Phone: 612.315.2400
Fax: 612.315.2432
Robert@NavistaWealth.com

“I love seeing clients realize their dreams – whether it is achieving a career goal, a financial goal, a charitable goal, or a transfer of wealth goal to the next generation.”

Robert is the Founder and Wealth Advisor for Navista Wealth Management and is a CERTIFIED FINANCIAL PLANNER™ professional. He is committed to helping clients attain their financial goals in the most tax-effective, risk-managed way possible. Robert provides financial planning and investment advisory services to executives, professionals, and business owners as well as qualified retirement plans.

At nineteen years of age, Robert lost his father to cancer. A financial advisor came alongside his family and supported and helped them through the difficult transition. This experience inspired Robert to become a financial advisor. Robert made it his life goal to use his financial career path to significantly impact the lives and stories of his clients.

Robert received a bachelor’s degree from the Carlson School of Management at the University of Minnesota in 1981. He attained his CERTIFIED FINANCIAL PLANNER™ certification from the College of Financial Planning in 1983.

Robert has more than 40 years of experience in the industry. He spends more than 100 hours a year in continuing education, conferences, research meetings, and two national study groups.  He is always striving to apply the latest thought ideas to his clients needs.

In addition to Robert’s professional focuses, he is committed to his work within the Minneapolis/St. Paul community, serving on numerous charitable boards. One of his life goals is to use his strategic abilities to help non-profits operate better. He and his wife, Beth, live in Orono, Minnesota. When you can’t find him on the Spring Hill golf course, Robert is usually reading a good book, traveling, or in pursuit of preparing the perfect roast chicken.

P: (612) 315-2408
F: (612) 315-2438
Michelle@NavistaWealth.com

“I enjoy guiding and educating clients so they are empowered to make decisions they can feel good about.”

Michelle is a CERTIFIED FINANCIAL PLANNER™ Professional, Certified Divorce Financial Analyst® and Wealth Advisor with Navista Wealth.

Michelle knows that making complex financial decisions can feel overwhelming. Her clients can count on her to simplify and add clarity to concepts & options.

Michelle creates a clear roadmap for her clients and enjoys educating them on the steps to take. She understands that if her clients know where they are headed and how to get there, they are more likely to achieve their goals. This leaves them feeling confident & empowered.

Michelle provides financial planning and investment advisory services to professionals, executives, and families.

She has a specialty in Divorce Financial Planning and great expertise on creating tax efficient income in retirement.

Michelle received her bachelor’s degree in Business and Spanish from Luther College in 2006. She also studied International Business at the University of Oslo, Norway and Spanish at the University of Seville, Spain.

Michelle enjoys supporting charities that revolve around local hunger and empowerment of women. She especially enjoys giving back to her alma mater Luther College (Go Norse!) in Decorah, IA.

She and her husband, Michael live in Minnetonka with their daughters Anja and Mari. Michelle loves embracing her Norwegian heritage. She also enjoys traveling abroad and exploring different cultures. Her hobbies include yoga, tennis, playing piano & creating memories with her friends and family.

Phone: 612.315.2424
Fax: 612.315.2434
Benjamin@NavistaWealth.com

“The core of our industry is helping people feel secure and confident in their financial situation, and the fact that we can make a real impact in people’s lives every day is incredibly rewarding to me.”

Benjamin is a wealth advisor providing financial planning and investment advisory services to executives, professionals, and business owners as well as qualified retirement plans. He is committed to the financial wellbeing of his clients through understanding the unique needs of each client and helping them through the many different phases of life. Having grown up in the business, Benjamin values working closely with existing client families including second generation in addition to developing new client relationships.

Bringing the best research and strategies to his clients is important to Benjamin as he spends time sharpening his skills through continuing education and applying learnings from conferences and research meetings. He is also committed to his work within the Minneapolis/St. Paul community, serving on a board with the Minnesota Chamber of Commerce.

He previously worked at Putnam Investments in Boston and has worked in the wealth management industry since 2015. Benjamin holds a BA in Business from Bethel University (St. Paul, MN).

