Financial planning firm continues to grow

By From page A11 | May 19, 2013

Carol MacDonald. Courtesy photo

Carol MacDonald. Courtesy photo

Carol MacDonald has joined Navion Financial Advisors as an administrative associate and Kevin Chen has been hired as a marketing associate. Navion is upstairs above Helmus Optometry at 355 Second St., Suite B.

MacDonald has 22 years combined experience in office administration and customer service, with 13 of those years specifically in the financial services industry. In addition to her administrative duties, MacDonald assists in portfolio review and financial planning.

Originally from Southern California, she came north to attend UC Davis and never left. She has lived and worked in Davis for 30 years and has been employed with locally owned businesses.
An avid volunteer, MacDonald is an active member and past president of Soroptimist International of Davis, a volunteer at the UC Davis Arboretum and president of the board of directors of the Yolo Children’s Fund.
She is a student pilot currently working on her private pilot’s certificate and also enjoys hiking, running, movies, musicals, reading, quilting, traveling and spending time with her dog, Boo.

Contact her at [email protected].

In addition to marketing, Chen also assists the firm with social media. He is an undergraduate student at UC Davis studying communications and managerial economics.

Chen’s interest in business was sparked when he purchased his first motorcycle at age 16, and decided to sell it for profit to buy a newer bike. This experience taught him not only about marketing, but also about the automotive industry itself. Chen also enjoys snowboarding, swimming, camping, off-roading and traveling.

He’s from Cupertino in the San Francisco Bay Area. Contact him at [email protected].

Navion Financial Advisors is an independent, fee-for-service firm offering financial planning, investment management and other financial advice. The firm, established in 1990, has offices in Davis and Sacramento. For more information, visit www.nfadvisors.com.

Enterprise staff

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