Broker Check


Our Team

Stephenson Juley, ChFC®

Director of Financial Planning, Financial Services Representative, Partner of The AdvisoryOne Group**

Well into his third decade in the financial services industry, Steve has developed recognized knowledge in the advanced business and personal planning arenas. He is experienced in the use and implementation of such advanced concepts as...

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Joel Rovner, CLU®, ChFC®

Financial Services Representative, Financial Planner, Partner of The AdvisoryOne Group**

Joel has been servicing his clients' insurance and financial needs since 1971. His practice focuses primarily on Employee Benefits, Salary Continuation and Executive Compensation Plans. He also works in the areas of Estate Conservation...

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Maria Jarvis, CLU®, ChFC®

Broker, Registered Representative, Partner of The AdvisoryOne Group**

Maria has been helping clients meet their financial goals for over 30 years. Her career began on the risk management side of the business at Northwestern Mutual; she then transitioned over to the investment arm of Robert W. Baird,...

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Todd Chalem, MBA, CFP®

Financial Services Representative, Financial Planner, Partner of The AdvisoryOne Group**

Todd is committed to helping clients achieve their financial goals. He grew up around two family businesses and has been a small business owner himself. He understands the rewards as well as the challenges that face business owners and...

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Geoffrey C. Steger, CLU®, ChFC®, CASL®, CAP®

Financial Services Representative

Geoff has been helping clients reach their financial goals since he joined New England Financial in 1976. His experience has allowed him to develop expertise in many areas including Individual Life and Disability Income Insurance,...

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Steve R. Herrmann, CFP®, ChFC®

Financial Services Representative

A practicing financial planner, Steve is a business planning strategist offering a concierge service for select clients that is a results-driven with a formal strategic process wrapped in unparalleled service. He acts as a resource to...

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Robert T. Weil, AWMA®, CRPC®

Financial Services Representative, Financial Planner

Robert has been a financial advisor for over 30 years, working with business owners, executives and families along many facets of their financial plan. In addition to providing financial planning and investment management...

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David C. Steger

Financial Services Representative, Financial Planner

David is the third generation of his family to work in financial services, beginning with his grandfather in 1948. His practice focuses on portfolio management and comprehensive financial planning. He earned his Master's Degree in...

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Erin Juley

Financial Services Team Associate

Erin joins her parents as the second generation of her family to work in financial services with an emphasis on fee-based financial planning. Erin played D1 collegiate volleyball at University of California, Long Beach and...

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Kathryn Munoz

Director of Operations

With over 25 years of financial services experiences, Kathryn oversees the day to day activities of our organization. She operates from a client oriented and service based perspective, and her mission is to provide the highest level of...

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Roseann Lund

Client Relationship Coordinator

Roseann originally joined New England Financial over 30 years ago. She is invaluable to the team, as well as to their clients. Roseann handles all client service calls and is able to troubleshoot and resolve issues. In the balance of...

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Caroline Kurzydlo

Client Relationship Coordinator

Caroline is currently finishing her undergraduate degree in accounting from Purdue Global.  She focuses on bookkeeping, as well as, supporting the advisors to ensure clients have an exceptional experience. Caroline exemplifies...

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** Partner titles are those afforded to partners of The AdvisoryOne Group, LLLP.