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Arick Morton, Advisor (left) and
Steve Morton, CEO (right)
Welcome to the Family
Headquartered in Raleigh, North Carolina, we are operated by a father and son team. Our team is advancing the senior living experience with innovative programs designed to enhance the quality of life for every resident.
We operate from a perspective of continuous quality improvement. We recognize endless opportunities for enriching our residents’ lives, as well as those of our employees. We start each day excited to embrace that challenge.
Stephen T. Morton
Chief Executive Officer
Stephen Morton has more than 30 years of experience building, leading, managing, and investing in the senior living sector.
Stephen has worked for many of the nation’s largest senior living operators and co-founded Southern Assisted Living, Inc. (SALI) in 1996. SALI became the largest provider of independent living, assisted living, and memory care in the Southeast, with 41 communities and 2,000 employees across Virginia, North Carolina, and South Carolina.
Stephen served as President and Chief Operating Officer responsible for the construction of the SALI portfolio, as well as the creation, implementation, and results of day-to-day operations. Following the sale of SALI to Brookdale Senior Living in 2006, Stephen served as the CEO of Bell Senior Living, completing a successful turnaround prior to the company’s sale to Five Star Senior Living.
Stephen now serves as a co-founder and CEO of Navion Senior Living. Stephen also serves as an investor in, and advisor to:
- Life2 (a senior-housing-focused predictive analytics provider)
- Raleigh-based K4Connect (a senior-housing-focused internet-of-things company)
- Simply Easier Payments (a credit card payment platform for the insurance industry)
Stephen is a graduate of the University of California at Irvine with a Bachelor’s Degree in Economics.
Chief Operating Officer
Beverly is a very proud member of the SALI (Southern Assisted Living) alumni, where she worked as an Executive Director and Area Director before joining Brookdale and serving as a Regional Director of Operations for seven years. Beverly then joined Saber Healthcare Group as Vice President of Operations responsible for twenty-four properties in its Assisted Living Division. Prior to joining Navion, she was the CEO for Aventine Senior Living Company located in St. Petersburg, Florida.
Beverly is highly skilled and knowledgeable in all aspects of community operations management. She has an exceptional track record of building and developing strong teams, driving high standards of service quality, increasing efficiencies, and inspiring a culture of excellence. Through her leadership and steady example, Beverly has been able to drive community, regional, and company growth.
Chief Financial Officer
Jennilee Richardson joined the Navion family in 2021 and assumed the role of Chief Financial Officer in 2022. Jennilee manages all financial aspects of Navion’s business, including accounting, taxes, contract negotiations and operational support.
Before Navion, Jennilee spent more than thirteen years working in public accounting at regional and national firms. Her industry focuses during that time included real estate, manufacturing, distribution, life sciences, technology, and non-profit. She spent nine years working with non-profit continuing care retirement communities providing both consulting and audit services.
Jennilee earned a Bachelor of Science in Business Administration in Accounting from Appalachian State University and is a licensed Certified Public Accountant in North Carolina.
Senior Vice President of Operations
Jessica Latimer brings her expertise to the Navion southeast communities leading operations. Jessica comes to Navion Senior Solutions from Upstream Rehabilitation Services where she served as a Senior Regional Director of Sales. She is a proud SALI alumni with over 20 years of experience in the Senior living industry. Jessica has held Regional/Divisional roles in operations, sales, and training/development for senior living portfolios across multiple states consisting of Assisted Living, Memory Care, Independent Living and Continuing Care retirement communities.
Jessica is a servant leader passionate about developing future leaders providing guidance, expertise and resources to develop professionals in the industry. Growth minded, she has thee ability to analyze issues, devise process improvements, build community occupancy and incorporate business process driving performance. Jessica holds a Bachelor’s degree of Science in Health Care Administration. She is a licensed Administrator, precepted NC Administrators in training and a Certified Dementia Practitioner Trainer.
Senior Vice President of Operations
Patricia leads and supports the daily operations of all communities in the Navion portfolio, including managerial oversight for day-to-day operations, quality assurance, resident life enrichment, customer satisfaction, and sales and marketing performance. A driven leader with expertise in all aspects of community operations, Patricia has a proven track record of improving quality and building successful teams.
Before joining Navion, Patricia worked in regional director roles for two other industry leaders, Brookdale Senior Living and Southern Assisted Living. Her experience includes overseeing the successful construction, opening, and lease-up of multiple communities.
