Michelle Klisanich - Navista Wealth

05/05/2025

Grateful for this incredible team! We had a great time at our photoshoot today—proud to work alongside people who care deeply about helping our clients make confident financial decisions.

03/18/2025

I'm excited to bring my skills and passion to my alma matter, Luther College!

08/18/2023

This tree made me take a pause today. Nature teaches us so much. The tree is being eaten by who knows...a woodpecker?...termites? The holes started small. And little by little they grew, like a snowball. A compounding effect. Our money is the same. Small changes, even minute by minute or day bay day, can make a big difference. Thanks nature, for this gentle reminder today..

04/25/2023

Raymond James Elevate Conference!

03/22/2023

LEGACY
My grandfather recently passed away at age 97. I knew he was special and made a tremendous impact on my life. I was in awe at his funeral when hundreds attended and shared stories of his influence on their lives too. The legacy he left was generosity- Caring for others of diverse faiths and cultures and scholarship funds for those wanting to teach abroad as he did.
In my role, I have the honor of asking my clients about their legacy. Sure, some of it is financial related. But it's just as much about their values and what they stand for.

03/17/2023

In the midst of banking sector and market turbulence, CIO Larry Adam shares four points for investors to remember during times of volatility.

www.raymondjames.com

03/17/2023

Happy St. Patrick's Day!

03/08/2023

On this International Women's Day, let's join in celebrating the achievements, contributions and impact of women around the world.
Her Soul Is Fierce
Her Heart Is Brave
Her Mind Is Strong
-R.H.Sin

02/15/2023

Happy Valentines Day!!

01/25/2023

Do you have extra cash in the bank? CDs and money markets are at attractive interest rates. It may be worth the time to explore what you haves sitting in cash vs. other options.

www.forbes.com

01/17/2023

Kindness is like sugar. It makes life taste a little sweeter🍭