NAVIS WEALTH - Key Persons

Job Titles:

• Tax and Financial Planning Associate

Ashley serves as a Tax and Financial Planning Associate for Navis Wealth Management. In her role, she focuses on client management services by facilitating the maintenance of accounts, assisting with an array of projects, and providing administrative support to the tax team. Prior to joining Navis, Ashley worked as a legal assistant and gained experience managing accounts across multiple platforms. She is also a Notary Public for Westchester County. Ashley graduated with a B.A. in Environmental Policy from Fordham University where she also minored in Psychology. Ashley was born and raised in Westchester, New York where she resides with her husband and two daughters. She enjoys spending time with her family and friends and volunteering at her daughters' school where she is a member of the Parent Association.

Job Titles:

• Tax Manager
• Tax Manager for Navis Wealth Advisors

Brenna serves as a Tax Manager for Navis Wealth Advisors. A Certified Public Accountant (CPA) since 2018, Brenna specializes in tax compliance, consulting, and research. With a strong background at a top 10 public accounting firm, she brings knowledge and experience related to individual, partnership, and corporate tax. By joining the team at Navis, Brenna will help the firm continue to deliver truly comprehensive wealth management services. Before joining Navis, Brenna spent over six years at Crowe LLP, a public accounting, consulting, and technology firm. While at Crowe, she worked directly with both individual and business clients managing their tax compliance and providing consulting and research services. Brenna led many tax engagements during her time at Crowe, with a focus on complex partnership tax issues and individual taxation. She gained valuable experience preparing and reviewing tax returns for many types of clients and brings that breadth of knowledge and passion for client service to the Navis team. Brenna earned a B.S. in Business from Indiana University - Fort Wayne, double majoring in Accounting and Finance with a minor in Psychology. During her time at IU Fort Wayne, she was also a four-year member of the women's golf team. Brenna is a Certified Public Accountant, licensed in both New York and Indiana. Brenna was born and raised in northern Indiana and currently lives in Mount Kisco, New York, with her wife Jaclyn and their son, Eric. Brenna's interests include reading, running, spending time with friends, family, and two dogs (Boone & Zenny), and watching sports (especially the St. Louis Cardinals, New York Rangers, and her son Eric play hockey and baseball).

Job Titles:

• Senior Consultant

David is a Senior Consultant at Navis. His passion is finding and employing loopholes and creative techniques to enable his clients to solve problems, capitalize on opportunities and otherwise accomplish their life's goals. David has over 30 years of experience providing sophisticated wealth management services in the areas of estate planning, personal financial planning, charitable planning, business succession strategies, investment advisory and life insurance design. David also counsels foreign clients and resident aliens on cross border strategies and international wealth transfer. Prior to joining Navis, David was the managing partner of Citrin Cooperman Wealth Management and its successor firm, Apexium Financial LP. He also served as associate counsel and executive vice president of a national financial services firm that focused on advanced estate and tax planning for wealthy individuals and families Before entering the wealth management field, he engaged in the private practice of law, primarily in wills, trusts, and estates. David has written articles on various topics including deferred compensation, life insurance, estate planning, personal financial planning, investment strategies, and taxation. His articles have been published in The New York Law Journal, The National Underwriter, the Westchester County Bar Journal, the Journal of Financial Planning, and The Legal Intelligencer. He is also frequently engaged to speak to various groups of tax, legal, and insurance professionals, including the Westchester Country Bar Association, Citrin Cooperman, the New York State Bar Association, Baruch College-Zicklin School of Business, and UJA. David served as a member of the Board of Directors of the Westchester County Bar Association from 2013-2017, where he also serves on the board of the Trusts and Estates Section. He is also chairman of its Tax Section. He is a member of the New York chapter of the Society of Trust and Estate Practitioners (STEP) and previously, served on Lincoln Financial Group's Premier Partners Advisory Committee. David earned his B.A. from Union College, his J.D. from Syracuse University Law School, and his master's in taxation from Pace University Lubin School of Business. He is admitted to practice law in the States of New York and Connecticut, and in the federal Tax Court. David resides in Rye Brook, NY and Danbury, Ct. He enjoys fitness, yoga/mindfulness, swimming, being with his family, reading, and travel. Before having cancer, he was an avid tennis, platform tennis, and squash player. He still enjoys paddle sports, but not competitively.

