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Our Team

We unite our individual expertise to form a dynamic collective that is motivated by the financial success and well-being of our clients.

Jack Davis, CFP®, MS

Founder & CEO

Jack Davis is Founder and CEO of the Navigation Retirement Group. Jack founded NRG in the early 2000s with a vision to create an integrated financial services organization specializing in serving the unique needs of high-net- worth...

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Vanessa Davis

Vice President & COO

Vanessa’s position as the Chief Operations Officer is one of leadership and accountability. As our COO, her responsibilities span from human resources to the implementation of operational best practices. With a client-focused...

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Stefanie Morgan, CFP®

Wealth Manager

Stefanie thrives in developing deep, meaningful relationships with her clients. As a personal Wealth Manager, she is passionate about helping investors identify, define, and pursue their most cherished financial and lifetime goals....

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Monica Salazar

Operations Manager

Monica has a passion for putting clients at the center of everything she does. As Operations Manager, she demonstrates a disciplined approach and genuine desire to exceed expectations...

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Sheila Kageyama

Executive Assistant

As our executive assistant, Sheila is an integral part of the Navigation Retirement Group team. Her responsibilities range from developing marketing strategies and managing client events, to administrative duties and enhancing the...

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