Team

Directors of Navigation Financial Group

Standing (L to R) Clyde W. Wyatt III and Roger R. Gekiere; Seated (L to R) John D. Wolverton and Steven P. Hagemann

Our Advisor Representatives

More than 30 years ago our firm was founded as Gekiere and Associates. Throughout the past three decades we have seen many changes in our clients' lives and the financial services industry. This evolution of our industry has allowed our firm to better position our clients to achieve their financial goals. With traditional values we bring innovative ideas to our clients and their planning needs. We build lasting relationships based on stability, integrity and success. Providing reliable financial services and quality advice we are determined to open doors and create opportunities for our clients. We aspire to be the best at what we do. We pride ourselves on our "personal touch." Our mission is to provide "Meaningful Advice that Produces Measurable Results."

Our advisor representatives hold many of the most respected credentials in the industry.

Ryzman/Minucci Wealth Team

214-217-5817

We have worked together since 2000 when we began our careers at Fidelity Investments. After many years of developing retirement strategies, we have brought this expertise to Navigation Financial. As purely independent advisors and...

Alicia Dennis Thompson

Registered Office Assistant

(214) 217-5823

adennisthompson@navigationfinancial.com

www.finra.org

www.sipc.org

Andy Holt

Financial Planner

(806) 655-0251

aholt@navigationfinancial.com

Andy Holt is a financial planner and investment advisor representative with Securities America Advisors, Inc., and a registered representative with Securities America, Inc.

Carolyn Teschemacher, CLU

Financial Consultant

(214) 217-5807

tesch@navigationfinancial.com

Carolyn has been working with individuals and business owners since 1985.

Christopher W. Wyatt, MBA

Financial Planner

(214) 217-5803

chriswyatt@navigationfinancial.com

Chris joined Navigation Financial Group in early 2008 after spending nearly 8 years as a Private Banker for JP Morgan.

Clyde Wyatt

Managing Director

(214) 217-5805

cwyatt@navigationfinancial.com

Practice Focus• Individual & Business Financial Services• Estate Planning Strategies• Insurance & Investment Analysis• Employee & Group Benefits• Tax Planning Strategies• Wealth...

David Ryzman, CFP®

Financial Planner

(214) 217-5817

dryzman@navigationfinancial.com

As an independent financial planner, David has provided customized investment advice for over 15 years, having recently joined Navigation Financial Group, a business of Securities America Inc. in 2014.

Denny Meyer, CPA

(361) 882-6132

Denny Meyer is a Certified Public Accountant in Corpus Christi, Texas, and an investment advisor representative with Securities America Advisors, Inc., and a registered representative with Securities America, Inc. He earned his BBA...

George Flynn

Financial Consultant

(979) 849-2409

gflynn@flynn-company.com

George provides customized financial services to both individuals and businesses.

C Glenn Cunningham, AAMS, MBA

Financial Advisor

(806) 331-2600

gcunningham@navigationfinancial.com

Glenn is a long time resident of the Texas Panhandle and an Amarillo native. He received a BBA in Finance from Texas Tech University in 1977 and an MBA with emphasis in Economics from West Texas State University in 1988.

James White

Wealth Manager

903-581-0631

9032589898

jwhite@navigationfinancial.com

James A. “Jim” White Sr. Wealth Manager jwhite@navigationfinancial.com 903-581-0631 Jim has worked in financial services since 1994, and since 2001 has been as an independent financial advisor to individuals and business....

Jeff Minucci

Wealth Advisor

214-217-5806

214-217-5801

jminucci@navigationfinancial.com

Jeff Minucci, CFP®, CRPC® jminucci@navigationfinancial.com (214)217-5806 Jeff joined Navigation in 2016 after spending 16 years with Fidelity Investments. As a Vice President/Financial Consultant with Fidelity, Jeff worked with...

Jeffrey Chado, MBA

Financial Advisor

(806) 331-2600

jchado@navigationfinancial.com

Jeff joined Navigation Financial Group in the summer of 2012 to focus primarily on financial planning and group retirement benefits.

Jim Einspanier, CLU, ChFC

Financial Consultant

(214) 217-5818

jeinspanier@navigationfinancial.com

Jim has been working with individuals and business owners since 1982.

John Wolverton CLU, CFS, RFC

Director / Financial Planner

(214) 217-5804

jwolverton@navigationfinancial.com

John holds many professional industry designations including CLU (Chartered Life Underwriter), CFS (Chartered Fund Specialist) and RFC (Registered Financial Consultant).

Johnny Moore, CPA/PFS

Financial Advisor

(806) 331-2600

jmoore@navigationfinancial.com

Johnny Moore is a Certified Public Accountant in Amarillo, Texas, and is a Registered Representative with Securities America, Inc.

Lawrence Gekiere, Sr. CLU, ChFC, CFS

Firm Founder / Financial Planner

(214) 217-5809

lgekiere@navigationfinancial.com

Lawrence holds many professional industry designations including CLU (Chartered Life Underwriter), CFS (Chartered Fund Specialist) and ChFC (Chartered Financial Consultant).

Leah Anne Brooks, MBA

Financial Advisor

580-916-3053

877-771-3054

leahanne.brooks@securitiesamerica.com

Leah Anne is a Financial Advisor with Securities America Advisors, Inc. and Registered Representative. Leah Anne specializes in retirement planning, retirement distribution and investment planning. An industry veteran with over 10...

Mike Ruff, CFP®

Financial Consultant

806-665-2507

806-665-0166

mike.ruff@securitiesamerica.com

We provide financial and lifestyle education to help people have retirement success. After recognizing his clients need for financial planning advice through work at his CPA firm, Mike Ruff earned the Certified Financial Planner...

Paul Klement

Financial Advisor

214-789-4069

pklement@navigationfinancial.com

Paul Klement Financial Advisor pklement@navigationfinancial.com 214-789-4069 Focus: Retirement planning Education savings Budgeting Insurance needs Business financial planning Paul believes strongly in personal relationships with his...

Robert R. Fox, CPA, PFS

(361) 882-6132

Robert has been working with individual business and family groups since 1977 as an accountant. In 2000 he added financial services. Robert works with families to help them achieve their financial goals. Robert is an advisor...

Roger Gekiere CFP® , CFS

Director / Financial Planner

(214) 217-5812

rgekiere@navigationfinancial.com

Roger holds many professional industry designations including CFS (Chartered Fund Specialist), CFP (Certified Financial Planner), fixed and variable insurance and maintains his series 6,7,63 and 65 industry licenses.

Rudy Sturgeon, CPA, PFS

(361) 882-6132

Rudy Sturgeon is a Certified Public Accountant in Corpus Christi, Texas and is a Registered Representative with Securities America, Inc. Rudy earned the Personal Financial Specialist (PFS) designation from the American Institute of...

Scott R. Dickerson, AIF®

Financial Advisor

(806) 331-2600

sdickerson@navigationfinancial.com

Independent financial planner, Scott R. Dickerson, started delivering financial services to businesses, individuals, business owners, and key executives while he was with Morgan Stanley in 1997.

Steven P. Hagemann, CLU

Director/Financial Planner

(214) 217-5808

shagemann@navigationfinancial.com

Steve helps his clients seek financial freedom and independence by establishing clear goals and financial discipline.

F.B. “Trip” Irby, III CFS®

Financial Advisior

(214) 217-5829

tirby@navigationfinancial.com

Trip has worked in financial services for over 33 years and he knows that preparing for that next step in life isn’t always easy. As an Independent Financial Advisor, Trip’s combination of experience, professionalism and...