Navigating you to Financial Success
Luke E. J. Will CFP® AAMS®
Director of Investments
luke@navigationwealthmanagement.net
Cell: 920-988-2050
Luke E. J. Will was born and raised on a farm in Watertown, WI. His values and ideals were shaped by his hardworking family and are embedded into the relationships he builds with his clients. Luke has built Navigation Wealth Management with Kurt Zipp to deliver the “Navigation Way” of financial planning and asset management to his clients from all walks of life. The “Navigation Way” is built upon Trust, honest conversations, and understanding his clients financial goals.
Luke attended the Wisconsin School of Business at the University of Wisconsin-Madison, where he earned his Bachelor’s degree in Finance, Investments & Banking.
- Hometown: Watertown, WI
- Family: Leslie (Wife), Charlotte (Daughter 3), Archer (Son 1), and Maple Bacon (Dog)
- Hobbies: Hunting and Fishing with family and friends.
- Fun Fact: Luke is a “Professional” fishing tournament angler & retired DJ
Kurt W. Zipp CFP®
Director of Wealth Management
Kurt@navigationwealthmanagement.net
Cell: 262-903-6310
In 2001 he began his career as a Financial Advisor and in 2014 became a CFP®. Kurt is a Co-founder of Navigation Wealth Management and believes strongly in a team approach to working with clients. He is one of the brightest minds in the financial industry and loves advanced strategy planning for High Net Worth individuals and businesses.
Kurt graduated from California Coast University with a degree in electrical engineering and spent many years in the engineering field working across the globe.
- Hometown: Darien,WI
- Family: Barbara (Wife), 2 children and many grandchildren
- Hobbies: Spending time with his grandkids and referees collegiate volleyball and soccer in his free time.
- Fun Fact: Kurt holds the Village President title.
Jake Falkenthal
Director of Insurance & Financial Advisor
Jake@navigationwealthmanagement.net
Cell: 262-563-2100
Jake understands that “life” happens to people, families, and businesses. His mission is to make sure that the people he cares about do not have to stress over financial unknowns in life. With his translatable skills as a basketball coach, he will guide his clients towards success.
Over the next few decades, he plans to grow old with his clients as their advisor. Lastly, he delivers for his clients with passion, conviction, confidence, and pride.
- Hometown: Hustisford, WI
- Current Residence: Hartford,WI
- Family: Athena(Wife). 5 kids: Jack, Ava, Cali, Iris, & Levi
- Hobbies: Family, golf, & coaching my kids’ sports
- Fun Fact: Jake was named 2020 Division Five winner of the Wisconsin Basketball Coaches Association Coach of the year (Hustisford Falcons)
“Jake has the proven skills sets our team needs. He is dedicated to exceed all client’s expectations. His comprehensive understanding of life insurance solutions and their applications to provide financial security is outstanding.”- Kurt Zipp
“What I like about Jake is his ability to understand and connect with people. He is in tune with their story and how he can help. We added him to our team because of his stout moral compass and to be a leading fiduciary for our clients.”- Luke Will
Edward Noll
Portfolio Manager
Edward@navigationwealthmanagement.net
- Hometown: Oconomowoc,WI
- High School: Arrowhead ’19
- UW-Whitewater: Class of 2022
- Degree: BBA Finance
- Family: Ashley (Wife) and Beans & Diesel (Cats)
- Hobbies: Cooking, working out, spending time with friends and family
- Fun Fact: Eddie graduated college in 3 years summa cum laude
Joe Biwer
Portfolio Analyst
Joe@navigationwealthmanagement.net
- Hometown: Delafield,WI
- High School: Arrowhead ’19
- UW-Whitewater: Class of 2023
- Degree: BBA Finance & Information Technology
- Family: Paul & Jen (Parents), and Andy, Matthew, Adam & Emily (Siblings)
- Hobbies: Sailboat racing, singing barbershop music, hunting, fishing, golfing, skiing, craft beer
- Fun Fact: Joey is a 4th generation sailor in his family
Nikki Smith
Client Services/ Office Manager / Office Mom
Nikki@navigationwealthmanagement.net
- Hometown: Reedsburg WI
- Current Residence: Watertown
- Family: Husband-Andy Sons- Logan 23, Tanner 20
- Hobbies: Outdoor activities, traveling WI
- Fun Fact: Would live at Disney World if I could!
Maple Will
Chief Happiness Officer
- Hometown: Watertown, WI
- Current Residence: Watertown,WI
- Family: Luke, Leslie, Charlotte & Archer
- Hobbies: Going on walks, playing with toys, taking naps all day, begging for human food.
- Fun Fact: Legs are 2.5″ long. She is super fast!
