Dedicated & Values-Driven Team

We believe that it is not simply the intellect of one’s advisors that drives a successful outcome in wealth management, but also their dedication and values. We address each family’s unique objectives and challenges with enthusiasm—committed to identifying optimal solutions. This spirit of determination, along with our foundational core values, has been additive to the planning process.

BENTLEY BLACKMON, CFA®, CFP®, CPA (inactive)

Chief Executive Officer

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PHILLIP WORTHEN

President

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KATIE MCDANIEL, CFP®, CPA

Director

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JOHN KORNET, CFP®

Chief Investment Officer

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JORDAN BAUER, CFP®, CPA

Chief Operating Officer

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DANNY RUSSELL

Chief Compliance Officer

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JACKSON RATCLIFF

Managing Director

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ALECIA FISHER DOUGHERTY, CFP®

Managing Director

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RICHARD A. DOUGHERTY, CFP®, AIF®

Managing Director

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BLAKE ABSTON, CFP®

Operations Analyst

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BRANDEN SCHUMACHER, MBA

Portfolio Operations Analyst

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CARTER ROBINSON

Investment Analyst Intern

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AMANDA MCINTOSH

Operations Manager

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AMY ZACCAGLINO

Service Associate

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Values

At the heart of our service commitment is a belief that trust is earned. That is why we have created a culture where all decisions, behaviors and communications are driven by five core values:

1
Diligence

We pay careful attention to every detail on your behalf.

2
Prudence

We use a disciplined and thoughtful approach in making decisions.

3
Accountability

We take responsibility for our actions and decisions.

4
Transparency

We are open, clear and honest in all of our interactions.

5
Reverence

We are a culture of deep respect and service to others.

Let’s discuss how Naviter can help guide your financial journey.

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