Leadership Team

Our principals have more than 150 years of combined experience in developing and operating senior housing communities across the southeastern United States.

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.

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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 in 2006, Stephen served as the CEO of Bell Senior Living, completing a successful turnaround leading to a five-star rating.

Most recently, Stephen served 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.

Kellee Agee

EXECUTIVE VICE PRESIDENT OF OPERATIONS

Kellee Agee is a strategic, results-driven, and service-oriented professional with more than 20 years of progressive and visionary leadership in senior living.

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Kellee joined Navion from Brookdale Senior Living, where she served as a Regional Vice President of Operations and District Director of Operations. During her service at Brookdale, Kellee managed a portfolio of independent, assisted living, memory care, and skilled nursing communities that spanned from twelve to 52 locations and as many as 3,230 units across North Carolina, South Carolina, Virginia, and Tennesse. Before Brookdale, Kellee was Regional Vice President of Operations for Southern Assisted Living.

Kellee has served on the Argentum Regional Executives Roundtable since 2007, and she is a licensed NC Administrator and certified preceptor for NC Administrators in training.

Kim Stoneking

SENIOR REGIONAL DIRECTOR OF CLINICAL SERVICES

Kim Stoneking brings more than 20 years of extensive operational and clinical experience to Navion.

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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. Over the past 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.

Arick R. Morton

VICE PRESIDENT OF CORPORATE STRATEGY

Arick Morton has a deep background in healthcare and senior-focused technology.

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After being an active participant in the creation and operation of Southern Assisted Living, Arick worked in corporate strategy and new product development for the Advisory Board Company, one of the nation’s largest healthcare research and technology firms. There, Arick successfully conceptualized, built, launched, and managed three new healthcare business lines, which today generate a combined $25 million per year in revenue. Arick launched VisionLTC, a senior housing market analytics technology platform, while simultaneously pursuing an MBA from the Harvard Business School.

Most recently, Arick has managed the growth of  VisionLTC’s  geospatial approach to evaluating the attractiveness of senior housing markets and sites nationwide, while also managing all market evaluation and financial analysis activity for Navion. Arick is an honors graduate of the University of North Carolina at Chapel Hill, with a Bachelor’s Degree in Philosophy & Political Science, and a Master’s Degree in Business Administration from the Harvard Business School.

Stacy Hartnett

VICE PRESIDENT OF FINANCIAL PLANNING & ANALYSIS

Stacy Hartnett has nearly 20 years of experience in the senior living industry.

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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 on the Financial Planning & Analysis team. She gained an even greater understanding of operations, budgeting, and reporting for all care setting types.

Before joining Navion, she was the Senior Director of FP&A for Brookdale’s Southeast Division, comprised of 270 communities, and most recently, the Senior Director of FP&A-Core Support, which streamlined reporting and processes over the entire senior housing portfolio. In this role, Stacy was also responsible for the FP&A component of Brookdale’s concierge program as well as strategic marketing.

Stacy is a graduate of the University of North Carolina at Chapel Hill with a Bachelor’s Degree in Religious Studies.

Patricia McCulloh

SENIOR REGIONAL DIRECTOR OF OPERATIONS

Patricia McCulloh joined Navion with 28 years of senior living experience in independent living, assisted living, and memory care.

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Before joining Navion, Patricia worked as a regional director 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.