Navigation Wealth Management

Nicholas Kemp is a financial advisor at Navigation Wealth Management with 11 years of industry experience. He holds a Series 65 designation and has been with Navigation Wealth Management since 2016. Prior to that, he worked at Sigma Financial Corporation and Navigation Financial Services. Outside of his advisory role, Kemp serves as the public relations and fundraising chair for the Centennial Children's Chorus, a nonprofit semi-professional children's choir in Fort Collins, Colorado. Navigation Wealth Management serves individual and high-net-worth clients by providing discretionary asset management, financial planning, qualified plan services, and ERISA plan advisory. The firm employs a combined fundamental, technical, and charting analysis approach to tailor investment programs and typically exercises discretionary trading authority with regular account reviews.

William Carpenter is a financial advisor at Navigation Wealth Management in Fort Collins, CO, holding a Series 65 designation with three years of industry experience. He is also the owner and managing member of William L Carpenter Law, LLC, a legal practice he has operated since 1978. Navigation Wealth Management serves individual and high-net-worth clients, offering discretionary asset management, financial planning, qualified plan services, and ERISA plan advisory. The firm uses a combination of fundamental, technical, and charting analysis to tailor investment programs and typically exercises discretionary trading authority, conducting quarterly account reviews.

Jacob Schaffer is a financial advisor at Navigation Wealth Management in Fort Collins, CO, holding a Series 65 designation with three years of industry experience. His prior work includes roles at Colonial Life and entrepreneurial ventures such as Jacob Schaffer LLC and Evolution Kitchens. Navigation Wealth Management serves individual and high-net-worth clients with discretionary asset management, financial planning, and qualified plan services, managing approximately $127.7 million in discretionary assets. The firm employs a strategy combining fundamental, technical, and charting analysis and offers tailored investment programs, discretionary trading authority, and both plan-level ERISA advisory and held-away account management.

Seth Brunin is a financial advisor at Navigation Wealth Management in Fort Collins, CO, holding a Series 65 designation. He has been with Navigation Wealth Management since 2024 and has no prior industry experience before joining the firm. Navigation Wealth Management serves individual and high-net-worth clients by providing discretionary asset management, financial planning, qualified plan services, and ERISA plan advisory arrangements. The firm uses a combination of fundamental, technical, and charting analysis to develop tailored investment programs and typically exercises discretionary trading authority while conducting regular account reviews.

James Davies is a financial advisor with Navigation Wealth Management in Fort Collins, CO, holding a Series 65 designation and 14 years of industry experience. Prior to joining Navigation in 2016, he worked at Sigma Financial Corporation and Spc. He is also involved with Choice Plus Insurance LLC, where he provides financial services and life insurance products. Navigation Wealth Management serves individual and high-net-worth clients with discretionary asset management, financial planning, qualified plan services, and ERISA plan advisory. The firm uses a combination of fundamental, technical, and charting analysis to develop tailored investment programs and manages approximately $127.7 million in discretionary assets.

Myles O'Reilly Jr. is a financial advisor at Navigation Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has worked at Navigation Wealth Management and Navigation Financial Services since 2018, following prior roles at Retirement Wealth Advisors and O'Reilly Financial. Outside of his advisory role, he is involved in insurance sales and services as an insurance agent. Navigation Wealth Management serves individual and high-net-worth clients with discretionary asset management, financial planning, and ERISA plan advisory services. The firm employs a blend of fundamental, technical, and charting analysis to tailor investment programs and typically exercises discretionary trading authority while offering educational seminars and workshops.

Adam Brunin is a financial advisor with Navigation Wealth Management in Fort Collins, CO, holding Series 63 and Series 65 designations and over 24 years of industry experience. He has been with Navigation Financial Services since 2004 and Navigation Wealth Management since 2016. Navigation Wealth Management serves individual and high-net-worth clients by providing discretionary asset management, financial planning, qualified plan services, and ERISA plan advisory arrangements. The firm uses a combination of fundamental, technical, and charting analysis to develop tailored investment programs and conducts regular account reviews, managing approximately $127.7 million in discretionary assets.

Matthew Meuli is a Series 65-licensed advisor at Navigation Wealth Management with one year of industry experience. He is also the founder and owner of Meuli Law Office PC, a legal services firm in Windsor, CO, where he has worked since 2013. Navigation Wealth Management serves individual and high-net-worth clients by providing discretionary asset management, financial planning, qualified plan services, and ERISA plan advisory. The firm uses a combination of fundamental, technical, and charting analysis to tailor investment programs and typically exercises discretionary trading authority with regular account reviews.