Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Navneet Pahal

CFP®, CRPC, APMA

Private Wealth Advisor

Founder of Navina Wealth
Learn more about Navneet Pahal Visit Navneet Pahal's website

Supal Vora

CRPC, AAMS, APMA

Private Wealth Advisor

Chief Executive Officer of Navina Wealth
Learn more about Supal Vora Visit Supal Vora's website

Shashin Vora

APMA

Financial Advisor

Vice President of Navina Wealth
Learn more about Shashin Vora Visit Shashin Vora's website

Alexander McMullen

APMA

Financial Advisor

Learn more about Alexander McMullen Visit Alexander McMullen's website

Dave M Dudley

Financial Advisor

Insurance Specialist
Learn more about Dave M Dudley Visit Dave M Dudley's website

Gitesh Bhaga

CRPC

Financial Advisor

Investment Manager
Learn more about Gitesh Bhaga Visit Gitesh Bhaga's website

Michael Batchelor

APMA

Financial Advisor

Learn more about Michael Batchelor Visit Michael Batchelor's website

Pavan Varshney

MBA, CFP®, APMA

Financial Advisor

Learn more about Pavan Varshney Visit Pavan Varshney's website

Roman Zhitnik

Financial Advisor

Associate Vice President of Navina Wealth
Learn more about Roman Zhitnik Visit Roman Zhitnik's website


Our team

Meeta Patel

Meeta Patel

Paraplanner

Alison Gemmell

Alison Gemmell

Client Relationship Manager

Anna Kham - Dev

Anna Kham - Dev

Client Service Specialist

Balaji Rajamani

Balaji Rajamani

Practice Manager

Erin McMullen

Erin McMullen

Financial Planning Specialist

David Droke

David Droke

Practice Manager