Elizabeth City, NC
Daniel Lee
Financial Advisor
(919) 941-6263
Frank Oley
Financial Advisor
Frank M. Oley, Sr. has been in the Financial Services Industry since 1997.Through a variety of insurance and investment products, Frank works closely with Small Business Owners, Families, and Individuals. He helps them set their...
John Watson
Financial Advisor
(336) 379-8349
3816 North Elm Street, Suite AGreensboro, NC 27455
Jonathan Self
Managing Partner
(919) 941-6263
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...
Martin Hardy
Financial Advisor
(919) 941-6263
Martin has been a Financial Consultant with Navigon Financial Group, Inc. (formerly Baron Financial) since 1986 and specializes in assisting high net worth individuals with their comprehensive planning needs, with an emphasis on the...
Vincent James Tosco, III — “Jim”
Financial Advisor
(336) 379-8349
Professional Jim began his career in the Financial Services Industry in his early 20’s. His interest and study of economics, historical trends and asset allocation has proven invaluable to his clients over the years. He has over...
Daniel Lee
Financial Advisor
(919) 941-6263
Frank Oley
Financial Advisor
Frank M. Oley, Sr. has been in the Financial Services Industry since 1997.Through a variety of insurance and investment products, Frank works closely with Small Business Owners, Families, and Individuals. He helps them set their...
John Watson
Financial Advisor
(336) 379-8349
3816 North Elm Street, Suite AGreensboro, NC 27455
Jonathan Self
Managing Partner
(919) 941-6263
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...
Martin Hardy
Financial Advisor
(919) 941-6263
Martin has been a Financial Consultant with Navigon Financial Group, Inc. (formerly Baron Financial) since 1986 and specializes in assisting high net worth individuals with their comprehensive planning needs, with an emphasis on the...
Vincent James Tosco, III — “Jim”
Financial Advisor
(336) 379-8349
Professional Jim began his career in the Financial Services Industry in his early 20’s. His interest and study of economics, historical trends and asset allocation has proven invaluable to his clients over the years. He has over...