Our Team

Our Team

Steve Navarro, AIF®

Partner and Managing Principal

Steve has been in the financial services industry for 27 years, assisting a wide variety of clientele from small businesses, individuals, families, trusts, defined contribution, and defined benefit plans. Today as managing principal his main role is acting as a trusted advisor to his clients and leading the team at New England Wealth Management, an independent wealth management and financial firm.

Steve graduated cum laude from the University of Massachusetts Amherst in 1978. He received his BS in civil engineering and became a member of the Tau Beta Pi honor society. In 1989, he made a career change to the financial services industry when he joined Citigroup as a financial representative and quickly became senior vice president. In 1996, Steve moved his practice to Commonwealth Financial Network® and shortly became a member of the President's Club. In 2000, Steven joined the Financial Planning Association. In addition to course work toward the CERTIFIED FINANCIAL PLANNERTM certification at Northeastern University, he 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 & Variable Insurance Licenses in the Commonwealth of Massachusetts and New Hampshire


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

Steve has been married to his best friend, Cindi, for more than 35 years. They enjoy spending time with their three children and five grandchildren. Today Steven enjoys working with his son Jason, who joined the practice in 1998. Aside from serving as the board chairman for a nonprofit organization in Boston, some of Steve’s other interests are fly-fishing, performing semiprofessionally as an electric/acoustic lead guitarist, traveling, kayaking, and skiing.

Fixed insurance products and services offered by New England Wealth Management, LLC.

President's Club is a distinction based on annual production.

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

Partner

In 1998 Jason joined the practice anticipating only staying for a year to get a feel for financial planning. That was more than 18 years ago, and Jason’s passion for helping clients achieve their financial goals has led him to become 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.

Attending business school, Jason recieved his BS degree from Bentley University, enjoying studies in finance and economics. While attending Bentley, Jason was a member of the lacrosse team and won the Varsity Athletic award in 1996. Shortly after college, Jason began his financial planning training at Merrimac College, taking courses in financial planning for the CERTIFIED FINANCIAL PLANNER™ certification. Jason also attended the College for Financial Planning and attained the Chartered Retirement Plans SpecialistSM designation. In addition, Jason attended the American College and completed the advanced financial planning designation Chartered Financial Consultant®. He also became a member of the International Association of Registered Financial Consultants and earned his RFC designation. 

Jason has acquired the following industry registration, certifications, and appointments:      

  • Chartered Financial Consultant® ( ChFC®)
  • Accredited Investment Fiduciary® (AIF®)
  • Chartered Retirement Plans Specialist® (CRPS®)
  • Registered Financial Consultant (RFC)
  • Investment Adviser Representative* (FINRA Series 65)
  • Investment Company Products/Variable Contracts Limited Rep* (FINRA Series 6)
  • Corporate Securities Registered Representative* (FINRA Series 62)
  • 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

For more than 16 years, Jason has been married to his beautiful wife, Mandy, and enjoys spending time being a father to his two children and running with his two Italian greyhounds. When Jason isn’t working with clients, he is on the field helping his kids' sports teams or assisting his church. 

Fixed insurance products and services offered by New England Wealth Management, LLC.

Michael L. Klonsky, CFP®, AIF®

Partner

Michael Klonsky is a CERTIFIED FINANCIAL PLANNER™ practitioner and Accredited Investment Fiduciary® designee with more than 20 years of experience working with individual, families, business owners, and professionals. He has the experience and professional credentials to guide you to a financial investment plan customized to your needs. He believes that the most effective planning happens in a three-step progression:

  1. Assist clients in the accumulation of capital for their defined goals
  2. Manage the capital to help ensure that it meets the client's goals
  3. Transfer remaining capital to beneficiaries in the most tax-efficient manner

Active in his community, Mike is past president of the Massachusetts chapter of the Lymphoma Research Foundation. He dedicated his 2012–2013 triathlon season to raise money for the Massachusetts General Hospital's Cancer Center. Mike is training to swim the English Channel in August 2019 to continue his fund raising for the Mass General Cancer Center and to help fight hunger for kids in the United States. Mike was recognized as a 2010 Massachusetts General Hospital Cancer Center honoree for being one of the 100 individuals whose diligence, philanthropy, and passion have helped advance the fight against cancer.

Mike enjoys being involved with his children’s many sport teams, training for triathlons, and skiing. He and his wife, Toni, reside on the North Shore of Boston with their children.

Lisa Richard, RP®

Manager of Client Services

Lisa has been with the firm for more than six 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. Lisa has degrees in economics/finance and most recently completed her Registered Paraplannersm (RP®

Kristen McDonald

Administrative Assistant

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. She has been married to her husband, Steven, for 15 years, and they have three children. She volunteers at her church teaching religious education and also enjoys camping, hiking, and spending time with her family.