Mark L. Cawyer

Further information about Mark L. Cawyer:

Mark Cawyer is Managing Principal of Navigant Advisors, LLC and a Wealth Management Advisor with more than 15 years of investment management and financial planning experience. He is committed to understanding and helping his clients meet their financial objectives. 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. He was also a business management consultant for four years. Mr. Cawyer has been an investment manager for an institutional equity fund and later started his own investment research and advisory firm where he worked for three years prior to transitioning to Merrill Lynch in 2004. After serving his clients there for four years, Mr. Cawyer along with Zachary Pittinger, started Navigant Advisors, LLC where he currently serves as Managing Principal.

Compensation and Fee Structures:

Assets Under Management - 1% up to $5 million; scales down for assets greater than $5 million.

Licenses, Certifications & Affiliations:

Series 7, 65, 63, CPA

Education:

University of Texas at Austin MBA - Investment Finance, 1997
Abilene Christian University BBA - Accounting, 1990

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Further information about Navigant Advisors, LLC:

(Size of firm: 0-9 advisors)

Navigant Advisors, LLC strives to help our clients achieve financial peace of mind. We do this through a combination of rigorous financial planning, disciplined portfolio construction and management, and attentive personal service. We are confident that the surest path to wealth creation is through consistent compounding of positive returns.

Accordingly, we employ absolute return strategies (performance measured as a stand-alone, not relative to an index) so that our clients can sleep at night, knowing that that their individual objectives are on track, no matter what the news of the day may have brought.

Mark Cawyer and Zachary Pittinger formed Navigant Advisors, LLC in early 2008 in an effort to provide a level of service to their clients that could not be achieved at the national broker-dealer where they met. Their offices are located outside of Houston in the Sugar Land area. Mark has an extensive background in market history research, equity analysis and portfolio management. Zachary's fixed-income expertise was earned through trading bonds for a large, regional broker-dealer and, subsequently, working with institutional money managers to optimize their portfolio perfomance.

Navigant has partnered with Fidelity Institutional Wealth Services, who serves as Custodian and back office partner.