NAVIGON FINANCIAL - Key Persons
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 priorities and implement strategies designed to protect and conserve their assets.
In addition to being a member of the National Financial Advisors Association, Frank has consistently achieved recognition by the Leaders Associations over the years with companies including Navigon Financial Group, Inc., The Penn Mutual Life Insurance Co., Hornor, Townsend & Kent, LLC, Provident Mutual, 1717 Capital Management Company, New England Securities, and Nationwide Financial.
Frank is recognized as member of the Million Dollar Roundtable, and has served as a guest instructor at The Virginia Commonwealth University School of Business.
Job Titles:
- Financial Advisor
- Registered Representative of Hornor
Mark Hale joined Navigon in 2010. Mark has been in the financial services industry for 22 years, specializing in assisting individuals and business owners in meeting their financial objectives. Mark's industry experience has been gained through sales and management positions at Farm Bureau Insurance Company, Prudential and Allstate. This has given him the skills to develop strategic financial plans, allowing him to help meet his clients' life insurance, retirement, savings and investment objectives.
Education
Mark graduated from Randolph-Macon College, in Ashland, VA with a degree in Business and Economics in 1992, and he has also earned his LUTCF (Life Underwriter Training Council Fellow) designation.
Personal
Mark is very active in his community and participates in various organizations throughout the Roanoke Valley. He is a member in good standing of NAIFA (National Association of Insurance and Financial Advisors), past officer and board member of RVAIFA (Roanoke Valley Association of Insurance and Financial Advisors) and MDRT (Million Dollar Round Table). Mark is a member of Thrasher Memorial United Methodist Church and performs outreach work through KAIROS Prison Ministry. He has been a qualifying member of the Million Dollar Round Table for the past nine (9) years, was a four year member of the Allstate Financial National Advisory Board, and a committee member of the Allstate Foundation for Domestic Violence Project for the development of Economic Empowerment. In his spare time, Mark enjoys spending time with his wife, Terena and their three children, and coaching football. He also closely follows Randolph Macon College sports teams, as he was a member of the Yellow Jackets football team during his four years there.
Mark is a Registered Representative of Hornor, Townsend & Kent, LLC (HTK), Registered Investment Advisor, Member FINRA/SIPC, and holds the Series 6, 63, 7 and 24 for securities as well as the Life, Health and Annuities for the states of Virginia, Maryland, North Carolina, Georgia and West Virginia. He is securities licensed in the state of New York.
Job Titles:
- Financial Advisor
- Member of the Financial Planning Association of the Triangle
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 following professions:
Physicians (MD, DO, and DDS), including private practice physician/owners as well as academic based physicians
Senior Key Executives, particularly in the pharmaceutical and biotech industries
Business Owners, including the software and film industries
Martin has been a member of the Financial Planning Association of the Triangle for over 17 years.
Education
Martin received his Bachelor of Arts degree in 1984 from the University of North Carolina at Chapel Hill and is an active member of the UNC Alumni Association and Rams Club.
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
He resides in Chapel Hill with his wife, Lisa. In his spare time, he enjoys golf and physical fitness training
As a Registered Representative and Investment Advisory Representative of HTK, Martin is FINRA Series 6, 63, and 65 licensed.
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. He is securities registered in NC, AZ, CA, CO, CT, FL, GA, IL, KS, KY, MD, MI, MO, MS, NE, NV, NJ, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI, and WV. CA license #0B85203 Martin Parsons Hardy, State of Domicile; NC
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 a 30 year history of service and leadership within the Financial Services Industry. His leadership roles include, but are not limited to, past President of Greensboro Society of Financial Service Professionals, past President of the Greensboro Society of Financial Service Professionals, and past President of the Greensboro Estate Planning Council. Jim is also an approved instructor for the state of NC Insurance Department of Continuing Education. His industry peers have honored him with the Marie Moyers, CLU Distinguished Service Award and the Greensboro Association of Life Underwriters Member of the Year award. Both of which, highlight the achievement of Professionalism in the industry.
Jim's clients understand that he will make recommendations and offer guidance based on their individual, family or business needs. For some, this means helping them achieve a clear vision and strategy for protecting their family and accumulating assets for the future. For others, a common sense investment distribution strategy for a comfortable retirement. For business owners, it may mean a retirement plan for the business, an exit strategy for the business owners or a business continuation plan.
Jim moved to Greensboro in 1977 to attend UNC-Greensboro where he graduated with a Bachelor of Science Degree in Business. Jim lives in Greensboro with his wife Robin, and they enjoy golfing, fitness activities, reading, and spending time with their dog, Mattie. They feel fortunate that their grown children, Lesley, Anne Marie, Emily and Vincent live in North Carolina which allows them the opportunity to see them often.
As well as serving his clients and spending time with his family, Jim has been a long term active member of his church in Greensboro. Jim has volunteered with the Boy Scouts of America and was the Merit Badge instructor for "Personal Management". One of the most rewarding volunteer activities was coaching youth baseball and basketball at the Albert Spears YMCA. Nothing will light up Jim's face more than when a young person in the community seeks him out to share their successes and addresses him as "coach".