The Navigate team consists of seasoned professionals with proven records of success in growing and protecting clients’ financial assets.
We adhere to CFA Institute Code of Ethics and Standards of Professional Conduct.
Johan is an investment manager and works with high net worth individuals and families to develop investment plans and manage investment portfolios. He is a native of Sweden and held a number of sales management positions prior to pursuing his bachelor and masters degrees in the United States. Johan has been involved in most aspects of capital markets, both as an investment banker and investment manager. [Read more…]
Caleb is a wealth manager for high net worth individuals, families and private foundations. He is a native of Jasper, Alabama, and has worked in multiple roles in the area of finance before private wealth management. His passion is helping clients find peace of mind by navigating a complex and often confusing process for his clients. [Read more…]
Ben is a Principal of Navigate Wealth Management where he provides wealth management, tax and estate planning help for individuals and families.In 1981, Ben received a bachelor’s degree in Marketing Management from the University of Alabama and received his law degree from the Cumberland School of Law in 1984. [Read more…]
Jim has been helping families for over forty years to plan their finances in order to meet their unique financial goals. Starting out in the accounting business, Jim earned his CPA certificate in 1972 and worked with individuals and privately owned businesses. [Read more…]
Luke is a Senior Wealth Advisor providing wealth management and financial planning for individuals, families, and businesses. He began his financial career in Charlotte, NC at Thrivent Financial, a Fortune 500 financial services firm. [Read more…]