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 31 years and he has 4 children, 2 grandsons & 1 granddaughter.

 

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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

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, Tennessee, 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

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

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Education & Experience
Russell graduated from UNC, Chapel Hill in December 2005 with a degree in interpersonal Communications. He is a member of the Rams Club/season ticket holder and attends all UNC basketball & football games. Russell is an avid golfer, previously working as an assistant golf professional at Governors Club in Chapel Hill.

 

Personal
Russell is a 10-year cancer survivor. He was diagnosed with Non Hodgkin’s Lymphoma in 1998 and has been in complete remission since December of 2000. His experiences as a cancer survivor provided him the life skills necessary to succeed in life with optimism & tenacity. Russell takes nothing for granted. When not helping his clients or at a football or basketball game, Russell spends quality time with friends & family at Ocean Isle Beach, water skiing & wake boarding.

 

Russell is a Registered Representative of HTK.

 

 

 

 

 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”. 

 

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.

 

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

 

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.

 

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.

 

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.
 

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, TX and CA. 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

 

 

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