Meet Our Team

Meet Our Team

Highly educated. Professional. Caring.

These are the criteria every member of our team must meet. These qualities translate to expertise, innovation, and understanding as we get to know you, your goals, and how your financial plan can best support those goals. We are always ready to address your concerns, answer questions, and help you bring stability to your finances.

David N. Navarro, ChFC®, CFP®, MSFS, CRPS®

Financial Advisor

Dave has been president of Chicago Oakbrook Financial Group since 1997. Effective October 15, 2014, Dave also serves as president of Beacon Financial Planning Services, LLC, a sister company of Chicago Oakbrook Financial Group. (Visit Chicago Oakbrook Financial Group for more information.) He is a registered Securities Principal of Commonwealth Financial Network® with more than 20 years of experience in the financial services industry. His compassion for helping people, coupled with his wealth management and financial planning skills, have earned him the respect of clients and colleagues alike.

Dave provides his clients with customized solutions to pursue their specific financial goals. Education is extremely important to Dave, as a way of helping his clients reach their goals. He believes that financial success is not merely measured in dollars, but in how well it allows someone to realize their dreams for themselves and their families.

 Dave resides in Wheaton with his wife and three children. Dave is an alumnus of the University of Illinois, Champaign, where he received a degree in economics and political science. Dave also holds a MS in financial services, and is both a CERTIFIED FINANCIAL PLANNER™ practitioner and a Chartered Financial Consultant® (ChFC®). Dave is active in his community and coaches youth soccer, basketball, and baseball teams. He has served on the board of Chicago's Entrepreneur Organization, the board of his church in Glen Ellyn, and has taught courses for aspiring ChFC® and CFP® professionals.

Leaders_seal
 

David N. Navarro is proud to have been recognized as a Leaders Level advisor for 2017—a distinction based on annual production attained by just 7 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Leaders Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Leaders Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

Brett E. Sherpan, CFP®, CRPS®

Financial Advisor

Brett's career began in information technology, where he developed simple solutions to abstract problems and excelled at translating the obscure and the complex into concise, understandable concepts. In 2002, he left the IT industry to embark on a new journey—in financial planning with Chicago Oakbrook Financial Group.

Brett now works with families, savers and inheritors, corporate executives, business owners, widows and widowers, retirees, and want-to-be retirees helping educate and navigate them through difficult and complex financial situations.

Brett is a CERTIFIED FINANCIAL PLANNER™ practitioner and an alumnus of Roosevelt University. He is also a Chartered Retirement Plans SpecialistSM designee. Brett currently resides in Willowbrook, Illinois.

Kristin M. Johnson, FPQP™

Paraplanner, Management Consultant

Kristin joined the Beacon Financial Planning Services, LLC, staff in February 2004. Her previous business experiences in banking, accounting, and advanced computer technology have allowed her to handle the many facets of her role as management consultant. Her meticulous eye for detail and her dedication to keeping our day-to-day operations running efficiently supports Beacon's ability to focus on providing clients with the highest quality of customer service.

Kristin’s artistic abilities have also been used to create firm advertisements, our website, and brochures and to coordinate our special client events.

In April 2008, Kristin successfully completed her studies and national examination with the College of Financial Planning in Denver, Colorado, to become a Financial Paraplanner Qualified ProfessionalTM.

Kristin's hobbies and interests include genealogy, photography, and making custom greeting cards and personalized gifts. She also enjoys bowling, kayaking, and traveling with her family and friends.

Ashley L. Luman, FPQP™

Paraplanner, Insurance Agent

Ashley joined the Beacon Financial Planning Services, LLC, staff in June 2013. She originally was hired temporarily as our scanning technician when Beacon Financial decided to go paperless. With her diligent work ethic, Ashley completed this project way ahead of schedule, leaving a lasting impression with our staff.

In January 2014, Ashley returned to Beacon Financial as a full-time administrative assistant. With her previous business experience in banking and retail customer service, Ashley now assists clients by answering general administrative questions, preparing detailed client paperwork, and completing daily office tasks. You may recognize her as the friendly voice that answers the phone.

In April 2015, Ashley successfully completed her studies with The American College to become a Financial Paraplanner Qualified Professional™. In February 2017, she completed her studies to become an Illinois licensed insurance agent.

Ashley loves designing and baking personalized cakes, various arts and crafts, and shopping. She is an avid fan of the Chicago White Sox and Chicago Blackhawks.

CFP®, CERTIFIED FINANCIAL PLANNERTM, and are certification marks owned by Certified Financial Planner Board of Standards Inc. These marks are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.