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Wealth Advisory

  • Erika Wood

    Erika Wood

    Erika is a key member of our team, directing our Wealth Advisory group and serving clients as a dedicated advisor. She guides clients through a holistic planning process that addresses […]

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  • Brian Smith

    Brian specializes in developing personalized financial plans for prospective and existing clients, focusing on a wide range of planning areas, including financial, retirement income, tax, legacy, and exit planning. With […]

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  • Matt Losanno

    Based in the Atlanta office of Navitas Wealth Advisors, Matt Losanno emphasizes collaboration as he and his clients establish goals and strategies for managing personal and business wealth. He brings […]

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  • Jordan Maruszak

    As a wealth advisor, Jordan Maruszak enjoys collaborating with Navitas clients on comprehensive financial plans to define and create clarity around their goals for personal, family, business, and legacy wealth. […]

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  • Brad Neugebauer

    Brad works closely with families and business owners, developing investment and planning strategies that maximize their financial impact efficiently. With more than 25 years in the financial services industry, he […]

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  • Tom Hannon

    Tom Hannon

    Tom Hannon leads a dedicated group of specialists to cultivate relationships with our clients and within his team. With 12 years in the financial management industry, Tom has developed a […]

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  • Harold Cooley II

    Harold Cooley is managing partner for Navitas Wealth Advisors, heading up the East Coast office. Bringing more than three decades of experience in finance and investments, he leads the firm’s […]

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  • Scott Munger

    Scott Munger

    Scott guides families to create and live their vision of financial success. He also serves as a relationship manager for several corporate accounts. Scott’s extensive career in the financial industry […]

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  • Christopher Fay

    As relationship manager at Navitas Wealth Advisors, Chris Fay collaborates with clients to better understand and help identify opportunities for creating success in four distinct areas: personal, business, financial, and […]

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  • Mike Bernier

    Mike Bernier

    Mike focuses on the management and education of our corporate 401K plans, helping individuals achieve financial literacy and build private wealth. He excels in helping people from all backgrounds and […]

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