About Us
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.
Directors of Navigation Financial Group
Clyde W. Wyatt III (left), and Roger R. Gekiere (right)
About Us
A Team That Understands You
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.
OSJ Leadership
Roger Gekiere CFP® , CFS
Director / Financial Planner
Advisors
Lawrence Gekiere, Sr. CLU, ChFC, CFS
Firm Founder / Financial Planner
Roger Gekiere CFP® , CFS
Director / Financial Planner
