Our Roots

While Naviture formalized in 2020, our roots extend much deeper.  James and Tyler arrived together to build a financial practice that is principled in the characteristics that are Naviture – navigate+nurture.

James began his career working side-by-side an experienced financial professional, learning clients’ stories, hearing their needs, and helping to provide solutions that put them on a path toward retirement and protect them along the way.  His ability to empathize with a client’s situation comes from his own life journey, one that has uniquely prepared him to help others along theirs.  James takes pride in turning sophisticated financial concepts into comfortable ‘kitchen table talk.’

Tyler’s start came with a local community bank, where he helped grow their investment and retirement plan department.  Working with business owners and the benefits they offered their employees, Tyler experienced first-hand the impact that an intentionally structured benefit design has on employee retention and retirement success.  He emphasizes the importance of taking a hands-on approach with businesses, where employees and employers feel compelled to be engaged in the steps that drive successful retirement outcomes.

Together, we hope to help navigate+nurture you through your financial journey as well!