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Wolf Retirement Navigation is an independent broad-spectrum financial advisory firm built upon the premise of maintaining a client-centered approach.

We are dedicated to maintaining the highest standards of excellence and ethics, as defined by our fiduciary duty to you, our client. You can rest assured that we will always protect your interests and place them — legally, ethically, and morally — first and foremost in each and every decision we make on your behalf.

A lifelong partnership with you, based on allegiance and trust.

Our team’s goal is to tailor a successful retirement plan for you that offers guidance along life’s journey and the flexibility to adapt to potential changes along the way — empowering you to live the lifestyle you desire and leave the legacy you envision.

Wolf Retirement Navigation has been recognized in The List of Certified Financial Planners for the past three years by The Jacksonville Business Journal.

CPF Award, 2017
CPF Award, 2018
CPF Award, 2019
CPF Award, 2020

Financial Advisor & Client Services

Adam Wolf, CPA, CFP®
Adam Wolf, CPA, CFP®
President

Adam Wolf is the president of Wolf Retirement Navigation, LLC and has more than 20 years of experience in the personal financial services industry.

Robin Klob
Robin Klob
Marketing and Events Coordinator, Notary Public

Since 1997, Robin has been engaged in many facets of customer service and marketing. In 2014, she brought her enthusiasm for her career to Wolf Retirement Navigation.

Eileen Ybanez
Eileen Ybanez
Director of Client Services

In November 2017, Eileen Ybanez joined the Wolf Retirement Navigation team as the newly appointed director of client services.

Sandra Morris, LTPC (Long-Term Preferred Care)
Sandra Morris, LTPC (Long-Term Preferred Care)
Solution Sales Professional

Sandy’s primary goal is to educate her clients so they can protect their independence, assets, and peace of mind.

Andrea Challenger
Andrea Challenger
Director of First Impressions

Prior to joining the Wolf Retirement Navigation team, she lent her natural gift of customer service to the health care industry as a medical assistant and surgical coordinator.

Mike Harper, CLU, FLMI
Mike Harper, CLU, FLMI
President, Haskell Harper, LLC

Mike Harper is a seasoned life and health insurance professional, celebrating 45+ years working in various focus areas within the insurance industry sector.

Martha Marshall
Martha Marshall
Tax Manager, Wolf Tax LLC

Prior to joining the team as tax manager of Wolf Tax LLC in 2019, Martha spent 13 years in corporate retail finance,

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