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  • Erin Ovre

    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. […]

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  • Veronica Germann

    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 […]

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  • Zach Wood

    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 […]

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  • Robin DeHoyos

    Robin DeHoyos

    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 […]

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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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  • Katie Enloe

    Katie Enloe

    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 […]

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  • Julie Lang

    Julie Lang

    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 […]

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  • Kelley Dillon

    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 […]

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  • Ellie Haylund

    Ellie Haylund

    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 […]

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  • Crystal Scott

    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 […]

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