Erin Ovre
Erin specializes in collaborating with the leadership team to implement efficient processes. Her expertise extends to working closely with the service team to ensure accuracy and efficacy in our operations. […]
Erin specializes in collaborating with the leadership team to implement efficient processes. Her expertise extends to working closely with the service team to ensure accuracy and efficacy in our operations. […]
With 25 years of experience, Veronica Germann plays a crucial role within our team. Her responsibilities encompass handling new advisory and brokerage accounts, addressing client service requests, and coordinating with […]
With over eight years of industry experience, Zach Wood serves as a Team Performance Specialist, dedicated to coaching advisors and colleagues to reach their full potential through learning and leadership […]
Robin serves as an advocate for our advisors, taking charge of new business, client onboarding, and providing support to our Corporate 401k plans. With a decade of experience in the […]
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 […]
Katie’s role involves interacting with clients to keep them informed about their accounts, assisting with client meetings, and providing essential administrative support for client communication. Her background in working with […]
Julie Lang plays a multifaceted role within our firm, managing the insurance application and underwriting process. She oversees project workflows to ensure the efficiency and cooperation of all teams and […]
Kelley Dillon is the client services coordinator for the East Coast office of Navitas Wealth Advisors. Serving at the hub of this office, she welcomes callers, visitors, and clients and […]
Ellie is responsible for managing our enhanced client offerings. Her duties encompass facilitating gifts and events, managing client communications, and providing essential marketing and design support. Ellie strives to be […]
As executive assistant to the Planning team, Crystal Scott provides administrative and operational support for Navitas planners in offices located throughout the U.S. Her eye for detail and quick follow-through […]