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, Portfolio Manager and a Wealth Management Advisor with more than 24 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 Series 65 license.

Mark 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. He started Navigo Wealth Management in 2008 and has since served as the Managing Principal and Portfolio Manager. He developed and launched the CC Alpha alternative strategy in May of 2014 and currently manages the strategy as a Separately Managed Account for institutions. Mark currently lives in North Richland Hills, Tx and enjoys spending time with his family.

Christel Walker

Christel Walker, CFP®

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

Christel Walker is a Principal at Navigo and has been a Wealth Management Advisor with the firm since the spring of 2016. She has over 16 years of experience in the financial services and wealth management industry. Christel earned a Bachelor of Science degree in interdisciplinary studies from Oklahoma Christian University and currently holds the Series 66 license. She is also a Certified Financial Planner (CFP®).

Christel began her career as a personal banker and quickly determined that her passion lied with helping individuals with their financial needs. She steadily advanced from a Client Associate to Registered Financial Associate while serving clients at both Wells Fargo and RBC Wealth Management to an Advisor/CFP®. Christel has been instrumental in enhancing the Navigo client experience.   Her mission is that “every client should feel like our only client by the service and advice they receive.” Christel’s clients include self-employed individuals steadily building wealth, high income families seeking tax minimization, women seeking financial independence and education, and retirees protecting and distributing their wealth. Christel currently resides in Pearland, Texas and enjoys spending time with her family. She serves in her local church and as an ambassador for the Pearland Chamber of Commerce.

Shabana Nathoo

Shabana Nathoo, CFP®, CDFA®

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

Shabana Nathoo is a Principal at Navigo and has been with the firm since 2017. She has helped clients achieve their financial planning and investment goals for over 18 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 teaches 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.

Rory Robertson

Rory Robertson

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

Rory Robertson is a Wealth Management Advisor with 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 Advisory (RIA) Firm would better suit the needs of his clients.  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, Rory 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.

Chase Cawyer Photo

Chase Cawyer, MD

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 medical 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.


Doug Reifel, CFP®

Wealth Management Advisor O: 281-201-3688, ext. 706 C: 281-216-4584

Doug Reifel joined Navigo Wealth Management early in 2020 after a career as a global Human Resources executive in the Oil and Gas industry. Doug completed his BS in Organizational Leadership and Supervision and MS in Human Resources Management (MBA), both from Purdue University. He currently holds the Series 65 license and is a Certified Financial Planner (CFP®).

 Throughout his career, Doug has been deeply committed to helping individuals achieve their goals and aspirations. He recognized that his deep understanding of employee retirement, benefit and executive compensation plans, combined with the Certified Financial Planner program, would allow him to effectively provide unique value to others as they work to achieve their financial objectives.  He is passionate about helping individuals prepare for and navigate their transition into and through retirement.  Doug lives in Houston with his wife and son.


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.