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 started out in the financial services industry in 1972 and began the search to understand what it meant to be wealthy. He initially served individual families, which led to serving family-owned businesses. As his practice grew, he became...
Jason S. Hester
Currently serving as the Chief Executive Officer, Jason Hester is a man on mission. He believes in establishing big goals and approaching life with a sense of possibility. He pursues goals with tenacity while thinking through decisions critically and leading others...
Chris A. Tipton
As Managing Partner for Navitas Wealth Advisors, Chris is passionate about working with people. His career has been built around helping individuals, families and business owners to identify their financial and lifestyle goals and objectives during their...
Steven R. Rutledge
Steven manages relationships, both inside and outside of the Navitas office. Not only does he oversee our internal team to make sure nothing gets ‘stuck’ but he is also our key relationships manager, both with clients and with external strategic partners. ...
Harold D. Cooley, II
As Managing Partner for Navitas Wealth Advisors in Raleigh, North Carolina, Harold is responsible for building relationships and servicing clients out of Navitas’ East Coast office. He has built his career around providing advice for closely held business owners and...
William A. Kientz, III
As a Principal of Navitas Wealth Advisors, Bill believes in the value of authentic relationships and personal service across all aspects of the financial planning process. He prides himself in learning the stories and life events behind each and every one of the...
Christopher D. Fay
Over the past 25 years, Chris has helped meet the needs of business owners, professionals and C- Level executives for public and private companies. Chris joined the financial services industry in 1988 after attending the University of New Mexico on an NROTC...
Steve C. Kinsley
As chief of staff, Steve provides strategic counsel and support to our executive team as well as overseeing day-to-day operations. With over 40 years as a systems specialist in key leadership roles, Steve brings a wealth of knowledge to the Navitas team....
Ginger Perry
As the Director of Office Management, Ginger oversees all daily office activities for the office. Joining the firm in 2002, Ginger provides a strong support system for the Navitas Wealth Advisors executive team and staff and has unique adaptability skills to...
Greg Trump
As Director of Estate Planning, Greg works closely with the Planning team to coordinate and create a plan once client goals and objectives are identified. He is an integral part of the Discovery and Planning phases of the Navitas process. Greg’s professional career...
Amber Rogers
As Director of Wealth Planning at Navitas Wealth Advisors, Amber is passionate about serving clients by creating and implementing various types of wealth plans. In her current role, she manages all new and current financial plans and investment operations. Amber...
Kim Cooley
As Director of Administration and Operations for the Navitas Wealth Advisors Raleigh North Carolina office, Kim has created a career around building and maintaining relationships with people. In her current role, she wears many different hats to service new and...
Erica Sutphin
As the Director of Insurance Services, Erica coordinates all aspects of the life insurance underwriting process and on-going policy servicing for Navitas Wealth Advisors. She provides a warm and friendly client experience throughout the initial information...
Kelley Dillon
As Client Services Coordinator for the Navitas Wealth Advisors Raleigh North Carolina office, Kelley is often the first person you may speak to or see when you call or walk into the office. She enjoys getting to know each individual and those who are most...
Sue Marsh
Sue Marsh oversees the planning team at Navitas, which creates plans that start with a thorough understanding of each client’s values, wealth transfer goals, asset growth, protection needs, and vision of their family legacy. Prior to re-joining Navitas in 2021, Sue...