Our professionals take a hands on approach to help business owner clients chart and follow a course that builds business value and achieves exit success.
Joan Baldwin joined the NAVIX team as our Consultant Advocate in April of 2017. In addition to serving as the first point of contact for Consultants, Joan is also responsible for coordinating and facilitating Consultant training and onboarding as well as providing ongoing basic product support.
Joan comes to NAVIX with 20 plus years of business development, training and strategic growth planning experience. She previously worked for the corporate office of an international franchise where she specialized in franchisee coaching, TEAM building and change management Joan was also directly responsible for sales growth, franchisee recruitment and training across a three state district in addition to leading her district through a corporate re-branding initiative. Joan is a graduate of Kent State University.
Joan lives in Marietta, GA, with her husband, two daughters and their two rescue dogs. In her spare time she enjoys studying Italian and experimenting with new recipes in the kitchen. She recently combined her love of travel and distance running by completing the Maratona di Roma in Rome, Italy in 2016.
As the Executive Assistant on the NAVIX team, Katelyn’s primary responsibilities include providing day-to-day support to the CEO and President through travel planning, event logistics, calendar coordination, and follow-up communications with potential clients. As Receptionist, Katelyn provides administrative support to the team while serving as the first point of contact for all guests.
Katelyn grew up in Southern California and graduated from the University of Arizona with a Bachelor’s Degree in Social Behavior and Human Understanding. During her time at the University of Arizona, Katelyn completed two study abroad programs. She spent six weeks during her fall sophomore semester in Paris, France, studying the French Revolution. The following year she spent her fall semester in Dublin, Ireland, where she studied Marketing & Event Management for four months. While studying abroad, she loved traveling to new places throughout Europe. Her favorite destinations while overseas were the Aran Islands, located off the coast of Ireland.
Katelyn moved to Georgia on March 2018 with her boyfriend, Thane, and their dog, Mia. They drove from Tucson, AZ to Atlanta, GA and are loving their new southern life. Before working at NAVIX, Katelyn was an Events and Wedding Planner and still occasionally helps plan parties and events for family and friends. Outside of work, Katelyn enjoys spending time with Mia. When not with Mia, you can find her hanging out and hiking in the Blue Ridge Mountains, riding on the back of a Ducati Motorcycle, cooking and baking new recipes, and cheering on the Seattle Seahawks.
Will Bowen joined NAVIX in 2013 as an Analyst. He is responsible for assisting Consultants as they work with their clients through the NAVIX process. Before joining NAVIX, Will worked for a Wealth Management firm in Atlanta with approximately $1 billion in assets. As a lead Associate for 60 clients, he provided investment advice, as well as construction and implementation of personal financial plans. Will also has previous experience in various roles in the regional banking sector.
Will graduated from the University of Georgia’s Terry College of Business in 2002 with a degree in Finance. In 2010, he earned his MBA from Georgia State University with a concentration in Personal Finance and obtained the Certified Financial Planner (CFP®) designation in 2011.
Will, a native of Dalton, GA, resides in Decatur with his wife Kathleen and children, William and Ollie. They are members of St. Thomas More Catholic Church. In his spare time, Will enjoys spending time with his family, playing golf, attending University of Georgia football and basketball games, as well as reading books on a wide variety of subjects.
As the in house Consultant Recruiter on the NAVIX team, Kim Brown is responsible for growing our national network of independent exit planning Consultants. In addition to recruiting, Kim also provides day to day operational support to the CEO including schedule management, coordination of logistics for speaking engagements and providing post-event follow-up with prospective clients.
Prior to joining NAVIX Consultants, Kim worked at several notable Atlanta based companies as an accountant and a recruiter for accounting and finance professionals. After a rewarding stint as a stay at home parent, Kim continued working in recruiting and administration.
Kim graduated from the University of Central Florida with a Bachelors of Business Administration in Accounting. She moved to Atlanta after graduation where she met her husband Erik. Kim and Erik now live in Marietta, Georgia where they are raising their three children. Outside of work, Kim is a fitness enthusiast. When not exercising, Kim volunteers in her children’s schools having served in numerous capacities including Vice President on the school foundation board of directors and booster club Treasurer. Kim and her family also enjoy being outside together hiking, biking, and most of all skiing.
Alison Gould has been with NAVIX since 2013. As the Office Manager, Alison’s primary focus is on daily operational functions, accounts payable and receivable, client onboarding, and the development of company procedures.
Alison earned her Bachelor’s Degree in Women and Gender Studies from Smith College in Northampton, Massachusetts. While pursuing her degree, she also attended the Danish Institute for Study Abroad in Copenhagen, Denmark and later worked at a prominent national hotline in Washington, D.C., where she gained valuable experience in crisis intervention and conflict resolution.
Alison grew up in the northern suburbs of metro Atlanta and currently resides in the city. In her free time, she enjoys exploring the city’s vibrant music and arts scene, writing, practicing Pilates, and spending time with her friends and family.
Stephen Griner has spent his entire career in the financial services industry working with owners of privately held companies in the areas of exit planning and investment management. He has consulted with companies from startup to sale, from a variety of industries. His diverse experience includes focusing on business financial management, operations, leadership development, and investment policy. Today, as President and Chief Operating Officer of NAVIX, Stephen is responsible for overseeing all areas of the company’s operations.