Job Titles:

• Managing Partner
• Managing Partner and Co - Founder of Navis Wealth Management

David Price is a managing partner and co-founder of Navis Wealth Management. David is responsible for management oversight and strategy for all of the firm's business lines, sourcing and implementing the company's various growth strategies and new business initiatives. In addition to his executive management duties, he continues to work with a select group of clients. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) David enjoys building long-term relationships with multiple generations of families, serving as a reliable financial confidante and a go-to resource for a host of needs. He is an avid listener and is intimately familiar with the nuances of each family's circumstances, directing outreach to help advance client priorities. David is skilled in multiple aspects of wealth management, bringing technical proficiency, an unwavering service ethic, and a broad professional network to each relationship. David was exposed to the rigors of fiscal management at a young age when he was forced to assume financial responsibility for his family. This personal experience has equipped him with a unique view of the critical importance of financial planning and risk management and continues to fuel his passion for helping clients achieve their desired outcomes in growing, preserving, and transferring wealth effectively. Serving an accomplished clientele has provided David with first-hand knowledge of the pivot points and important decisions that significant wealth entails. Prior to founding Navis, David was a financial planner and portfolio manager with Merrill Lynch Wealth Management in New York, where he worked with a select group of business owners, executives, entrepreneurs, and their family members. He previously served as a managing director of a New York-based multi-family office. Earlier, he served as an assistant vice president at M&T Bank. David holds a B.S. in business and managerial economics from the State University of New York at New Paltz and completed Charles Schwab's Executive Leadership Program hosted by faculty from several leading universities, including The Wharton School of Business, Harvard University, and the University of Michigan. He has served as a member of the National Association of Estate Planners and Councils and the Westchester Estate Planning Council. David lives in Westchester, New York, with his wife Sara and their two daughters. In his free time, David enjoys Muay Thai boxing, tennis, biking, and golf.

Job Titles:

• Managing Director
• Managing Director of Wealth Advisory

Jason Auerbach is the Managing Director of Wealth Advisory at Navis Wealth in Florida covering US and International clients. He joined Navis in 2023 from Deutsche Bank where he was a Director of Private Banking for the last two years. Prior to joining Deutsche Bank, Jason held various leadership positions at Bank of America/Merrill Lynch, Esquire Bank, First Choice Bank and Wells Fargo. Mr. Auerbach earned a Bachelor of Science degree from Wharton at the University of Pennsylvania and the Series 7 and 63 licenses. Jason lives in Jupiter, FL with his wife of 20 years and 3 children.

Job Titles:

• Director for Navis Wealth Management
• Tax Partner

Joseph Keith Wilson III serves as director for Navis Wealth Management. A Certified Public Accountant (CPA) since 2001, Joe specializes in tax consulting and research. He brings considerable experience and technical tax knowledge for advising on complex tax issues related to individuals, family trusts and estates, as well as on business tax issues for partnerships and corporations. In joining the Navis team, Joe further enhances the core and advanced tax planning our clients receive and reinforces the firm's ethos of delivering truly comprehensive wealth management services. Joe joined Navis in August 2019 from CWS CPA, LLP in New York where he served as a non-equity tax partner. He leveraged his tax knowledge and experience at a few highly regarded regional accounting firms, such as Reynolds & Rowella, LLP of Ridgefield, Connecticut; Venman and Company, LLC in Shelton, Connecticut; and Nanavaty, Nanavaty & Davenport, LLP in Newtown, Connecticut. A material portion of Joe's public accounting career was spent in tax consulting, compliance and research at large multi-service firms such as Silvercrest Asset Management Group, LLC in Charlottesville, Virginia where Joe was vice president of tax and a member of the Silvercrest Investment Funds administrative team. At Silvercrest, he managed tax projects for corporations, partnerships, individuals, trusts and foundations and he prepared and reviewed returns for the investment funds managed by the firm. Joe began his career at Ernst & Young, LLP in Greenville, South Carolina, where he spent five years gaining valuable experience in tax compliance and real estate issues. Joe also understands the demands and rigor of being an entrepreneur and a business owner, having been an owner/operator of a national motorcycle salvage business. This has certainly enabled Joe to truly understand and effectively deliver the quality of service required by today's entrepreneurs, business owners and executives. Joe obtained both his B.S. in financial management and his master's degree in professional accountancy from Clemson University where his studies focused on tax and finance. He continues to pursue professional training in tax-related issues and personal finance. Joe lives in Newtown, Connecticut, with his wife Renee and their four children. Joe's interests are college sports, Formula 1 auto racing, and working on his own cars.

