Built to Bring You Our Best

Our carefully crafted team of experienced professionals and fiduciary financial planners is dedicated to delivering sound strategies and boutique service to address your private and corporate wealth needs.

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Competence and Experience

We offer you confidence, competence, and experience—all delivered with an empathetic heart.

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Vision and Values

With a deep understanding of you and your passions, we align your financial goals with your values.

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Steve Navarro, AIF®

 

Founder & Partner

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Jason Navarro, ChFC®, CRPS®, AIF®, RFC

Managing Partner

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Lisa Richard, FPQP®

 

Manager of Client Services

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Kristen McDonald

Client Services Specialist

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Larry Karle, CFP®

Director of Workplace Retirement Plans

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Anne Heutlinger

Financial Assisstant

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Steve Navarro, AIF®

Founder & Partner

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Steve Navarro originated from Danvers, Massachusetts, and now lives in Salem with his beautiful wife, Cindi. Danvers holds a special place in Steve’s heart because it is where Steve and Cindi raised their three children, so deciding where to open his own practice and continuing his career was not a difficult decision to make. They now enjoy spending time with their three children and five grandchildren.

Steve likes taking advantage of the nature that New England has to offer; he can often be found fly fishing all throughout New England, kayaking down the Ipswich River, or going for a walk with his dog Theo (pictured) down nature trails. When the weather gets cold, Steve and his family enjoy heading up to the mountains for a family ski weekend getaway.

Steve graduated with honors from the University of Massachusetts at Amherst in 1978. He is an experienced financial manager and has been in the financial services industry for 27 years, assisting a wide variety of clientele. Steve is an Accredited Investment Fiduciary® and is trained in managing wealth for individual clients. His objective is to put his clients first and to help them reach their individual goals.

Steve has acquired the following industry registrations, designations, and appointments:

  • Accredited Investment Fiduciary® (AIF®)
  • Investment Adviser Representative* (FINRA Series 65)
  • General Securities Registered Representative* (FINRA Series 7)
  • Registered Securities Principal* (FINRA Series 24)
  • NASAA Uniform Securities Agent* (FINRA Series 63)
  • Life, Health, and Variable Insurance Licenses in the Commonwealth of Massachusetts and New Hampshire

*Through Commonwealth Financial Network®, Member FINRA/SIPC a Registered Investment Adviser

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Jason Navarro, ChFC®, CRPS®, AIF®, RFC

Managing Partner

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Jason Navarro lives in Danvers, Massachusetts with his wife, Mandy, and his two children. He loves spending time helping his children excel in school and sports. His passion for sports stems from when he attended Bentley University and played on the varsity lacrosse team. When not at work, Jason enjoys boating in the summer and skiing in the winter. You may also catch him hiking the trails or fly fishing the rivers in the white mountains of New Hampshire with his Whippet dog, Sammy.

Jason received his bachelor’s degree from Bentley University where he enjoyed his studies in finance and economics. In 1998, Jason followed his father into the family practice. Jason's passion for helping clients address their financial goals has led him to become a partner in the firm. Today, Jason is the firm's leading expert in the design and management of ERISA company retirement plans and business planning strategies. For three years in a row, Jason has received the "Top Financial Advisers, FT 401 Rankings" by the Financial Times*.

Jason has taken courses in financial planning for the CERTIFIED FINANCIAL PLANNER™ certification at Merrimack College. Providing expertise in company retirement plans, Jason attended the College for Financial Planning and attained the Chartered Retirement Plans Specialist℠ certification. In addition, Jason attended the American College and completed the advanced financial planning certification Chartered Financial Consultant®. He also has attained the AIF® (Accredited Investment Fiduciary) certification, providing expertise in fiduciary money management. Jason also became a member of the International Association of Registered Financial Consultants and earned his RFC certification as well as acquired the industry registrations, certifications, and appointments through Commonwealth Financial Network®, Member FINRA/SIPC a Registered Investment Adviser.​

*FT 400: To compile the 2018 list, the Financial Times evaluated nominees on six primary areas and calculated a numeric score for each advisor. The areas of consideration were assets under management (AUM), asset growth, compliance record, experience, credentials, and accessibility. Approximately 880 qualified applications were received; 400 advisors were selected, representing 45.4 percent of applicants. Not indicative of advisor's future performance. Your experience may vary. For the full methodology, please visit ft.com ​

 

 

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Lisa Richard, FPQP®

Manager of Client Services

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Lisa Richard is from North Attleboro, Massachusetts and has lived in Peabody for the past 20 years, raising her family. Lisa’s two boys are at the center of her life; she always supports them at their sports games and volunteering at their schools. As a family on Sundays, the Richard’s can be found gathered around the TV, loudly cheering on the Patriots. All of the passion that Lisa has in her everyday life is carried over to her work at New England Wealth Management.

Lisa graduated from Bridgewater State University with a degree in finance and a minor in economics. She also has certifications from The College for Financial Planning, which are FPQP- Financial Paraplanner Qualified Professional.

Lisa has been with the firm for more than nine years and has quickly become an instrumental piece of the Client Services team. She has experience assisting the Private Wealth Management team in financial plan preparation and portfolio reporting and has increased her role in assisting the ERISA Retirement Plan team.

 

 

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Kristen McDonald

Administrative Assistant

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Kristen McDonald is from Everett, Massachusetts. She and her husband, Steve, moved to Peabody, Massachusetts to raise their three kids. They often enjoy traveling as a family; however, their favorite place to go is the most magical place on earth, Disney. Kristen is actively involved in the community and volunteers at her church, teaching religious education. She also can be found enjoying all of the nature that New England has to offer, whether it be camping with her family or walking trails with her dog, Cooper.

Kristen came aboard the firm in November 2015. She has several years of experience in the mutual fund industry, working as an executive assistant in support of a team of international and domestic senior portfolio managers. Kristen’s role at the firm is to support the ERISA Retirement Plan and Wealth Management teams.

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Larry Karle, CFP®

Director of Workplace Retirement Plans

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As a leading financial advisor for more than 25 years and a CERTIFIED FINANCIAL PLANNER™ professional, Larry has developed a reputation as a knowledgeable, empathetic, and loyal professional focused on creating and enhancing value for the companies and the individuals that he is grateful to serve. Servant leadership is a guiding principle of the way Larry approaches his life personally and professionally. Larry has committed his career to connecting with individuals and corporate clients “where they are” and then going to that place to create unique value.

 

 

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Anne Heutlinger

Financial Assistant

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Anne Heutlinger grew up in Salem Massachusetts and moved to Danvers with her husband Steven to raise their three children. She graduated from Salem State University with a Bachelor’s Degree in Business Administration with a concentration in Accounting Management.

The bulk of her earlier career was working at Braun Inc, a division of the Gillette Company, initially in various Cost Accounting positions then moving on to the Finance Department as an Analyst. As her family grew, she left the corporate world to volunteering at her children’s school and attend their many sporting events. Once her youngest was in kindergarten she went back into the work force decorating cakes at a local Danvers bakery. After many years of cake decorating, she then returned to the Accounting field, working for small to medium size companies in both the Accounting and Controller capacity.

Anne assists both the Private Wealth Management and the Corporate Retirement Plan teams.