Meet Our Team
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 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 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, CFP®, CDFA®
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 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.