Broker Check

Meet the Team

Welcome To Navigation Group

While many firms start with leading questions, we start with conversation. Some advisors start with your valuables, we start with what you value. At Navigation Group we start with “why?”. Our experience has taught us that this simple question often leads us to the most amazing and important conversations; those that provide clarity and help to convey your experiences and what you hope to achieve.

Even in the most challenging of times, our clients find confidence in knowing they have an advocate with decades of experience who will provide transparent financial reasoning. It’s why we treat your wealth as we would our own, and why the only board of directors we answer to is the one that sits around your dinner table every night.

We take great honor in the responsibility of being your financial partner so that you may more fully enjoy your journey. We meet you where you are financially and provide the discovery, planning, guidance and partnership necessary to help you map your course toward financial independence. As your strategic partner we strive to provide you with the professional guidance necessary to help you address your financial concerns and obtain the clarity to pursue your goals with confidence.

Carlo Panaccione

Carlo Panaccione, CFP®

Founder, Private Wealth Advisor, LPL Registered Principal

Erik Davis

Erik S. Davis, CFP®

Founder, Private Wealth Advisor, LPL Registered Principal

Erik Midas

Erik Midas

Financial Advisor

Karen Franco

Karen K. Franco, CFP®

Planning Specialist, LPL Registered Administrative Assistant

Neel Desai

Neel Desai

Planning, Portfolio Specialist, LPL Registered Administrative Assistant

Patrick McCullough

Patrick McCullough, CFP®

Director of Client Service

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