George W. Hester
Team
Client Advisors
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George W. Hester, Chairman and Chief Executive OfficerAs Chairman and Chief Executive Officer of Navitas, Ltd., George has become a recognized expert in the area of wealth planning, specializing in business succession as well as estate and family liquidity planning. George has focused a significant portion of his career on privately held and family owned enterprises, helping them to achieve their personal, financial, philanthropic and business goals.Read More |
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Kurt W. Rauzi, PresidentAs President of Navitas, Ltd., Kurt utilizes his wealth planning expertise and innovative strategies to empower his clients to identify and reach their personal, financial, philanthropic, and business goals. For the past twenty years, Kurt has been mastering the ability to integrate the intricacies of both the non-financial and financial aspects of his clients' lives into the wealth planning process.Read More |
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Dr. Paul E. White, Director of Family Coaching and Personal DevelopmentOver the past ten years, Dr. Paul White has become a leader in the wealth advisory field in personally dealing with multigenerational issues and working practically with the "next generation" in families.Read More |
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Sue Marsh, Director of PlanningAs Director of Planning and a trusted advisor for more than 26 years, Sue’s expertise lies in developing tactical plans that illustrate particular strategies for reducing taxes and enhancing wealth transfer.Read More |
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Managers
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Debbie Purvis, Chief Financial Officer and Chief Operating OfficerAs Chief Financial Officer and Chief Operating Officer, Debbie is responsible for all financial management and operational aspects of Navitas. She provides leadership and coordination in the administrative, business planning, accounting and budgeting efforts of the company.Read More |
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Steven R. Rutledge, Chief Compliance Officer and Director of InsuranceIn his role as Chief Compliance Officer and Director of Insurance, Steven coordinates and oversees all aspects of insurance and compliance as it relates to Navitas and its clients. He also plays a crucial part in achieving each client's personal, family and financial goals.Read More |
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Juan Zuniga, Client Services/Investment Advisory ManagerIn his role as Client Services/Investment Advisory Manager, Juan plays a crucial part in achieving each client’s personal, family and financial goals. Juan supports the multiple phases of the holistic wealth experience.Read More |
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Administrative
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Heather Dilmore, Life Insurance CoordinatorIn Heather's position as the Life insurance Coordinator, she works closely with the executive team by helping them achieve company objectives. She assists with the underwriting requirements for our life insurance department.Read More |
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Ginger Perry, Executive CoordinatorIn her role as Executive Coordinator, Ginger directly supports the CEO & Chairman and is a key contact for clients, strategic partners and Navitas team members. She works closely with the executive team helping them achieve strategic firm objectives and implement marketing initiatives.Read More |
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