meet the team

Ben is the founder of Navigators Advisory Group and has assisted individuals, families, and businesses with wealth management since 2009. He specializes in guiding privately held business owners through exit strategies and financial planning.

Dylan is committed to guiding businesses, families, and individuals in wealth accumulation and preservation. He leverages his expertise and the Navigators Advisory Group team to provide tailored financial strategies for clients' goals.

Grason specializes in crafting financial strategies to grow and safeguard wealth for businesses and individuals. Partnering with the expert team at Navigators Advisory Group, he delivers tailored solutions to help clients reach their financial goals with confidence.

Mark, a CERTIFIED FINANCIAL PLANNER™ professional and Certified Kingdom Advisor (CKA®), helps clients manage money confidently. With FINRA registrations including Registered Representative (Series 7) and Investment Advisor ...

Anthony, with over 25 years in the Insurance/Investment industry and 14 years on Ben's team, excels in client service and office operations. He holds industry certifications, including FLMI and ACS, and enjoys playing softball/tennis, traveling, and spending time with friends in his free time.

Jasmine, a graduate of California State University, Channel Islands, brings a background in Communication to her roles in finance and recruiting. With a strong foundation in customer service and hospitality, she excels in client-facing positions, leveraging her interpersonal skills to build meaningful..

Amie started her career at Deloitte’s consulting practice after which she joined JP Morgan’s Institutional Asset Management team as a key member of the LATAM Client Services division.

With over 30 years as an entrepreneur, Tim utilizes the Pinnacle Business Guide system to help visionaries achieve their business and personal aspirations. He specializes in custom business operating systems, focusing on maximizing PEOPLE - PURPOSE - PLAYBOOKS - PERFORMANCE - PROFITS for long...

Christy Julianel, known for her vibrant personality and creative spirit, orchestrates client appreciation events and infuses the workplace with positive energy. With a background in psychology and experience as a school counselor, Christy brings a unique blend of skills to her role, enhancing the ...