Your Team

Here to serve you

Your Team of Professionals

MICHAEL FRIES

ACCOUNT EXECUTIVE

Contact Me When:
You have service needs related to your managing accounts throughout your divorce and after, such as a splitting assets, transfers, withdrawals or deposits. He is sensitive to all your needs in navigating the divorce world. You may call him to help you check on the status of a strategy you’re implementing with Michelle. His goal is to serve you and take financial tasks off your plate.

MICHELLE KLISANICH, CFP®, CDFA®

WEALTH ADVISOR, NAVISTA WEALTH

For Current Clients:
Fill out the form below with your questions and I will get back to you.

MOVE FWD WITH ME

ZARAH JOHNSON

CLIENT SERVICE ASSOCIATE

Contact Me When:
You want to schedule with Michelle, you want forms mailed (ie: tax forms) or any other service needs.

MICHELLE WAGNER

EVENT & CREATIVE DIRECTOR

Michelle helps our clients stay connected through client appreciation events, social media, website & emails.

JOEL ANDERSON, CFP

INVESTMENT CONSULTANT

Joel is responsible for portfolio construction and investment strategy.

ROBERT A. BJORK, CFP®

WEALTH ADVISOR, NAVISTA WEALTH

BENJAMIN R. BJORK

WEALTH ADVISOR, NAVISTA WEALTH

JENNA KOSOLA

MANAGING DIRECTOR, NAVISTA WEALTH

BOOK YOUR CONSULTATION

Ready to Get Started?

Schedule Your Complimentary Strategy Session Today

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Helping You Move Forward with the Financially Wise Divorce System includes:

1. 1. 1. 1. Reviewing your priorities in your divorce
        
        Exploring your divorce options based on your financial picture
        
        Connecting you with other resources you might need
        
        Discussing if working together would be valuable for you