Our Vision

Navigon Financial Group was founded in 1912 in Greensboro, NC. We have overcome significant changes in the past years and have grown consistently to be one of Penn Mutual’s most
successful agencies. As only the fourth leader of this firm in the last 100 years, I believe our success has come from our continual focus on always doing the right thing for our clients
and the producers with Navigon. By doing so, we enable them to always do the right thing for their clients. Through their success, we too are successful. This focus has worked well for
Navigon these past 100 years. However, while being “success makers” is important, it is not all there is. We have an opportunity to do more. I believe Navigon must continue to be more than just a place to work. I see Navigon representing a place where the experience of creating a life of significance occurs for everyone; a place where producers grow beyond just success. This means we must create and expand a sphere in which producers significantly impact the
lives they touch by serving their values and utilizing the strengths, knowledge, and experiences they have gained in their lives to do so. It also means creating an environment in which producers know and feel what Colossians 3: 23-24 tells us:

Whatever you do, work at it with all your heart, as working for the Lord, not for human masters, since you know that you will receive an inheritance from the Lord as a reward. It is the Lord Christ you are serving.

I see Navigon Financial being recognized as the place where producers grow from success to significance starting within the cities we currently operate, then within the states we operate and eventually being recognized as the leading agency industry-wide. I believe we can become a $5 million dollar agency in 5 years if we focus on this.


3025 Carrington Mill Blvd. Suite 150,   Morrisville, NC 27560   info@navfin.com   (866) NAVIGON   (919) 941-6263  |  
1 Graham Self
Graham Self Managing Partner
Personal Bio

Graham is the President of Navigon Financial Group, Inc., with a staff of 50 producers and administrative associates located throughout North Carolina, South Carolina, Tennessee, Illinois and Virginia.

 

Experience
Over 37 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 Managers 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
Association for Advanced Underwriting (AALU)
Awards

2015 GAMA International Distribution Management Award – Diamond

2014 GAMA International Distribution Management Award – Diamond

2013 GAMA International Distribution Management Award – Diamond
2012 GAMA International Distribution Management Award – Diamond
2011 GAMA International Distribution Management Award – Diamond
2010 GAMA International Distribution Management Award – Diamond
2009 GAMA International Distribution Management Award – Diamond
Personal
Graham has been happily married to the former LuAnn Robinson for 39 years and he has 10 children, 4 grandsons & 6 granddaughters.
Graham is Life, Accident & Health Licensed in NC & Securities registered in NC & OH.

2 Linda Barnes
Linda Barnes Office Manager
Personal Bio

Professional: Linda is the Office Manger for Navigon Financial Group, Inc. with a staff of 4 full-time and 2 part-time administrative associates located throughout North Carolina,  South Carolina, Tennessee, Illinois and Virginia.  Also works with the administrative assistants who work for the individual producers.  Linda has 25 years in office management with demonstrated success in expense management, licensing and contracting in NC, SC, IL and TN.

Personal: Linda has been happily married for 41 years to John Barnes.  They have 2 daughters and 3 grandchildren (2 grandsons and 1 granddaughter).

3 Kelly Dowling
Kelly Dowling Marketing Coordinator
Personal Bio
4 Beth Ferguson
Beth Ferguson Complaince Director
Personal Bio

Beth joined Navigon Financial Group, Inc. in July 2004 as a Director of Marketing and Sales in the Charlotte, NC office. She came to Navigon with over 15 years of experience in the Financial Services Industry of which 13 were in management. In March of 2007 Beth became the Agency Trainer and Compliance Officer.

 

Education
A Graduate of Meredith College in Raleigh, NC with a degree in Mathematics and a Secondary Education Certification, Beth has always enjoyed educating and training.

Before joining the Financial Services industry, she was an educator for 13 years teaching high school mathematics in Wake County and also coaching swimming at Meredith College.

 

Professional
As a Financial Professional, sales manager, and trainer, Beth has always worked closely with her clients and agents in setting their priorities, identifying their needs, and initiating a plan that helps enable them to achieve their goals. She is an active member of the Charlotte Association of Insurance & Financial Professionals. She is a past member and board member of the Raleigh Association.

 

Personal
Beth lives in Mooresville with her husband Larry. They have four children and ten grandchildren.

 

Registered Representative of HTK.

Beth is life & health licensed and securities registered in North Carolina & South Carolina.

5 Jonathan Self
Jonathan Self Sales Manager - Durham
Personal Bio