Richmond Office
You may contact or visit the Richmond Branch Office of Navigon Financial Group. We look forward to seeing you!
Address:
4701 Cox Road, Suite 330
Glen Allen, VA 23060
Tel: 804-290-7979 x 203
Fax: 804-290-8094
Email: lbenson@navfin.com
Our Richmond Associates
Sales Manager
Lee joined Navigon Financial Group in 2009. Lee has been in the financial services industry for over 18 years, building relationships with individual investors, small business owners, HR Directors, CPAs and attorneys. Lee’s industry experience gained through positions held at Genworth Financial and Allstate Financial Services has made him able to identify the financial and emotional objectives of his clients.
Education
Lee graduated from the University of Kansas with a degree in Liberal Arts, majoring in economics. Lee is also a graduate of the College of Financial Planning and recognized as a Certified Retirement Planning Counselor.
Personal
Lee is a dedicated family man and is active in his community. He and his wife, Karen have two children. Lee is an adult volunteer with the Boy Scouts of America, Deacon at New Hanover Presbyterian Church and serves on the Board of Directors for 501(c)(3), Hope for Families Worldwide, Inc.
Registrations
Lee is a registered representative of Hornor, Townsend & Kent, Inc., (HTK), Registered Investment Advisor, Member FINRA/SIPC, and holds the Series 7, 26, 63, and 65 licenses for securities as well as the Life and Annuities for the State of Virginia.
Navigon Financial Group is independent of HTK.
Frank is affiliated with Navigon Financial Group and is an Investment Advisor Representative and Registered Representative of Hornor, Townsend and Kent (“HTK”). He specializes in helping business owners and individuals protect and conserve their assets with a variety of insurance and investments plans.
Experience
In addition to being a member of the National Financial Advisors Association, Frank has consistently achieved recognition by the Leaders Association over the years, with companies including Provident Mutual, 1717 Capital Management, New England Securities and Nationwide Financial. He is also recognized as a member of the Million Dollar Roundtable, and has served as a guest instructor at the Virginia Commonwealth University School of Business.
Education
A life-long resident of Richmond, Virginia, Frank graduated from Benedictine High School. After retiring from a 20-year career with a Fortune 100 Company, he began his second career in the financial arena in 1997.
Personal
Frank has four children and believes that family should be first priority.
Frank serves a diverse client base throughout the continental United States.
Frank is life & health licensed in the state of NY and securities registered in the states of: DC, NC, NH, PA, VA, WI & MA; (Frank Oley, registered principle’s office: 1009 Slater Road, Suite 210A Durham, NC 27703)
Gerald Alli has been in the insurance business for over 26 years, starting out as an agent in Long Island, NY with Guardian’s premier agency “Harvey Greenberg & Associates”. Gerry moved his family to Richmond, VA in 1987, staying as an agent with the Guardian in the new Richmond agency. Gerry decided to become independent in 1997 & “Gerald D. Alli & Associates” was formed. Gerry began a relationship with The Penn Mutual Life Insurance Company at this point. Early in 2008 Gerry formalized that relationship and joined Navigon Financial Group Inc. where he feels at home again in a premier agency.
Gerry studied Business Administration at Dutchess Community College, NY graduating in 1979.
Gerry is committed to his Church and his family, Wife Patricia and 4 children Ingrid, Andrew, Alex & Emma. Gerry is a keen fisherman & an avid student of the business.
Gerry has won numerous awards & attended conference many times with both Guardian & Penn Mutual.
E-mail: galli@navfin.com
Greg W. Holloway, II joined Navigon in 2009. Greg has been in the financial services industry for over two years, he is working with and building relationships and providing financial strategies to individuals, small business owners, HR directors, CPA’s and attorneys. Greg’s industry experience was gained through his work as a Project Coordinator for Capital One under regulation of the SBA and also worked in Entry Level Management/Insurance Agent for American Income Life.
Education
Greg graduated from Virginia State University with a Bachelor of Science degree in Marketing and Finance. He was a member of the Alpha Phi Alpha Fraternity, where he held the position of Vice President and President for 2 years.
Personal
Greg is very active in his community and participates in various organizations throughout the city. These include Big Brothers/Big Sisters; Habitat for Humanity; A Hopeless People is a Voteless People; Books All Around; and he is a member of the Living Waters Christian Fellowship. As a result of surrounding and his dedication, His Fraternity was awarded the Big Brothers/Big Sisters U.S. Community Service Partners of the Year. In his spare time, Greg enjoys playing various sports, comedy and reading.
Registrations
Greg is a Registered Representative of Hornor, Townsend & Kent, Inc., and holds the Series 6 and Series 63 for securities as well as the Life, Health and Annuities for the State of Virginia.
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