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