Meet Your Wealth Management Partners

You may hear other financial planning and wealth management firms pledge to be your partner.

Our goal is for you to not only HEAR those words, but to FEEL that promise in every interaction you have with each member of our team.

Brad Nagel, CTFA, Navigen Wealth Management Senior Wealth Manager

Brad Nagel, CTFA

Senior Wealth Manager
Email
715-298-1991

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Brian Versey, Wealth Manager at Navigen Wealth Management

Brian Versey, CTFA

Wealth Manager
Email
920-698-8888

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Andrea Johnson Swope, Navigen Wealth Management Wealth Manager

Andrea Johnson Swope

Wealth Manager
Email
704-712-2900

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Cindy Kraimer, Navigen Wealth Management Relationship Manager

Cindy Kraimer

Relationship Manager
Email
715-298-1991

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Samantha Large, Navigen Wealth Management Relationship Manager

Samantha Large

Relationship Manager
Email
704-408-8484

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Melissa Murtorff, Navigen Wealth Management Relationship Manager

Melissa Murtorff

Relationship Manager
Email
980-202-2551

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Jon Robinson, Navigen Wealth Management Portfolio Manager

Jon Robinson

Portfolio Manager

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Brandon Langley, Navigen Wealth Management Portfolio Manager

Brandon Langley

Portfolio Manager

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Joe Crawford, Navigen Wealth Management Director of Operations

Joe Crawford

Director of Operations

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Brad Nagel, CTFA, Navigen Wealth Management Senior Wealth Manager

Brad Nagel, CTFA

Senior Wealth Manager
brad.nagel@navigenwealth.com
715-298-1991

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Brian Versey, Wealth Manager at Navigen Wealth Management

Brian Versey, CTFA

Wealth Manager
brian.versey@navigenwealth.com
920-698-8888

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Andrea Johnson Swope, Navigen Wealth Management Wealth Manager

Andrea Johnson Swope

Wealth Manager
andrea.swope@navigenwealth.com
704-712-2900

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Cindy Kraimer, Navigen Wealth Management Relationship Manager

Cindy Kraimer

Relationship Manager
cindy.kraimer@navigenwealth.com
715-298-1991

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Samantha Large, Navigen Wealth Management Relationship Manager

Samantha Large

Relationship Manager
samantha.large@navigenwealth.com
704-408-8484

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Melissa Murtorff, Navigen Wealth Management Relationship Manager

Melissa Murtorff

Relationship Manager
melissa.murtorff@navigenwealth.com
980-202-2551

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Jon Robinson, Navigen Wealth Management Portfolio Manager

Jon Robinson

Portfolio Manager

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Brandon Langley, Navigen Wealth Management Portfolio Manager

Brandon Langley

Portfolio Manager

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Joe Crawford, Navigen Wealth Management Director of Operations

Joe Crawford

Director of Operations

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To discuss how we can help you navigate through each stage of life