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 […]
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 […]
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 […]
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 […]
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. […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]