Triangle Office
You may contact or visit the Durham Branch Office of Navigon Financial Group. We look forward to seeing you! Address:
1009 Slater Road
Suite 210A
Durham, NC 27703
Tel: 1-866-628-4466
Fax: 1-919-941-6263
Email: gself@navfin.com
Triangle Associates
R. Graham Self, CLF, LUTCF
President
Graham is the President of Navigon Financial Group, Inc. A company that he developed in 2002 and has evolved into the successful organization it is today, with a staff of 34 producers and administrative associates located throughout North Carolina and Virginia with offices in Charlotte, Greensboro, Raleigh/Durham & Richmond, VA.
Experience
Over 30 years in sales, sales management, marketing and agency building, with demonstrated success in field recruiting, selection, training and development.
Securities Registrations
* Registered Principal of HTK, Series 24
* Registered Representative of HTK, Series 7 / 6
* State Law & Regulations - Uniform Securities Act, Series 63 Professional Memberships
General Agents and Manager’s Association (GAMA)
Agency Management Training Council, LIMRA
National Association of Insurance and Financial Advisors (NAIFA)
Life Underwriter Training Council, Washington, DC
The American College, BRYN MAWR, PA
Awards
2009 GAMA International Distribution Management Award - Diamond
2008 GAMA International Management Award - Silver
2008 Penn Mutual's National President's Award
2007 GAMA International Management Award - Diamond
2007 Penn Mutual's Award of Excellence Personal
Graham has been happily married to the former LuAnn Robinson for 35 years and he has 4 children, 2 grandsons & 2 granddaughters.
Graham is Life, Accident & Health Licensed in NC & Securities registered in NC & OH.
E-mail: gself@navfin.com
Matthew Schade
Sales Manager
Matt has been in financial services since early 2001. Originally from Ohio, Matt began his working life as a professional swim coach and had the opportunity to coach many swimmers to the national level. He brings this hard work and commitment to excellence to his clients at Navigon. Professional
Matt has been the sales manager at Navigon since August of 2008. This position fits well into his coaching mentality since he enjoys seeing advisers succeed whether they are new to the industry or experienced. Navigon believes that with good leadership and support, many can be successful and grow a flourishing practice. Matt also concentrates specifically in the business market, with a focus on retirement benefits for employees. Matt excels in finding solutions to the growing problem that executives face due to the government limitations on the current retirement plan models. Matt enjoys working with Navigon Financial Group, because of the commitment to a team approach to clients’ needs. This allows him to focus on being a specialist in certain areas knowing that as a group, they will have solutions for any situation. Registrations
Matt is a registered representative of Hornor, Townsend & Kent, Inc. FINRA Series 7, 6, 63, 65 & 26 giving him access to a number of different solutions for his clients’ needs. Matt is life & health licensed & securities registered in NC, MA, OH, & OK: (Matthew S. Schade 1009 Slater Rd. Suite 210-A Durham, NC 27703). Personal
Matt makes his home in Cary (N.C.) with wife and two boys. E-Mail: mschade@navfin.com
Ron Adams became a part of Navigon Financial Group, Inc. in 2002. Prior to the name change in 2002, Navigon Financial Group, Inc. operated under the name of Baron Financial Group, of which Ron had been an associate since November of 1983. Professional Services
Ron specializes in investment and insurance planning with the majority of his clients in the medical profession. Ron’s clients are located throughout the southeast states including Florida, South Carolina, North Carolina and Virginia. Personal
On a personal note, Ron has four children that keep him very busy. They enjoy tennis, golf and boating on nearby Jordan Lake. Ron and his family reside in Chapel Hill, North Carolina.
Registered Representative of HTK. E-Mail: radams@navfin.com
Ron is life & health licensed and securities registered in NC, CO, CT, DC, FL, GA, IL, MD, NH, OH, PA, SC, TN, TX & VA.
 Joshua Self, CFP, CLU, ChFC
As a financial professional, Josh creates value for clients by looking at each customer as a unique individual with unique financial needs. Josh is dedicated to providing individuals, families and business owners with the professional attention necessary to help them achieve their financial goals, offering continued service as their needs change.
Education & Professional Services
A graduate of the University of North Carolina with a Bachelor of Science degree in Business Administration, Josh offers a variety of financial protection and asset accumulation products and services including investments, annuities and life insurance, as well as business, estate and retirement planning. Working closely with customers to identify their financial needs, he uses these tools to help craft solutions for each client’s situation. Josh is an expert is risk management, investment analysis, portfolio building and retirement income distribution strategies. Designations
Josh is a Certified Financial Planner™, Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU) and a Certified Fund Specialist (CFS). Josh is life and health licensed in North Carolina, and securities registered in North Carolina and New York. Josh’s commitment, dedication and professionalism are your assurance of the highest standard of service.
