Our experienced team of professionals works with clients to simplify what can be very complex issues. We work with families, individuals, business owners and others to develop and implement strategies to help them achieve their long-term financial goals.
Adam is the chief executive and co-founder of Wealth Navigation Advisors. He works
with business owners, high-net-worth families, medical professionals, retirees and
others to develop and implement their financial plans.
When he was fourteen, Adam’s grandfather started taking him to meetings with his
stockbroker and since then, Adam has had a strong desire to invest in both public and
private companies, learn more about finance and share that knowledge with others.
Prior to co-founding Wealth Navigation in 2006, Adam worked as the director of
financial services for Deseret First Credit Union in Salt Lake City, Utah, from 1999-2006.From 1997-1999, Adam owned and operated a successful business with his wife in Seattle, Washington.
Adam attended Weber State University and has earned the Chartered Retirement
Planning Counselor® (CRPC®) designation through the College for Financial Planning.
As board member of a regional manufacturing company, he was instrumental in the sale of this private corporation to a Fortune 100 company. He has been involved with real estate and has invested in numerous real estate and other unique investment transactions, both for clients and on his own behalf.
Adam has been an investment advisor representative with Wealth Navigation Advisors since October 2006. He holds the series 66 securities license, and is licensed in life, health, property and casualty insurance.
Adam lives in Kaysville, Utah, with his wife, Holly, and their four children. When he is
not coaching or at one of his children’s sporting events, Adam enjoys reading, playing
golf, snowmobiling, fly fishing and other outdoor activities.
Email: adam@wealthnavigation.com
Scott is the Chief Operating Officer and Chief Compliance Officer at Wealth Navigation Advisors. In this capacity, Scott works closely with our private wealth advisors and firm management to provide the operational, asset allocation and trading support needed to provide a very high level of service to our clients.
Prior to joining Wealth Navigation Advisors, Scott was a Vice President at Goldman Sachs & Co. where he worked in Private Wealth Management Operations for nine years. During his time with Goldman Sachs & Co., Scott partnered with all areas of the firm to deliver trading, banking, lending and wealth management services to clients. Scott developed and functionally organized teams to manage the firm’s exposure to risk, optimized service and process quality and ensured adherence with industry rules and regulations. Scott has extensive knowledge in asset allocation, trading, risk management, functional analysis, anti-fraud controls, process re-engineering and identifying creative client solutions.
Scott earned a Bachelor of Arts degree in Economics from the University of Utah and currently holds his series 7, 63 and 65 securities licenses.
Scott lives in Kaysville, Utah, with his wife Nicole and their four children.
Email: scott.jones@wealthnavigation.com
Scott has been a Private Wealth Advisor with Wealth Navigation since October 2013, and has practiced in the wealth management industry since 2002. As a Private Wealth Advisor, Scott assists clients in protecting, accumulating and transferring their wealth. Scott primarily works with business owners, medical professionals, retirees and others to help them with their financial plans.
Scott graduated from Weber State University in 2004. He has held the CFP® designation since 2008. He also holds his life and disability insurance license as well as the series 6, 63 and series 7 licenses.
Scott lives in Kaysville, Utah, with his wife, Meagan, and their three children, Spencer, Eliza and Wesley. He is an avid sports fan and enjoys watching the Utah Jazz and other local sporting events. Scott is active in the community, coaching his son’s little league baseball and basketball teams.
Email: scott@wealthnavigation.com
Jacob graduated from Utah State University with a BS in Business Finance. From a young age he has been passionate about helping people. Jacob was driven to channel this passion towards helping people navigate their finances. When clients have asked him why he chose to be an investment advisor, Jacob responds by telling them, “It was easy actually. I have discovered I am passionate about three things. Helping people, having deep trust relationships, and investments. Once I understood I could do all three I’ve never looked back.”
Jake is married to his beautiful wife, Breanna. They enjoy getting out into nature, traveling often, and endlessly playing with their miniature goldendoodle, Bentley. While they don’t have kids yet, they look forward to having a big family. They live in Plain City, Utah, a small community in the Greater Salt Lake City area.
Email: jake@nav.cap
Schyler is an Administrative Assist with Wealth Navigation Advisors. Schyler started with working with WNA in 2014 and after taking some time to spend with family, she returned in 2016.
Schyler works closely with advisors and clients to ensure that clients receive the highest level of service available.
Email: schyler@wealthnavigation.com
