NWM - Key Persons


Cece Shepherd

Job Titles:
  • Investment Advisor
  • Representative
Cece Shepherd, MSIB, MBA is an investment advisor representative at Navigation Wealth Management. She spent 8 years in education, teaching Spanish to high school students before studying a Master's in International Business and a Master's in Business Administration. Cece has managed international business development projects for U.S. companies opening new markets overseas and she now advises clients in their investment strategies. Cece has two wonderful teenagers, Natalia, age 15 and Nicolas, age 14. In their spare time, they love to travel the world and experience new cultures.

Chris Davies

Job Titles:
  • Investment Advisor
  • Representative

Cynthia O'Reilly

Job Titles:
  • Client Relations

Jim Davies

Job Titles:
  • Investment Advisor
  • Representative

Kelly Rosson

Job Titles:
  • Executive Assistant

Michael Stevenson

Job Titles:
  • Operations Manager

Myles O'Reilly

Job Titles:
  • Financial Advisor

Nick Kemp

Job Titles:
  • Investment Advisor
  • Representative