Meet Our Team

Mark Cawyer

Mark Cawyer

Managing Principal Wealth Management Advisor O: 281-201-3688, ext. 701 C: 281-804-4392

Mark Cawyer is the Managing Principal and a Wealth Management Advisor with more than 20 years of investment management and financial planning experience. He holds a BBA degree in accounting from Abilene Christian University and an MBA degree from the University of Texas at Austin with a concentration in investment finance and portfolio management. He holds the NASD Series 7, 63 and 65 licenses.

He began his career in public accounting as a CPA, auditing publicly and privately traded companies and was also a business management consultant for several years prior to focusing on a career in the investment management industry. Mark has been an investment manager for an institutional equity fund and ran his own investment research and advisory firm prior to transitioning his business to Merrill Lynch in early 2004. Realizing he could better serve his client’s interests under the RIA (Registered Investment Model) fiduciary model, he started Navigo Wealth Management in 2008 and has since served as the Managing Principal. He currently lives in Sugar Land, Tx with his wife, son and daughter.

Rory Robertson

Rory Robertson

Principal Wealth Management Advisor O: 281-201-3688, ext. 704 C: 281-769-8901

Rory Robertson is a principal of Navigo and has been a Financial Advisor since 2000.  He worked 11 years for Merrill Lynch in both the Houston and Sugar Land offices.  He joined Navigo in the fall of 2011 after deciding  that a position with a Registered Investment Firm would better suit the needs of his clients and has been a principal since July 2012.  He received his BBA from Sam Houston State University and holds the NASD Series 7 and 66 licenses.

In addition to working with domestic clients, Mr.Robertson specializes in working with international families wanting to maintain investment accounts in the U.S. as well as U.S. citizens living abroad.  He is committed to understanding his clients’ hopes and aspirations and taking a holistic financial planning approach for the entire family.

Christel Walker

Christel Walker

Wealth Management Advisor O: 281-201-3688, ext. 702 C: 832-260-1023

Christel Walker has been a Wealth Management Advisor with the firm since the spring of 2016 and has over 14 years of experience in the financial services and wealth management industry. While at her previous firms, she developed a greater understanding of how wealth management clients could best be served which led her to join Navigo. Christel earned a Bachelor of Arts degree in interdisciplinary studies from Oklahoma Christian University and currently holds the Series 7 and 66 licenses.

She began her career as a personal banker and quickly determined that her passion lied with helping individuals with their financial needs. She steadily advanced as a Registered Client Associate, Senior Registered Client Associate, and Senior Financial Associate while serving clients at both Wells Fargo and RBC Wealth Management. She currently resides in Pearland, Texas with her husband and two sons. She enjoys her time with her family, serving as a member of local 501c3 foundations that support children and basic human needs, and supporting other businesses through the Pearland Chamber of Commerce.

Shabana Nathoo

Shabana Nathoo, CFP®, CDFA®

Wealth Management Advisor O: 281-201-3688, ext 705 C: 832-788-5746

Shabana Nathoo has helped clients achieve their financial planning and investment goals for over 16 years, previously working at Scottrade and Wells Fargo. She received her Bachelor of Business degree in Finance and Marketing from the University of Houston in 2002 and currently holds the Series 65 license. Shabana is a Certified Divorce Financial Analyst (CDFA®) working with Family Law Attorneys and individuals going through the divorce process.  She is also a Certified Financial Planner (CFP®) and currently a teaching assistant at Rice University through the (CFP®) program.

Prior to joining Navigo, Shabana was living as an expat and is uniquely in-tuned to the unique planning and investing needs of U.S. expatriates. She has also focused her passion on helping women with financial education and is particularly committed to facilitating their financial independence. Shabana lives in the Houston area with her husband and two sons.

Chase Cawyer Photo

Chase Cawyer

Wealth Management Advisor O: 281-201-3688, ext. 703 C: 201-686-5641

Chase Cawyer came on board in the fall of 2014. Although a full time practicing sub-specialist, Chase has long had a passion for helping others realize their financial goals. Having received his BBA at Abilene Christian University in Marketing he continued his business training while in Medical School by obtaining his MBA from Texas Tech University with a concentration in Health Organizational Management. Realizing the best way to help others reach their financial aspirations was on a personal rather than institutional level, he obtained his Series 65 license and became an investment advisor.

Although Chase enjoys helping those of all business backgrounds he is especially passionate about reaching out to those in the healthcare field where his inside knowledge of the specific struggles and opportunities are invaluable. He currently lives in Birmingham, Alabama with his wife and three children.

Our Clients

Our clients are a representation of the diversified communities in which we live and work. While we do not narrow ourselves to a specific niche, we have extensive experience in addressing the unique needs of clients including business owners, single women, physicians, retired and soon to be retired professionals, and emerging professionals. We can make a significant impact on you and your family as well.

We serve high net worth clients with estate planning, tax minimization/efficiency, and wealth protection/transfer issues.  These challenges become especially important to address for those with assets exceeding $5 million.  We also serve retired clients with assets in between $1 million and $5 million as we help ensure they are managing their retirement effectively.  We have many clients that are still working and running businesses. They generally have at least $100,000 in investable assets and are targeting higher retirement goals than the previous generation because of reduced corporate usage of pensions and concerns around the future of social security.  Let us guide and educate you as we do them on how to confidently prepare for and navigate through retirement.  

Strategic Partnerships

While our expertise is portfolio management and retirement planning, we do have a comprehensive view of our clients and rely on many business partners to ensure our clients’ needs are fully met. This includes relationships with estate attorneys, insurance providers, CPAs, software providers and third party administrators for business retirement plans.

We have an extensive relationship with Fidelity Investments which serves as our custodian and back office partner. As a result, we do not have direct access to our clients’ money; only to manage it. Our clients have Fidelity registered accounts and receive Fidelity statements. They also have direct access to their accounts at any time via Fidelity’s website.

We have another important relationship with Blueleaf Wealth, a software company that provides our clients with detailed performance reporting information and asset/liability aggregation capability that is updated daily. Our clients are able to fully assess their portfolio performance for Navigo managed accounts as well as other linked accounts and assets held elsewhere.  They can also link liability accounts such as mortgages and other outstanding loan accounts if desired and view their updated personal balance sheet.

Client First

As fiduciaries, our commitment is first and foremost to our clients and their financial future. Our fee-only structure creates a common goal between you and your advisor.

Proven Strategies

We employ an investment methodology and strategies that are proven to consistently grow your portfolios in both bull and bear markets.

Unlimited Options

As an independent firm, we have access to unlimited investment options and provide you with unbiased advice.

How Are We Different?