Registered Representative of HTK. E-Mail: selfj@navfin.com www.harnessingwealth.com/
 Martin Hardy joined Navigon Financial Group, Inc. (formerly Baron Financial) in 1986 following two years in retail banking with Wachovia Bank and Trust Company. Education
Martin received a Bachelor of Arts degree in 1984 from the University of
North Carolina at Chapel Hill. In 1990, he also completed Provident Mutual Life Insurance Company’s Advanced Sales Estate and Business Planning Program. Professional Associations
Martin is an active member of the (FPA) Financial Planning Association. Martin Specializes in Working with medical professionals and small business owners. Martin is also an active member of the UNC Alumni Association. Personal
In his spare time he enjoys physical fitness training and golf. Martin resides in Chapel Hill, NC with his wife Lisa.
E-Mail: mhardy@navfin.com
Martin is life and health licensed in NC, CT,FL, IL, MD, MI, NV, NY, OH, SC, TN, TX, and VA. He is securities registered in NC, AZ, CA, CT, FL, GA, IL, KS, MI, MO, NV, NY, OH, PA, SC, SD, TN, TX, VA, VT and WI. CA license #0B85203 Martin Parsons Hardy, State of Domicile; NC Registered Representative of HTK.
Jonathan Self is a graduate of N.C. State University where he earned a Bachelors Degree in Communication. Jonathan was raised in Charlotte and Raleigh, North Carolina & currently resides in Durham, NC.
Experience
Jonathan began his financial career as a marketing and sales intern for Nationwide Financial Network where his excitement for the financial services industry was founded. Jonathan is success oriented, hard working and dedicated to his clients & their financial goals. He excels at building trusting client relationships through honesty & integrity. Personal
In his free time, Jonathan loves to travel and is an avid golfer! He enjoys spending time with his nieces and nephews.
Jonathan is a Registered Representative of HTK.
Jonathan is life & health licensed and securities registered in the state of NC & secuirites registered in the state of NY .
E-Mail: jself@navfin.com
Tim Congleton was previously associated with AXA Advisors (formerly The Equitable) from 1982 until 2009. Tim’s practice has been developed to meet the diversified needs of his clients to include financial planning, investments, insurance and company-sponsored benefits with a focus on retirement plans.
In 2006 Tim partnered with Keith Propes, MBA. Together, they utilize a consultative process, working with clients to identify their needs and create strategies designed to achieve their goals. Tim and Keith believe you should never hurry when it comes to financial decisions. Financial “do-overs” are usually very costly. Secondly, they believe in giving long answers to short questions. According to Tim, “We believe our job is to continually empower our clients to better understand and participate in their financial management”.
Education & Affiliations
Tim received his Bachelor of Arts from Appalachian State University. He and his wife, Faye, live in Holly Springs. They are actively involved in Holly Springs Baptist Church where Tim has served as a Deacon, teaches Sunday School and sings in the choir. He volunteers with the Holly Springs Business Alliance where he chairs the Student and Career Development Committee. The committee’s objective is to help students prepare to make responsible, productive career choices. Tim also volunteers as a mentor at Holly Springs High School.
Licenses & Registrations
Tim is a registered representative of HTK and holds the Series 7, 65, 63, 6, 26 and 22 securities licenses. He is also Life, Health & Long Term Care licensed in the state of North Carolina E-Mail: tcongleton@navfin.com
Keith Propes, MBA was previously a small business owner from 2003 until 2005. This experience provides him the knowledge and understanding of the challenges that small business owners and entrepreneurs encounter every day. In 2005, Keith entered into the financial services industry joining AXA Advisors and in 2006, formed a partnership with Tim Congleton. In 2009, Keith joined Navigon Financial Group, Inc. Today, Keith’s services include financial planning, investments, insurance and company sponsored benefits, including retirement plans and group medical benefits.
Education & Affiliations
Keith Propes is a graduate of Clemson University with a Bachelor of Science degree and a Masters in Business Administration. Keith volunteers with the Holly Springs Business Alliance and is also a mentor at Holly Springs High School.
Licenses & Registrations
Keith is a registered investment advisor representative of Hornor, Townsend & Kent, Inc. FINRA Series 7 and 66 and is security licensed in NC, SC, AR and UT.
Keith is licensed in North Carolina Life, Variable Life & Variable Annuity, NC Accident & Health and NC Medicare Supplements & Long-Term Care.
Personal Keith is happily married to his wife, June Holland Propes and resides in Holly Springs, NC.
E-Mail: kpropes@navfin.com
Shawn T. Williams
Financial Advisor
Shawn has been in Financial Services since 2006. He began his professional life as a teacher and coach and later as a Principal. Shawn is also a licensed and ordained minister. He draws from his prior experiences to help educate and equip his clients. He is excited about his ability to help his clients accomplish their hopes, goals and dreams with the highest probability of success.
