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
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
adennisthompson@navigationfinancial.com
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Carolyn Teschemacher, CLU
Financial Consultant
Christopher W. Wyatt, MBA
Financial Planner
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
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
dryzman@navigationfinancial.com
Denny Meyer, CPA
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
George provides customized financial services to both individuals and businesses.
C Glenn Cunningham, AAMS, MBA
Financial Advisor
gcunningham@navigationfinancial.com
James White
Wealth Manager
9032589898
jwhite@navigationfinancial.com
Jeff Minucci
Wealth Advisor
214-217-5801
jminucci@navigationfinancial.com
Jeffrey Chado, MBA
Financial Advisor
jchado@navigationfinancial.com
Jim Einspanier, CLU, ChFC
Financial Consultant
jeinspanier@navigationfinancial.com
Jim has been working with individuals and business owners since 1982.
John Wolverton CLU, CFS, RFC
Financial Planner
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
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
lgekiere@navigationfinancial.com
Leah Anne Brooks, MBA
Financial Advisor
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
806-665-0166
mike.ruff@securitiesamerica.com
Paul Klement
Financial Advisor
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
Roger Gekiere CFP® , CFS
Director / Financial Planner
rgekiere@navigationfinancial.com
Rudy Sturgeon, CPA, PFS
Scott R. Dickerson, AIF®
Financial Advisor
sdickerson@navigationfinancial.com
Steven P. Hagemann, CLU
Financial Planner
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
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...