by reztechm | Oct 17, 2021 | Director, Wealth Planning and Management
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,...
by reztechm | Oct 17, 2021 | Director, Insurance Services
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...
by reztechm | Oct 17, 2021 | Director, Estate Planning
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...
