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

Navigen
Senior Wealth Manager
715-298-1991
Brian Versey, Wealth Manager at Navigen Wealth Management

Brian Versey, CTFA

Wealth Manager
920-698-8888
Andrea Johnson Swope, Navigen Wealth Management Wealth Manager

Andrea Johnson Swope

Wealth Manager
704-712-2900
Cindy Kraimer, Navigen Wealth Management Relationship Manager

Cindy Kraimer

Relationship Manager
715-298-1991
Samantha Large, Navigen Wealth Management Relationship Manager

Samantha Large

Relationship Manager
704-408-8484
Melissa Murtorff, Navigen Wealth Management Relationship Manager

Melissa Murtorff

Relationship Manager
980-202-2551
Jon Robinson, Navigen Wealth Management Portfolio Manager

Jon Robinson

Portfolio Manager
Brandon Langley, Navigen Wealth Management Portfolio Manager

Brandon Langley

Portfolio Manager
Joe Crawford, Navigen Wealth Management Director of Operations

Joe Crawford

Director of Operations

Let's Talk

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