Within minutes of first meeting Carlo you can’t help but recognize his genuine passion for making a positive difference in the lives of the people he comes in contact with each and every day. Since 1986, Carlo has provided the...

Chris, Carlo’s nephew, brings deep financial knowledge and a strategic mindset to Navigation Group. After earning a degree in Finance and Business Strategy from Washington University in St. Louis’ Olin Business School, he began his...

When Erik started his career in 1992, he built a practice based on open communication and his desire to make a definable difference in each and every client’s life. In his work, Erik most values the relationships that have grown...

John has over two decades of experience working alongside financial advisors helping clients reach their financial goals.  He spent much of his career at a major San Francisco-based bank supporting the elite tier of the...

Karen is a crucial team member who began her career in 1986. Her years of financial planning experience help her to provide dedicated and conscientious service to co-workers and clients alike. She earned her CFP® from the College...

Having worked in the Banking and Financial Services industry for over 30 years, Leann brings with her experience in all facets of investment operations and client services.  This includes onboarding and implementation, cash flow...

Planning, Portfolio Specialist, LPL Registered Administrative Assistant

Pat has been designing financial plans for clients for over 25 years as an advisor, regional analyst, and most recently as Navigation Group’s Team Leader and resident planning professional. His experience and...

Zita joined Navigation Group with a background in various legal, bookkeeping and administrative roles and is a wonderful addition to our team. She was born in Hungary and spent much of her youth there and in Austria prior to coming to...