Navigon Leadership Team
Graham SelfFull 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.
Over 37 years in sales, sales management, marketing and agency building, with demonstrated success in field recruiting, selection, training and development.
* Registered Principal of HTK, Series 24
* Registered Representative of HTK, Series 7 / 6
* State Law & Regulations – Uniform Securities Act, Series 63
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)
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
Graham has been happily married to the former LuAnn Robinson for 40 years and he has 4 children, 4 grandsons & 7 granddaughters.
Graham is Life, Accident & Health Licensed in NC & Securities registered in NC & OH.
Check the background of this investment professional on FINRA’s BrokerCheck.3025 Carrington Mill Blvd, Suite 150Morrisville, NC firstname.lastname@example.org
Linda BarnesFull 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).
3025 Carrington Mill Blvd, Suite 150Morrisville, NC email@example.com
Kelly DowlingFull Bio
As the Director of Marketing at Navigon Financial Group, Inc., I get to play a part in changing lives positively every day as I help our Advisors to empower individuals, families and business owners to set their financial goals and then come up with a clear strategy to accomplish that. By educating consumers about financial planning and using life insurance as the center of a sound financial plan that provides benefits throughout their lifetime, we can truly help to make those goals a reality.
Navigon Financial was founded in 1912 in Greensboro, NC and has continued to be a consistent and steady presence having had only four Managing Partners in over 100 years. We have overcome significant changes in the past years and have grown consistently to be one of Penn Mutual’s most successful agencies.
I believe our success has come from Navigon Financial Group’s continual focus on always acting in the best interests of our clients and our producers. By doing so, we enable our producers to always serve their clients in the best way possible. While it is important to be successful, we have an opportunity to do more. To me, Navigon is more than just a place to work. It’s a place where the experience of creating a life of significance occurs for everyone; a place where producers are able to grow beyond financial success. By serving their values and utilizing the strengths, knowledge, and experiences they have gained in their lives, our producers can significantly impact the lives they touch.
Kelly lives in Fuquay Varina with her husband, Jay and enjoys spending time with her daughters, son-in-laws, and two grandchildren.3025 Carrington Mill Blvd., Suite 150Morrisville, North Carolina firstname.lastname@example.org
Beth FergusonFull 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.
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.
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.
Registered Representative of HTK.
Beth is life & health licensed and securities registered in North Carolina & South Carolina.
Beth lives in Mooresville with her husband Larry. They have four children and ten grandchildren.
3025 Carrington Mill Blvd, Suite 150Morrisville, NC email@example.com
Jonathan SelfFull Bio
Education & Experience
Jonathan is a graduate of N.C. State University where he earned a Bachelor’s Degree in Communication. He began his financial career as a marketing and sales intern for Nationwide Financial Network. Since joining the industry, Jonathan has excelled at helping his clients achieve their financial goals. He prides himself on building long term relationships with his clients through honesty, integrity and hard work! His success at Navigon garnered a move into management in 2013, where he is working on creating a successful team while continuing to assist his clients with their financial needs.
Jonathan currently resides in North Raleigh, NC with his wife Sarah Jean and their daughters, Claire and Caroline. In their free time they enjoy traveling at home and abroad. Jonathan is also a fan of soccer and the Carolina Hurricanes!
Jonathan is a registered representative of Hornor, Townsend & Kent, Inc. FINRA Series 7, 6, 63
Jonathan is life & health licensed and securities registered in the state of NC
Check the background of this investment professional on FINRA’s BrokerCheck.
3025 Carrington Mill Blvd, Suite 150Morrisville, NC firstname.lastname@example.org