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 […]
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READ MORE: Sue Marsh
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Alana Tallarico
READ MORE: Alana TallaricoAlana 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 […]
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Greg Trump
READ MORE: Greg TrumpThroughout 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 […]
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Jacki Kolkman
READ MORE: Jacki KolkmanJacki employs an honest, holistic, and educative approach when working with clients and families. Her objective is to help create personal and professional outcomes that align with their financial goals. […]
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Vanessa Spenard
READ MORE: Vanessa SpenardVanessa 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 […]