Outside of work, he enjoys attending Minnesota sporting events, checking out the craft brew scene and spending time with his wife, Erin, and friends.

Phone: 612-315-2407
Fax: 612.315.2437
Michael@NavistaWealth.com

“Excellence is never an accident. It is always the result of high intention, sincere effort, and intelligent execution; it represents the wise choice of many alternatives – choice, not chance, determines your destiny” –Aristotle

As an Account Executive, Michael is an integral part of Michelle’s team and his time is dedicated to working with their clients. He is always creating a calm and enjoyable client experience. His strong attention to detail provides clients with confidence and trust. Michael is responsible for servicing client’s investments, creating financial plans and helping client’s implement those plans.

Michael received a bachelor’s degree in Business Administration in 2009 from the University of Wisconsin-Eau Claire. Michael has eleven years of experience in financial services and holds his Series 7, Series 66 and insurance licenses.

Away from work, Michael enjoys spending quality time with his family – wife Julie and two daughters in Apple Valley, MN. He also loves to golf with anyone, anywhere, at anytime and play his vintage guitars whenever he can find a moment!

Phone: 612.315.2417
Fax: 612.315.2427
Joel@NavistaWealth.com

“I love researching investment options and ensuring the best strategies are chosen for our clients.”

Joel is a CERTIFIED FINANCIAL PLANNER™ professional responsible for portfolio development, financial planning and investment strategy. In addition, he works as a partner with our clients and their CPA’s on year-end tax planning. Joel has over 20 years of industry experience.

When he’s not coaching or watching his two sons play hockey, Joel enjoys a good book and running.

Phone: 612.315.2400
Fax: 612.315.2432

Michelle.Wagner@NavistaWealth.com

“And though she be but little, she is fierce” – William Shakespeare

Michelle brings extensive marketing expertise to our firm. She is passionate about taking the ordinary and making it extraordinary. Her creative energy brings our unique brand and events to life. Our clients experience this welcoming sentiment first-hand at our events. Michelle’s fierce passion shows in the quality work she produces.

Michelle graduated Summa Cum Laude from Minnesota State University in 1999. She has over 20 years of financial services and marketing experience.

Michelle loves spending time with her wonderful family, including husband and four little dogs. Yes, there are four and they are always wearing the cutest matching dresses and apparel! Michelle enjoys volunteering her time for local non-profits. She is a board member for Widow Might Organization.

Phone: 612.315.2415
Fax: 612.315.2428

Derek@NavistaWealth.com

“I strive to embody positivity in my work and interactions with others – never let anyone come to you without leaving better and happier.”

Derek is responsible for many facets of the client experience including account management and money movement. He has a passion for providing exceptional service for our clients, which he performs with accuracy, timeliness, and confidentiality.

Derek is a huge sports fan and follows all things Wisconsin sports – Badgers, Bucks, Brewers, Packers. He enjoys playing rec soccer and basketball in his free time along with spending time outdoors. You can find him at a local brewery or playing board or card games with friends.

Phone: 612.315.2409
Fax: 612.315.2428
Blake@NavistaWealth.com

“I enjoy connecting with our clients and ensuring they have the best experience possible.”

Blake is focused on providing exceptional support for our clients through assisting on investment portfolios and financial plans, answering questions, providing reporting, and completing account maintenance.  He also assists the team with various projects and is always looking for ways to better our client experience.

Away from work, you can find Blake discovering new golf courses, enjoying nature and the outdoors, and spending time with friends and family.  He loves to travel and experience new places and cultures.

Phone: 612.315.2419
Fax: 612.315.2429
Ellery@NavistaWealth.com

“I am committed to providing the highest standards of professionalism and client service. Efficiency, integrity, and dependability are attributes that I strive to achieve in every task.”

Ellery joined us in April of 2022 as our Executive Administrator. She conducts administrative work; scheduling, travel coordination and any other duties to keep the office running smoothly. She brings a high level of professionalism and efficiency to her work. Ellery has a background in the finance and health and fitness industry.

Away from work, she enjoys spending time with friends and family, cooking, traveling, being active, and trying new restaurants. If you see her at a local new restaurant hotspot, make sure to say hi!