Patricia has supported dozens of communities throughout North Carolina, Virginia, and Florida. She is a Licensed NC Administrator and a certified preceptor for NC Administrators in training.
Senior Vice President,
Capital Assets and Procurement
Prior to Longview Senior Housing, Rick founded and operated CCS Real Estate and Facilities Services, a consulting firm specializing in acquisition integration, due diligence, capital oversight, and strategic planning with a focus in the senior care sector.
Rick began his plant operations career in senior living with Southern Assisted Living in 1999 after several years in the hospitality sector with Marriott International. Rick spent seven years with Southern Assisted Living and was instrumental in positioning the company for acquisition by Brookdale Senior Living in 2006.
Rick enjoyed eleven years with Brookdale Senior Living as a Divisional Director of Facilities Asset Management, where he was directly responsible for more than 120 communities across the southeast region.
Rick holds various building trades certifications and is a North Carolina Licensed Real Estate Agent.
Vice President of Sales and Marketing
Stephen comes to Navion from Dominion Senior Living, where he served as the Vice President of Sales and Marketing. At Dominion, Stephen was instrumental in driving the prelease and marketing strategies for several new construction communities. In addition, Stephen established and built the sales team while also developing the training programs for the organization. Before joining Dominion, Stephen worked in various regional sales and operational roles with Enlivant, Elmcroft, and FiveStar Senior Living. Stephen enjoys working with and developing leaders around him, which has resulted in an impressive track record in revenue enhancement and profit growth. Stephen currently holds an active South Carolina assisted living administrator’s license.
Mary Ann Drummond
Vice President of Clinical Services and Quality
Mary Ann brings with her an excellent record of promoting and introducing resident centered continuous improvement initiatives to ensure quality outcomes are achieved. Mary Ann is experienced in all aspects of senior living operations and works closely with state and regulatory officials to ensure the highest standards are maintained throughout the organization.
As an award-winning author, dementia educator and program design specialist, Mary Ann’s passion for quality services in memory care is evident throughout each organization she has served.
Additional strengths include a keen ability to develop policies and procedures that promote the organization’s mission, and develop teams that work together to deliver quality services while seeking to improve best practices on a continuous basis.
Vice President of Financial Planning and Analysis
Stacy began her career at Southern Assisted Living, where she held various corporate and community-based positions. During that time, she gained knowledge in operations, finance, human resources, purchasing, and customer service. Stacy then worked for Brookdale Senior Living, serving on the company’s Financial Planning & Analysis team. There, she obtained an even more robust understanding of operations, budgeting, and reporting for various care-setting environments.
At Navion, Stacy is responsible for budgeting, reporting, and operational analysis. She is a graduate of the University of North Carolina at Chapel Hill with a Bachelor’s Degree in Religious Studies.
Director of Homecare
Kim leads and supports all aspects of clinical operations at Navion, including managerial oversight for day-to-day clinical operations, quality assurance, resident life enrichment, and customer satisfaction. For more than 20 years, Kim has held leadership roles in both community and corporate level management for several industry-leading companies, including Brookdale Senior Living and Kindred. Her expertise in clinical leadership spans multiple care settings, including independent living, assisted living, memory care, and skilled nursing.
Before joining Navion, Kim was responsible for clinical services for Brookdale Senior Living in the position of District Director of Clinical Services, managing a diverse portfolio of more than 20 communities in multiple states.
Kim is a Registered Nurse and Certified Assisted Living Administrator in the State of North Carolina.
Vice President of Talent Optimization
Amber joined Navion with a decade of experience in senior living including independent living, assisted living, and memory care.
Amber held various support roles at her former employer, Commonwealth Senior Living, including accounts payable and payroll. Ultimately, she found her passion for investing in and growing talent as their Director of HR & Training. While there, she helped orchestrate and develop various onboarding programs, leadership training and simulations, and was the Subject Matter Expert supporting the Business Office Managers.
Amber is a recent graduate of Capella University with a Masters degree in Human Resource Management. She also holds her SHRM-CP and PHR.
Amber currently resides in a small town in Central Virginia right at the base of the Blue Ridge Mountains with her husband, six-year-old son, and dog. She and her family will be relocating to the Raleigh area this summer.
The Navion Senior Living mission is to foster a positive and growth-oriented workplace for our team members that creates a meaningful continuation of life experiences for all residents and their families. We are committed to innovative care techniques and continuously seeking out new technologies, service models, and best practices to improve the lives of seniors.
Our Core Values
- Joy in Service