In 2010, Stephen earned the Chartered Financial Analyst designation; the most respected and recognized investment designation in the world. He is a member of the CFA Institute and the Atlanta Society of Financial and Investment Professionals. Stephen is a cum laude graduate of University of Georgia’s Terry College of Business, with a Bachelor of Business Administration in Finance. Since 2008, has been a member of Vistage, an invitation-only executive development and peer advisory organization.
Stephen is originally from Athens, Georgia, as is his wife Angela. They now reside in Brookhaven, Georgia and are raising twin boys.
May Johnson joined the NAVIX Consultants team in 2014. May manages the promotion and marketing of NAVIX Consultants services through web-education, and digital marketing so that interest and demand is created for the NAVIX Consultants services. She also manages the NAVIX sales CRM tools and the NAVIX online presence through social media. May has business experience in marketing, customer service, and sales effectiveness programs.
Prior to NAVIX Consultants, she held positions with a Fortune 100 company and other global organizations in the US and abroad. As a marketing consultant for a number of small to medium-sized companies, May successfully designed and managed the execution of marketing strategies for business growth. Fluent in four languages, May was educated in France and the UK, where she grew up. She has lived in Marietta since 1992 with her husband and two children. May held multiple volunteering positions in GHJA, local homeless shelters and participates in the annual Walk To End Alzheimer’s in her father’s name. She enjoys playing tennis with her friends and is an Atlanta Lawn Tennis Association (ALTA) member.
Michael joined NAVIX as an advisor in 2010, specializing in exit planning for owners of closely-held businesses, tax planning, estate planning, retirement plans, and investment planning. Michael today helps lead the exit planning practice. In 2014, Michael became an equity owner. Prior to joining NAVIX, Michael spent over ten years in the public accounting and wealth management arena. Michael worked with a Big Four accounting firm and a regional accounting firm in Atlanta where he gained experience in financial audits of closely held businesses, ERISA benefit plan audits, and taxes. Next, Michael moved into the wealth management and financial planning arena where he worked with individuals on all of their comprehensive financial counseling needs.
Michael is a graduate of the University of Georgia’s Terry College of Business where he received his Masters of Accountancy (MACC). He has earned the Certified Financial Planner (CFP®) and Certified Public Accountant (CPA) designations.
Michael has lived in Atlanta nearly all of his life. He and his wife, Sloane, have two younger boys, John Wilson and Clayton. They currently live in Sandy Springs and are members of First Baptist Church of Roswell. He recently trained and completed a Tough Mudder challenge, an endurance obstacle course. In his spare time, Michael enjoys spending time with his boys and coaching their baseball and flag football teams, watching UGA football games, and playing golf.
Within NAVIX, Trey’s efforts focus on assisting consultants with business development, and he serves as a sales catalyst for the NAVIX team of independent consultants.
Trey has spent his entire career working with closely held businesses to assist the owners with their needs. He specializes in working with closely held business owners to plan for their business exit which includes addressing their financial, legal, operational, managerial and personal readiness for an eventual ownership transfer or sale. Trey worked for more than nine years as a trust officer within the banking industry identifying and implementing solutions for clients including: compensation and deferred compensation strategies, qualified retirement plans, and proprietary investment management strategies. At the inception of his career, Trey worked for four years with the many of the same principals at a predecessor organization, where they created and designed succession strategies for privately held and family owned businesses. Throughout his career he has assisted companies ranging from startup to several billion dollars in revenue.
Trey is a graduate of the University of Georgia’s Terry College of Business. In 2002, he earned the Certified Financial Planner (CFP®) designation.
Trey has lived in Atlanta most of his life. He and his wife, Mandy, have three children, Russ, Cate, and Mary Ellen. They currently reside in Brookhaven and are members of Our Lady of the Assumption Catholic Church. In his spare time, Trey enjoys time with his family, volunteers at industry and community groups, coaches youth sports, and attends University of Georgia football games. He appreciates a challenge and has participated in endurance sports ranging from Ironman triathlons and long distance mountain bike races to multi-day running and cycling events.
In addition to his financial responsibilities, Mr. Rowen leads development of the company’s products and methodology. He also supports the growing network of NAVIX consultants by helping them obtain and service exit planning clients. Prior to NAVIX, Mr. Rowen was an investment banker at VRA Partners, where he managed mergers and acquisitions for middle market technology and industrial companies. It was in this capacity that he gained an appreciation for the positive impact that a well-constructed exit plan can have on business owners and their families.
Prior to VRA, Mr. Rowen spent eight years at SunTrust Robinson Humphrey, a leading regional investment bank, where he earned recognition from both the Wall Street Journal and Institutional Investor Magazine for his work in the supply chain and technology sectors. Earlier in his career Mr. Rowen spent nine years as a management consultant, for a variety of industry leaders, including Coca-Cola, Motorola, Henkel AG and Celanese Corp. Mr. Rowen is also a founder of RepairPal, a venture capital backed company that has become the leading web provider of independent auto repair estimates, with more than one million monthly unique visitors. Mr. Rowen earned his Bachelor’s Degree in Mechanical Engineering from North Carolina State University and his Master’s in ME from Georgia Tech. Mr. Rowen also studied towards a Ph.D. in Marketing at Stanford University’s Graduate School of Business. Chris and his wife, Nancy, whom he met during his undergraduate studies, are enjoying life after raising their two children, Thomas and Rebecca. During his free time, Chris enjoys the outdoors while cycling or playing golf. When he cannot be outside, Chris can usually be found playing guitar, or building something in his workshop.