Professional
Shawn specializes in working with business owners, retirees and those who serve in ministry. He enjoys working with this group of individuals because they have dedicated their lives to serving and helping others. By serving this population, he shares in their successes and enables them to focus on what they do best.
Licenses and Registrations
Shawn is Life, Health and Long Term Care licensed and is securities registered in NC and TX. He is a registered representative of Hornor, Townsend & Kent, Inc. He also has FINRA Series 7 & 66 securities licenses, which allows him access to a continuum of products and services to meet the needs of his clients.
Personal
Shawn makes his home here in the Triangle with his wife and daughter. His personal goal in life is to produce tangible goods and services that have a positive impact on his generation and those yet to come.
E-Mail: swilliams@navfin.com
 Sam Johnson joined Navigon Financial Group following a successful career with The Principal Financial Group. Prior to his time with The Principal, Sam was District Sales Manager for Aflac Insurance in Raleigh, NC. Sam’s practice has grown to meet the wide ranging needs of his clients in the areas of life and income protection insurance, financial life planning, investments and company-sponsored benefits programs such as 401(k), 403(b), SIMPLE IRAs and other retirement plans.
Before his career at Aflac, from 1984 through 2002, Sam was the Founder and CEO of ImageNet, a North Carolina based Information Technology services company. In that capacity, his firm worked exclusively with small businesses by helping them creatively meet their technology needs.
At Navigon, Sam utilizes a consultative process, working with business owners and individuals to clearly identify their needs and goals. He then develops strategies to achieve his clients’ life goals. Sam believes that a large part of a proper financial advisory practice is educational, as it relates to his clients. He is always concerned that his clients understand both the processes and the solutions that Sam uses to help them reach their goals.
Education and Affiliations
Sam received his Bachelor of Science in Business Administration from North Caroline Wesleyan College, where he was graduated Summa cum Laude. He and his wife, Ann, live in Raleigh; they have three daughters, three grandchildren and one great-grandchild. They are actively involved in Covenant Church International where Sam has served as adult Sunday School Teacher, Youth Advisor, Men’s Group Leader, and has played bass guitar on the church’s worship team.
Licenses and Registrations
Sam is a registered representative of HTK and holds the Series 7 and 66 securities licenses. He has also earned the Registered Paraplanner® designation. Additionally, he is also Life, Health & Long Term Care licensed, along with Variable Annuities in the state of North Carolina.
E-Mail: sjohnson@navfin.com
Kevin Smythe was born & raised in New York & currently resides in Raleigh, NC
Personal
Kevin graduated from Clemson in 1993 with a degree in Business Management. Kevin was a scholarship athlete for the track and field team at Clemson. Kevin received All-ACC honors and a member of 7 ACC championship teams. Kevin is married to Jessica and makes their home in Brier Creek in Raleigh, NC. In his spare time, Kevin enjoys playing golf and following his favorite teams in college sports.
Professional Experience
Kevin started in the financial services business in 1996. Kevin is a multi-year qualifier for the Million Dollar Round Table. He specializes in wealth accumulation and preservation strategies. Kevin enjoys working with retirees and small business owners.
Licenses
Kevin is Life, Health, Long Term Care & Disability licensed in the state of North Carolina.
E-Mail: ksmythe@navfin.com
 Heather Reaves joined Navigon in the spring of 2010 after working as Director of Client Relations for Pinehurst Capital, in Pinehurst, NC. She is pleased to work with Navigon because of the knowledgeable and diverse background of advisors at Navigon and the environment to make a positive difference for clients. Education and Experience
Heather is a 2007 graduate of Appalachian State University with a Bachelors Degree in Recreation Management. After graduation, she followed her entrepreneurial dream of opening an art studio in Boone, NC. This experience taught Heather the importance of financial stability and growth, and applies this knowledge when working with clients. She is an advocate for educating families and women about their finances, how it affects their everyday life, and their future. She pulls from the wide background of other advisors at Navigon to create the best situation possible for each client. Heather is a registered representative of HTK. Personal
Heather splits her time between her home town, Seven Lakes, NC and Cary, NC. She enjoys sailing, running, and reading in the sun. E-Mail: hreaves@navfin.com
 John N. Holding III was born and raised in Raleigh, NC where he graduated from N.C. State University with a Bachelor of Science in Business Finance. He currently resides in Raleigh with his wife, Jennifer.
