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.

Brent is a Kingdom-minded steward who serves his family and clients for the purpose of making an impact and leaving a legacy beyond what they thought was possible.

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..

Lauren holds a degree in Business Administration from California State University San Marcos where she developed dynamic skills crucial to business operations. Her experience lies in account management and sales in client-focused environments where she has gained a passion for finding personalized solutions and strategically collaborating to meet client needs.

Lisa is an accomplished financial services professional who brings warmth, energy, and a commitment to exceeding expectations in all she does. Throughout her career, she has held leadership and management roles at national and regional financial institutions where she leveraged her extensive expertise in business development, relationship management and project execution.

Holly Knutsen has joined the Navigators Advisory team as a dedicated paraplanner. A graduate of Vanguard University, Holly brings a strong background in service and education to her role, supporting advisors and clients with precision and care.

Maddie Keehn brings a strong background in service and education to her role at Navigators. A graduate of Concordia University Irvine with a degree in Exercise Sports Science, Maddie has spent her post-college years serving others through ministry and working within the school district as a teacher.

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 ...

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...

Andrés Eduardo Giraldo Suarez joins Navigators Advisory Group as a Client Service Associate Intern. He is currently pursuing a Bachelor of Science in Business Administration with a concentration in Finance at California State University, Fullerton, where he will graduate in December 2026.

Bryce is a student at Texas Christian University, where he is pursuing a degree in Psychology and competing as a member of the TCU Rugby team. He is expected to graduate in 2027. Before attending TCU, Bryce spent his first collegiate years at the University of San Francisco, where he played baseball and developed the resilience and teamwork that continue to shape his academic and athletic pursuits.

Jibran Sumnani joins Navigators Advisory Group as a Client Service Associate Intern. He is currently pursuing a degree in Finance at San Diego State University, where he is expected to graduate in 2027. As he enters his junior year at SDSU, Jibran brings a strong interest in financial services along with a growing dedication to supporting advisors and clients through thoughtful, detail oriented service.