Job Titles:

• Head of Advisory Operations

Letizia serves as the Head of Advisory Operations as well as a Wealth Advisor for Navis Wealth Advisors. She is responsible for helping to craft and deliver customized financial planning solutions to clients, as well as shepherding their successful outcomes. She takes a collaborative approach to financial planning where each plan is tailored to a client's personal goals, the complexity of their financial situations and coordinated to evolve as client's needs change. Letizia is an ambassador for the firm's investment philosophy of Modern Portfolio Theory, and strongly supports the financial planning process as an integral part of developing customized portfolio strategies to help achieve client's balance sheet and cash flow needs.

Job Titles:

• Systems Administrator
• Systems Administrator at Navis Wealth Advisors

Mitzi is the systems administrator at Navis Wealth Advisors. She is responsible for maintaining the organization's technology system infrastructure: databases, software, and hardware. She has extensive experience in analyzing, planning and implementing new technologies to ensure businesses run efficiently. Her diverse experience has covered all aspects of computer system implementation, support procedures and documentation, and customer service, including software, hardware, and telecommunications problem-solving. Before joining Navis, she spent fourteen years as a Technology Manager for the Mamaroneck School District. There she managed a team of engineers to address Networking, Software, Security, and Hardware. In addition, she enjoyed supporting and training educators, administrators, teachers, students, and parents in all aspects of technology and its applications. She was also responsible for the strategic planning and the annual budgeting in the technology department. She worked with many industry leaders to align her department with cutting-edge and innovative educational technologies for the benefit of students, teachers, and administrators. Mitzi earned a Master of Business Administration in Information Decision and Technology Management with a minor in Electronic Commerce from Iona College. She enjoys running, spinning, traveling, and learning about new cultures. She also loves to travel and reconnect with her Chilean family and culture.

Job Titles:

• Managing Partner
• Managing Partner and Co - Founder of Navis Wealth Management

Paul Fegan is a managing partner and co-founder of Navis Wealth Management. Paul heads up the firm's cross-border planning initiative and helps run day-to-day operations while also serving select clients. Having worked in wealth management since 1996, Paul's experience has provided him with broad knowledge and the insight to address complex situations. He is particularly attuned to the needs and priorities of clients who have intersecting personal and professional finances: entrepreneurs, business owners, executives, and their family members. Paul has advised a number of clients with international business interests, sensitive to the unique tax, legal, and currency considerations they encounter. Throughout each relationship, he orchestrates sound communication and precise implementation across multiple disciplines, working in concert with a client's tax and legal advisors, as appropriate. Prior to founding Navis, Paul was a financial advisor with Merrill Lynch Wealth Management in New York where he worked with individuals and families worldwide, helping them craft integrated initiatives to organize, grow, and transfer their wealth effectively. He previously served as a managing director of a NY-based multi-family office. Paul holds a bachelor's degree from Marist College and is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a designation awarded by the Certified Financial Planner Board of Standards, Inc. Paul lives in Westchester, New York, with his wife Cindy and their two children. In his free time, Paul enjoys running, cycling, cooking, and playing golf.

Job Titles:

• Head of Tax Operations for Navis Wealth Management

Sarina serves as the Head of Tax Operations for Navis Wealth Management. Previously, she was Vice President of Family Office at Clarfeld Citizens Private Wealth, where she provided various family office services to an affluent client base, including comprehensive bookkeeping, bill paying, and concierge responsibilities. Over her tenure, she also supported the Trust Department and assisted the Chief Compliance Officer. Sarina graduated with a B.A. in Political Science from Seton Hall University. Sarina was born and raised in New York and currently resides in Westchester County with her husband, Tony. Together they have three dogs and a very loved baby girl, Mia. In her free time, Sarina enjoys spending time with her family and friends, cooking, and traveling.

Only one-third of adults have an estate strategy document such as a will in place, which may not be entirely surprising. No one wants to be reminded of their own mortality or spend too much time thinking about what might happen once they're gone. 1 But a will is an instrument of power. Creating one gives you control over the distribution of your assets. If you die without one, the state decides what becomes of your property without regard to your priorities. A will is a legal document by which an individual or a couple (known as "testator") identifies their wishes regarding the distribution of their assets after death. A will can typically be broken down into four main parts. 1. Executors - Most wills begin by naming an executor. Executors are responsible for carrying out the wishes outlined in a will. This involves assessing the value of the estate, gathering the assets, paying inheritance tax and other debts (if necessary), and distributing assets among beneficiaries. It's recommended that you name at least two executors, in case your first choice is unable to fulfill the obligation.