We approach each client with a high level of technical expertise and specialized care when dealing with complex financial issues.
Adam C. Fisher, CRPC®
Private Wealth Advisor/CEO
Adam C. Fisher, CRPC® | CEO
Adam is the chief executive and co-founder of Wealth Navigation Advisors. He works with business owners, high-net-worth families, medical professionals, retirees and others to develop and implement their financial plans.
When he was fourteen, Adam’s grandfather started taking him to meetings with his stock broker and since then, Adam has had a strong desire to invest in both public and private companies, learn more about finance and share that knowledge with others.
Prior to joining Wealth Navigation in 2006, Adam worked as the director of financial services for Deseret First Credit Union in Salt Lake City, Utah, from 1999-2006. From 1997-1999, Adam owned and operated a successful business with his wife in Seattle, Washington.
Adam attended Weber State University and has earned the Chartered Retirement Planning Counselor® (CRPC®) designation through the College for Financial Planning. He is involved with many charities and organizations. As board member of a regional manufacturing company, he was instrumental in the sale of this private corporation to a Fortune 100 company. He has been involved with real estate and has invested in numerous real estate and other unique investment transactions, both for clients and on his own behalf.
Adam is a general securities principal and registered representative of Arete Wealth Management, a FINRA registered broker dealer. He has been an investment advisor representative with Wealth Navigation since October 2006, and a registered representative with Arete Wealth Management since March 2009. He holds the 7, 24 and 66 securities licenses, and is licensed in life, health, property and casualty insurance.
Adam lives in Kaysville, Utah, with his wife, Holly, and their four children. When he is not at a dance recital or one of his children’s sporting events, Adam enjoys playing golf, snowmobiling, fly fishing and other outdoor activities.
K. Beau Ogzewalla
Private Wealth Advisor
K. Beau Ogzewalla | Private Wealth Advisor
Beau has been a Private Wealth Advisor with Wealth Navigation Advisors since September 2007, and has practiced in the wealth management industry since 2004. As a Private Wealth Advisor, Beau assists clients in developing and implementing their financial plans. In addition to servicing his clients, Beau serves as the director of insurance for WN Insurance Group and oversees all processing, underwriting and case design for clients of the firm. Beau has extensive knowledge in leveraging insurance for generational wealth planning and asset protection.
Beau attended Columbia College and is in the process of completing his Chartered Financial Consultant® (ChFC®) designation through the American College for Financial Planning.
Beau lives in Farmington, Utah, with his wife, Brighton, and their three daughters, Lola, Lucy and Monroe. When he’s not in the office he can most likely be found on a river with a fly rod somewhere between Utah and Montana.
J. Scott Cannon, CFP®
Private Wealth Advisor
J. Scott Cannon, CFP® | Private Wealth Advisor
Scott has been a Private Wealth Advisor with Wealth Navigation since October 2013, and has practiced in the wealth management industry since 2002. As a Private Wealth Advisor, Scott assists clients in protecting, accumulating and transferring their wealth. Scott primarily works with business owners, medical professionals, retirees and others to help them with their financial plans.
Scott graduated from Weber State University in 2004. He has held the CFP® designation since 2008. He also holds his life and disability insurance license as well as the series 6, 63 and series 7 licenses.
Scott lives in Kaysville, Utah, with his wife, Meagan, and their three children, Spencer, Eliza and Wesley. He is an avid sports fan and enjoys watching the Utah Jazz and other local sporting events. Scott is active in the community, coaching his son’s little league baseball and basketball teams.
Private Wealth Advisor
Brody Henderson | Private Wealth Advisor
Brody is a Private Wealth Advisor with Wealth Navigation Advisors. Brody works with families, educators, business owners and others on developing, implementing and monitoring their financial plans. Brody works closely with school districts in Utah and Nevada, advising educators on their retirement planning.
Brody has worked in the financial planning and insurance industry since 1998. His experience, knowledge and dedication to quality service has provided many people with the peace of mind they desire.
Brody attended Utah Valley University and is a licensed life and health insurance producer. He lives in Layton, Utah with his wife, Tara, and their four boys Austin, Jaxson, Jake and Cody. Brody is an avid sports fan and enjoys coaching his sons’ teams and attending their games. He also enjoys playing golf, boating with his family and other outdoor activities.
Private Wealth Advisor
Shane McMillan | Private Wealth Advisor
Shane is a Private Wealth Advisor with Wealth Navigation Advisors. He has practiced in the financial services industry since 2003, and has extensive knowledge in investing in various capital markets. He built a successful practice by going the extra mile for clients to find top rates of return in the fixed income market. He works closely with his clients to protect, accumulate and transfer their wealth through legacy and charitable planning.
Shane holds an active life and health insurance license as well as the Series 7 and 66 securities licenses. He is currently working on his Certified Financial Planning certification, and completing a degree at the University of Utah in the Consumer and Family Studies program.
Shane lives in Bountiful, Utah with his wife Amber and two of their children Grace and Carter. They also have a daughter who is married, and a son who is serving a two-year mission for their church in Helsinki, Finland. Shane enjoys humanitarian work and spending time in the outdoors—hiking and skiing.
Director of Operations
Scott Jones | Director of Operations
Scott is the Director of Operations at Wealth Navigation Advisors. In this capacity, Scott works closely with our private wealth advisors and firm management to provide the operational, asset allocation and trading support needed to provide a very high level of service to our clients.
Prior to joining Wealth Navigation Advisors, Scott was a Vice President at Goldman Sachs & Co. where he worked in Private Wealth Management Operations for nine years. During his time with Goldman Sachs & Co., Scott partnered with all areas of the firm to deliver trading, banking, lending and wealth management services to clients. Scott developed and functionally organized teams to manage the firm’s exposure to risk, optimized service and process quality and ensured adherence with industry rules and regulations. Scott has extensive knowledge in asset allocation, trading, risk management, functional analysis, anti-fraud controls, process re-engineering and identifying creative client solutions.
Scott earned a Bachelor of Arts degree in Economics from the University of Utah and currently holds his series 7, 63 and 65 securities licenses.
Scott lives in Kaysville, Utah, with his wife Nicole and their three children, Nixsen, Knox and Zax.
Schyler Calquin | Administrative Assistant
Schyler is an Administrative Assist with Wealth Navigation Advisors. Schyler started with working with WNA in 2014 and after taking some time to spend with family, she returned in 2016. Schyler works closely with advisors and clients to ensure that clients receive the highest level of service available.
Callie Miller | Assistant
Callie an administrative assistant at Wealth Navigation Advisors. She has been with the firm since October 2015. Callie is responsible for the execution of many operational procedures and works directly with firm management on special projects.
McKenna McIntosh | Receptionist
McKenna is the receptionist and an administrative assistant at Wealth Navigation Advisors. She has been with the firm since November 2016. McKenna works as the initial contact person for the firm and is responsible for the execution of many operational procedures. When you call Wealth Navigation you may be lucky enough to speak with her.
Justin Godfrey | Assistant
Justin has worked as an assistant to Shane McMillan since November 2015. Before working for Shane, Justin spent the last six years in healthcare–including emergency care, homecare and hospice. He assists Shane with administrative support, such as client paperwork, scheduling and correspondence, as well as other office duties.
Justin holds his bachelor’s degree in psychology. When he is not working, he enjoys relaxing and spending time with his wife and two children.