Meet the professionals who can help you
Pursue Your Goals

We help individuals and families pursue their ideal retirements.


The team behind John Navin & Associates Inc. is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.


John Navin
Owner, Financial Advisor

John uses his more than 20 years of experience in the investment and insurance industry to help his clients build a financial plan designed to help them focus on living out a fulfilling retirement.

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 set out to turn 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 allows him to pursue his passion: helping people create the life they want to live.

John has passed the Series 65 and 66 securities exams and holds insurance licenses in Arizona, Illinois, Alabama, Florida, Wisconsin and Tennessee.

John lives in Nashville, Tennessee, with his wife, Dana. He has two daughters, Kailey and Julia. He is active in his community, serving as a member of both the Williamson County Chamber of Commerce and the Nashville Entrepreneur Center. Outside of work, John enjoys traveling, running, hunting, biking, swimming and gardening.


Karen Shepard
Operations Manager

Karen loves working with people and being a part of building a happy, healthy work environment.

Prior to working for John Navin & Associates, Karen successfully ran her own skin care business and worked for a national cigar company.

She came to work for John after a mutual friend professionally introduced them to one another after noticing their shared passion for life and love of laughter. With her motivation and positive energy, Karen fit in instantly and immediately became a valued member of the team; now she is an organizing girl living in the fabulous finance world.

Ready to take
The Next Step?


For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.


Or give us a call at 615.656.3170