Our Team

Michael H. Towle CRPC

President,
Wealth Management Advisor

Phone: 419-775-3005

Mobile: 619-665-4265

E-mail: mtowle@wealthnavigator.org

Michael H. Towle CRPC is a veteran financial consultant with a true passion for helping people and watching his clients pursue their desired outcomes. Michael takes a personal interest in each client’s life; taking the time to learn their hopes, fears, dreams, and goals. Armed with this knowledge Michael carefully works together with each family to develop, implement, and monitor their financial plan. Michael carries a Certified Retirement Planning Councilor designation from the College of Financial Planning. He also holds a Bachelor’s degree in Business/Finance from Point Loma Nazarene University. It was while studying business in college that Michael discovered his passion for educating people about their money and found his life calling as a financial advisor.

Michael volunteers nearly 1000 hours per year in the local community. In his spare time you will find Michael, his wife Jessica, and their three children traveling, camping, hiking and enjoying ocean sports including diving & fishing.

Jeffrey Morris

Wealth Management Advisor

Phone: 419-775-3006

E-mail: jmorris@wealthnavigator.org

Jeffrey Morris is a 35 year veteran of advising families in all matters financial. He built his practice from the ground up with an intense focus on a very collaborative relationship with his clients and goals based advice. Jeff strongly believes that involving his clients in all aspects of their plan leads to a higher level of comfort and more meaningful outcomes. Jeff’s years of experience working with many families is a huge resource for our clients and our firm. Our clients are able to benefit from his decades of actual hands on involvement in helping many families (many across multiple generations) pursue their goals.

Jeff serves Chief of Economic Research for Navigator Wealth Management. Jeff has been a student of the global economy and markets for decades. His approach is to develop and maintain a “Big Picture” view of the global economy by following the leading economic minds. This top down approach is key to our investment process as the capital markets tend to follow the global economic landscape. Jeff lives in Perrysville, Ohio.

Wyatt Morris

LPL Financial Advisor

Phone: 419-775-3004

Wyatt is a second generation financial advisor specializing in working with our pre-retirement clients. Wyatt’s focus on offering a comprehensive approach to managing wealth begins with getting to know a client and the client’s family, their financial situation and what matters most to them. He then helps them create a customized wealth management approach that can be flexible as their needs and market conditions change. Wyatt is driven by his passion for delivering excellent service and helping clients pursue their goals.

Wyatt's mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. He works alongside you to design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk.

Wyatt enjoys hiking, hunting, & fishing. He and his wife Olivia recently welcomed a baby girl.

Olivia Morris

Client Service Specialist

Phone: 419-775-3004

E-mail: omorris@wealthnavigator.org

Olivia Morris joins Navigator Wealth Management as our Client Service Specialist. Olivia comes from a strong background in customer service. Her sole focus is to ensure our clients enjoy a seamless and personalized experience. Olivia is your first point of contact on all scheduling, logistical, and administrative items. Olivia lives in Mansfield, Ohio, with her husband Wyatt.

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