Team
Directors of Navigation Financial Group
Clyde W. Wyatt III (left), and Roger R. Gekiere (right)
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.
C Glenn Cunningham, AAMS, MBA
Financial Advisor
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.
Carolyn Teschemacher, CLU
Financial Consultant
Carolyn has been working with individuals and
business owners since 1985.
Christopher Wyatt, MBA
Financial Advisor
(214) 217-5801
chriswyatt@navigationfinancial.com
Chris joined Navigation Financial Group in early 2008 after spending nearly 8 years as a Private Banker for JP Morgan.
Clyde W. Wyatt III, CFU®,CLS®
Managing Director
cwyatt@navigationfinancial.com
Practice Focus• Individual & Business Financial Services• Estate Planning Strategies• Insurance & Investment Analysis• Employee & Group Benefits• Tax Planning Strategies• Wealth...
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...
Happy Franklin
Wealth Planner
(214) 217-5801
hfranklin@navigationfinancial.com
I help clients pursue and enjoy their passion in retirement. If you are an individual, couple or business owner who cares about your family and community, I can help organize your financial resources to meet your life’s goals in...
Jacob Mokry
Financial Advisor
(210) 267-1917
jmokry@navigationfinancial.com
Jacob’s passion lies in helping you! With commitment to knowing your goals and tolerance for risk, Jacob finds options by way of insurance, investment, and legacy planning to help you choose the best means of accumulating,...
James White
Wealth Manager
(903) 258-9898
jwhite@navigationfinancial.com
Jim has worked in financial services since 1994, and since 2001 has been as an independent financial advisor to individuals and business....
Jeffrey Chado, MBA
Financial Advisor
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
jeinspanier@navigationfinancial.com
Jim has been working with individuals and business owners since 1982.
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
Lawrence holds many professional industry designations including CLU (Chartered Life Underwriter), CFS (Chartered Fund Specialist) and ChFC (Chartered Financial Consultant).
Paul Klement
Financial Advisor
pklement@navigationfinancial.com
Focus: Retirement planning Education savings Budgeting Insurance needs Business financial planning Paul believes strong in personal relationships with his..
Rob Johnson
Director of Compliance & Operations
214-217-5801
rjohnson@navigationfinancial.com
Roger Gekiere CFP® , CFS
Director / Financial Planner
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
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
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
Financial Planner
shagemann@navigationfinancial.com
Steve helps his clients seek financial freedom and independence by establishing clear goals and financial discipline.
Todd Coates, CRC, AIF
Wealth Manager
(903) 265-8228
tcoates@navigationfinancial.com
"My commitment is to provide an exceptional level of customer service by listening to and addressing the specific needs, concerns, and goals of each client" - Todd Coates Professional Experience 25+ years of experience advising...