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Insurance

  • Steven Rutledge

    Steven Rutledge is a managing partner at Navitas Wealth Advisors where he oversees the firm’s Risk Management division. Drawing on more than 25 years of experience, he and his team […]

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  • Richard Bjorklund

    Richard Bjorklund

    With over 40 years of expertise in the insurance and annuity field, Dick Bjorklund is an invaluable asset to our team. He specializes in helping clients navigate, understand, and ensure […]

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  • Erica Sutphin

    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 […]

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  • Jeanne Dortch

    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 […]

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  • JW Waggoner

    JW Waggoner

    Experienced in consulting with investment committees to construct appropriate investment lineups for qualified and non-qualified plans. With a focus on stewardship, he strives to impact the success of those we […]

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  • Christina Steigauf

    With an impressive 28 years of experience in the insurance and annuity field, Christina is a dedicated professional who ensures our clients have the most up-to-date and adequate coverage. Her […]

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  • Emory Smith

    Emory leads our firm’s strategy for individual life, disability, long-term care, and annuity lines of business. His focus centers on reviewing clients’ coverage, taking into account their current goals to […]

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