luke@navigationwealthmanagement.net
Cell: (262) 281-2144
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.
Kurt@navigationwealthmanagement.net
Cell: (262) 281-2143
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.
Jake@navigationwealthmanagement.net
Cell: (262) 281-2145
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.
Jake graduated from the University of Wisconsin – Whitewater with a Bachelor’s degree in General Business and a minor in Coaching.
Edward@navigationwealthmanagement.net
Cell: (262) 281-2146
Joe@navigationwealthmanagement.net
Cell: (262) 283-5218
Nikki@navigationwealthmanagement.net
Cell: (262) 563-2100
Nikki joined the Navigation team in 2021. She worked in the Orthopedic medical field for 25 years prior. Her love of helping people carries on as she helps the Navigation team and their clients from start to finish.
Whether you are just beginning to organize your financial picture or revisiting plans already in place, having a clear understanding of your options can be valuable. We work with clients to provide perspective, answer questions, and support thoughtful decision-making over time.
If you would like to start a conversation, we invite you to reach out to learn more about our approach and determine whether working together may be a good fit.
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