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About Our Firm

John Navin & Associates' mission is to help people create financial strategies designed to give them confidence in their financial future.

We are dedicated to our clients, and we hold ourselves accountable to helping them pursue the retirement lifestyle and freedom they desire and deserve.

At John Navin & Associates, we understand that life is a balancing act. We believe that a person’s happiness relies not on one thing, but rather on a combination of financial, personal and physical health. We partner with you to develop an approach that works for your financial situation in order to bring these areas in sync to help you work toward financial confidence.

Meet John Navin

John Navin is a financial advisor and the owner of John Navin & Associates. With more than 20 years’ experience in the investment and insurance industry, John helps people design their dream retirement lifestyle. He works with his clients to build a financial plan designed to help you focus on living out a fulfilling retirement.

With the right balance of financial, physical and personal wellness, John believes that anyone can live a truly wealthy life. He learned from experience. Ten years ago, he was in an unhappy marriage, 60 pounds overweight, and compensating by buying things he didn’t need. He was making money, but he wasn’t happy.

That’s when he realized there had to be another path to fulfillment, and he turned his life around. He met the woman he’s married to now, lost the weight by completing multiple Ironman competitions and built a business that lets him pursue his passion: helping people create the life they want to live.

John lives in Nashville, Tennessee, with his wife, Dana. He has two daughters, Kailey and Julia. He is an active member of his community, serving as a member of both the Williamson County Chamber of Commerce and the Nashville Entrepreneur Center.

John has passed the Series 65 and 66 Securities exams, and he holds his insurance license in Arizona, Illinois, Alabama, Florida, Wisconsin and Tennessee. Outside of work, John enjoys traveling, running, hunting, biking, swimming and gardening.

Meet Karen Shepard

Operations Manager

Karen loves working with people and being a part of building happy, healthy work environments.  Inspired by their motivation and positive energy, she has always been drawn to growing, small businesses.  Her past careers are well versed from running her own skin care business to working for a national cigar company.  A mutual friend of John and Karen’s professionally introduced them to one another after noticing their shared passion for life and love for laughter.  She fit in instantly and excitedly joined the team.  Now she is an organizing girl living in the fabulous finance world.

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Our Focus

» Retirement Planning
» Wealth Management
» Annuities
» IRA & 401(k) Rollovers
» Balanced Lifestyle

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