold D. Cooley II
Harold Cooley is managing partner for Navitas Wealth Advisors, heading up the East Coast office. Bringing more than three decades of experience in finance and investments, he leads the firm’s strategies for managing family wealth and helping families and business...
Kim Cooley
Kim Cooley is the director of administration and operations for the East Coast office of Navitas Wealth Advisors. Her extensive experience within the financial planning industry gives Kim a client-forward perspective as she crafts systems, processes and best practices...
Kelley Dillon
Kelley Dillon is the client services coordinator for the East Coast office of Navitas Wealth Advisors. Serving at the hub of this office, she welcomes callers, visitors and clients and directs them to the personnel and resources they need. She loves getting to know...
Jeanne Dortch
As client coordinator for the insurance division of Navitas Wealth Advisors, Jeanne Dortch manages the details of active insurance policies and serves as administrative assistant to the managing partner. She provides vital assistance to clients and their advisors as...
Christopher D. Fay
As relationship manager at Navitas Wealth Advisors, Chris Fay collaborates with clients to better understand and help identify opportunities for creating success in four distinct areas: personal, business, financial and legacy wealth. For many clients and their...
Daniel J. Forest
Based in the East Coast office, Dan Forest is a principal of Navitas Wealth Advisors. His background in public service and private industry gives him insight and perspective as he provides strategic counseling and leadership development to clients in the Navitas...
Lindsey Gresham
As director of investment services, Lindsey Gresham provides key internal and external communications as she interfaces daily with clients and manages the details of financial reporting, documentation and transactions. She seeks to streamline operational processes as...
William A. Kientz III
As a principal of Navitas Wealth Advisors, Bill Kientz draws on more than 45 years of experience in financial services as he introduces and guides clients through their investment planning and Family Wealth strategies. Throughout his career, he has maintained...
Lori Kinsley
Lori Kinsley is the director of client services for Navitas Wealth Advisors. She serves as an administrative liaison between clients and their advisors in the firm, working to increase the productivity and efficiency of their calls and meetings. In this capacity, she...
Stephen C. Kinsley
As chief of staff of Navitas Wealth Advisors, Steve Kinsley provides strategic counsel and support to the executive team as well as overseeing day-to-day operations. With more than 40 years as a systems specialist in key leadership roles, he brings a wealth of...
Sue Marsh
As partner at Navitas Wealth Advisors, K. Sue Marsh oversees the Family Wealth planning team, creating comprehensive plans that start with a thorough understanding of each client’s values, wealth transfer goals, asset growth, protection needs, and vision of their...
Jordan Maruszak
As wealth advisor, Jordan Maruszak enjoys collaborating with Navitas clients on comprehensive financial plans to define and create clarity around their goals for personal, family, business, and legacy wealth. He and his team advise and help clients implement the best...
Ginger Perry
Ginger joined Navitas Wealth Advisors in 2001and through the years has provided essential and wide-ranging support to our daily operations. As director of business services, she oversees tasks and projects from billing and purchasing to marketing and event planning....
Amber Rogers
Amber Rogers is director of wealth planning and management for Navitas Wealth Advisors. She oversees the investment department and internal planning, managing all new and current financial planning and investment operations. As she contributes her financial insights,...
Crystal Scott
As executive assistant to the Planning team, Crystal Scott provides administrative and operational support for Navitas planners in offices located throughout the U.S. Her eye for detail and quick follow-through are vital assets as she manages data, records,...
Charlene Smith
As strategic executive assistant, Charlene Smith is the key administrator and the communication manager for the CEO and Chief of Staff of Navitas Wealth Advisors. Working alongside senior leadership, she interfaces with every division of the firm as well as clients...
Vanessa Spenard
Vanessa Spenard, a Certified Financial Planner™ professional, is a planner with Navitas Wealth Advisors. She has a passion for helping people better understand their financial picture and how all the pieces fit together. Vanessa analyzes financial data and develops...
Erica Sutphin
As director of insurance services, Erica Sutphin administers all aspects of the life insurance underwriting process and policy servicing for Navitas Wealth Advisors. Assisting the Planning team, Erica helps clients in the Discovery phase of the Navitas Wealth...
Alana J. Tallarico
Alana J. Tallarico, a planner for Navitas Wealth Advisors, designs comprehensive and customized estate and financial plans for the firm’s clients. As a Certified Financial Planner™ professional, she seeks to present complex information and concepts in a form that is...
Greg Trump
Throughout his career, Greg Trump has partnered with national advisory firms to provide insights and cutting edge estate and charitable planning strategies to his clients, often partnering with Navitas Wealth Advisors on a case-by-case basis. In 2020, he joined the...