Experience
John began his financial career in 2007 as a Financial Services Representative at SunTrust Bank. His banking experience taught him the importance of providing quality service and building trust with his clients. John currently works with his grandfather, W. Casper Holroyd, Jr. as part of his life insurance team that was started in 1971 in Raleigh. He is excited to be working with Navigon as he continues his development in the financial industry. Personal
John is an avid golfer and has a great passion for all sports. He regularly attends N.C. State basketball and football games and has been an Atlanta Braves fan since childhood. He enjoys traveling, his volunteer work with the youth at Hayes Barton United Methodist Church, and the time he spends with family and friends as well as his two dogs. Licenses
John is Life and Accident & Health licensed in the state of North Carolina. He is a registered representative of HTK. E-Mail: jholding@navfin.com
Nolan Sweeney joined Navigon Financial Group in January of 2011 after a career in biomedical research. He welcomed the opportunity to join this institution after a two year long discovery that his true passion was economics and investing. He enjoys the freedom Navigon allows in being able to hand craft a financial plan that addresses the unique needs of individuals, families, and businesses. Education and Experience Nolan graduated Cum Laude from Appalachian State University in 2006 with a bachelor of science in biology. Before joining the financial services industry, Nolan worked as a Medical Assistant for the Center for Maternal and Fetal Medicine and as a Research Specialist for the Center for Environmental Medicine, Asthma, and Lung Biology at UNC-Chapel Hill. Personal Nolan enjoys snowboarding, wakeboarding, playing golf and spending time with family and friends. He currently resides in Carrboro, NC with his fiance. Licenses Nolan is a registered representative of Hornor, Townsend, and Kent, Inc. ("HTK"). He holds the FINRA Series 6 & 63 licences and is Life, Variable Life, Variable Annuities licensed in North Carolina. Email: nsweeney@navfin.com
Kyle Mitchell began his career in the financial services industry in 2005 while in college and has been heavily involved in the industry since. He was attracted to Navigon because of the ability to provide the wide platform of services needed by an advisor to be able to truly make sound and unbiased recommendations for their client, but also because Navigon has the independent financial stability and experience to support the advisor in their career as well! Education and Experience Kyle graduated from East Stroudsburg University of Pennsylvania in 2006 with a Bachelor's degree in Political Science and concentrations in Business Finance and Musical Performance. He has worked as a consultant for two Fortune 100 companies in Liberty Mutual and State Farm. While working as an agent and consultant Kyle has built his own business, but also assisted other agents and providing valuable insight on how to help individuals who need a holisitic approach to their financial and insurance situation. From this Kyle has become positive solution oriented and this has transitioned into his work with individuals and corporations in providing professional solutions for their respective businesses. Personal Kyle resides in the Southern Wake County area and spends most of his time on the weekends enjoying time with his 3 year old son Jayden, and fiancee Miranda. They routinely spend time outside and have become involved in many sporting and festive community activities! Kyle and Miranda are expecting their second child in June 2012 and are extremely excited! When he has time to himself, Kyle enjoys reading books focusing on finance, leadership, and business biographies. Licenses Kyle is a registered representative of Hornor, Townsend, and Kent, Inc. ("HTK"). He holds the FINRA Series 7 and 63 licenses and is Life and Health, Variable Annuity, Long Term Care and Medical Supplement, and Personal Lines licensed in North Carolina. Email: kmitchell@navfin.com Office Number: 919.941.6235 ext. 227 Mobile for clients: 919.455.0382
Crystal Griffin, J.D., has been with Navigon since 2011. Crystal believes her legal training, advocacy, and passion for providing financial education serve as an ideal foundation for working in the financial services industry. Crystal provides quality customer service, attention to detail, and great empathy towards her clients to deliver a personalized and distinctive client-consultant relationship. Crystal looks forward to forging long-term personal relationships with her growing client base.
Education and Experience Crystal is a proud graduate of The University of North Carolina at Chapel Hill, and North Carolina Central University School of Law. While in law school, she served as the Editor-In-Chief of the Biotechnology & Pharmaceutical Law Review. Personal While away from work Crystal enjoys scrapbooking, painting, decorating, and spending time with her friends and family. Licenses Crystal is Life licensed in North Carolina. Email: cgriffin@navfin.com
Administrative Staff: Linda Barnes: Office Manager, Ext. 202
E-Mail: lbarnes@navfin.com
Cheryl Vitkus ACS, AIAA: Senior Administrative Assistant- New Business for NC, Ext. 201
E-Mail: cvitkus@navfin.com Jill Schade: Senior Administrative Assistant- New Business for VA, Ext. 226
E-Mail: jschade@navfin.com
Kristen Wind: Administrative Assistant, Ext. 200
E-Mail: kwind@navfin.com Beth Scoggins: Producer Assistant for Martin Hardy, Ext. 217
E-Mail: bscoggins@navfin.com Sandra Coghlan: Producer Assistant for Josh Self, Ext. 234
E-Mail: scoughlan@navfin.com
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