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

READ MORE

PHILLIP WORTHEN

President

READ MORE

KATIE MCDANIEL, CFP®, CPA

Managing Director

READ MORE

JOHN KORNET, CFP®

Chief Investment Officer

READ MORE

JORDAN BAUER, CFP®, CPA

Chief Operating Officer

READ MORE

DANNY RUSSELL

Chief Compliance Officer

READ MORE

JACKSON RATCLIFF

Managing Director and Head of Advisory Services

READ MORE

ALECIA FISHER DOUGHERTY, CFP®

Managing Director

READ MORE

GRANT STEVENSON

Managing Director

READ MORE

TREVOR BOOTH

Managing Director

READ MORE

RICHARD A. DOUGHERTY, CFP®, AIF®

Managing Director

READ MORE

BLAKE ABSTON, CFP®

Operations Analyst

READ MORE

BRANDEN SCHUMACHER, MBA

Portfolio Operations Analyst

READ MORE

CARTER ROBINSON

Investment Analyst Intern

READ MORE

AMANDA MCINTOSH

Operations Manager

READ MORE

AMY ZACCAGLINO

Service Associate

READ MORE

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.

request a conversation