Phone: 612.315.2400
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 has served on multiple academic and non profit boards, currently including the Converge Worldwide Pension Investment Board. 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 and enjoy spending time in Naples, Florida. When you can’t find him on the Club at Golden Valley golf course, Robert is usually reading a good book, traveling, or in pursuit of preparing the perfect roast chicken.

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

“I enjoy empowering clients through education so they can move forward with clarity and confidence.”

Michelle is a CERTIFIED FINANCIAL PLANNER™ Professional, Certified Divorce Financial Analyst® and Wealth Advisor with Navista Wealth. She is passionate about helping clients feel confident and at ease in their financial lives.

She knows that financial decisions, especially during times of change, can feel overwhelming. Michelle focuses on simplifying the process, breaking down complex ideas, and walking alongside her clients every step of the way.

She believes that when clients have a clear plan and truly understand their options, they can move forward with confidence and peace of mind.

Michelle works with professionals, executives, and families, offering both financial planning and investment advisory services. She has a special focus on divorce financial planning and helps clients navigate these transitions with care. She also has expertise in building tax-efficient income strategies in retirement.

She earned her degree in Business and Spanish from Luther College and studied internationally in Norway and Spain.

Michelle is passionate about giving back and supporting causes focused on local hunger and the empowerment of women.

Michelle lives in Minnetonka with her husband and their two daughters. She loves traveling, exploring new cultures, and spending time with family and friends. Her hobbies include tennis, crafting and playing piano.

Phone: 612.315.2424
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
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 fourteen 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
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
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
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: 612.315.2405
Zarah@NavistaWealth.com

“Life is easier when the details are in order and the heart is in the right place.”

Zarah is a Client Service Associate on Michelle Klisanich’s team at Navista Wealth Management, where she ensures client experiences run smoothly by managing detailed administrative and operational tasks behind the scenes. She values organization, precision, and thoughtful communication, helping clients feel confident and supported throughout their financial journey.

With over 10 years of experience in dental billing and administrative roles, along with a strong foundation in customer service, Zarah brings a high level of organization, efficiency, and care to her work.

Outside of work, Zarah enjoys spending time with her husband, spoiled hunting dog, friends, and family. She treasures lake life, sun-soaked beach travels, puzzles, and games, and is excitedly preparing for motherhood in spring 2026, embracing life’s next chapter with curiosity and joy.

Phone: 612.315.2419
Sandy@navistawealth.com

“Elegance is when the inside is as beautiful as the outside”
– Coco Chanel

As the Executive Administrator, Sandy plays a critical support and coordination role for the firm while also keeping the office space running smoothly. She provides high level administrative support, coordinates vendors and office supplies, supports client care, and ensures a polished overall experience.

Sandy has 20+ years experience in all aspects of Executive Assistant roles and professional administration; including personnel coaching, team building, mentoring, employee performance and participation, employee relations, human resources, training and management.

Away from work, Sandy spends her time with her husband, Kevin, and her friends. She loves to workout, travel, throw dinner parties, and go home to South Dakota to spend time with her family.