by [email protected] | Oct 17, 2021 | Client Coordinator, Insurance Services
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...
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...
