Individual, Family and Small Business Financial Planning
Estate Transfer Planning
Income for Life Distribution Strategies
Alternative Investment Strategies
Comprehensive Portfolio Strategies
MBA | AAMS | FINANCIAL ADVISOR
Glenn Cunningham's career in the financial services field spans 37 years, including 12 years in commercial banking. He is licensed to offer general securities, life insurance products and other publically regulated securities. For the past 18 years, Glenn has been in the financial planning field.
Glenn is an Amarillo native and long-time resident of the Texas Panhandle. He received a BBA in Finance from Texas Tech University in 1977 and a MBA with an emphasis on Economics from West Texas State University in 1988.
Glenn’s consultative approach includes cutting edge tools such as portfolio analytics, social security optimization and component asset / liability & income modules. His planning involves “big picture” analysis as well as stress testing specific to each custom engagement.
Glenn and his wife, Sheila, have three children in their mid-20s, each working to build their own financial house. Civic involvements include tutoring and mentoring in the areas of math and finance. Glenn has also taught local college courses, been involved with Crown Financial and is active in his church. He is keen on environmental and natural health topics.
CPA | PFS | FINANCIAL ADVISOR | FOUNDER | MANAGING MEMBER
Johnny Moore, CPA/PFS brings over four decades of professional experience in the accounting and financial services fields to the table to assist his clients and help them reach their life goals. He founded Navigation Financial Group of Amarillo LLC in October 2003. Since then, he has been providing holistic financial planning services, consulting services, tax planning services, wealth management services, retirement planning services and investment advisory services to individuals and businesses in the Texas Panhandle and beyond. Johnny feels that his unique background and his desire to help people set him apart in his fields of expertise. By adhering to the profession's rules of conduct and taking his fiduciary duty to heart, Johnny always puts his clients “best interest” first and above his own. Honesty, independence and integrity are not just words but the mantra Johnny operates by. “I understand the emotions my clients attach to their money and the high expectations they hold me to.”
Johnny is the Managing Member of the firm. He is a Registered Representative with Securities America Inc., Broker-Dealer and a Registered Investment Advisor with Securities America Advisors Inc. He holds Series 7 Securities License, a Series 66 Securities License and an Insurance License for Texas to sell Life Insurance, Annuities, Long-Term Care Insurance and Disability Insurance. He also holds a Texas CPA License he obtained in 1982 and a PFS (Personal Financial Specialist) designation through the American Institute of CPA’s. In 1989, Johnny co-founded a CPA firm in Amarillo which became one of the largest CPA firms in the Panhandle over the next 11 years. In 2001, he joined another local CPA firm that specialized in tax and high net worth clients. In 2003 Johnny founded Navigation Financial Group of Amarillo LLC as a branch office of a large financial service firm in Dallas, Navigation Financial Group. “ I firmly believe my experience in business, my entrepreneurial spirit, my accounting and tax background and many years of continuing education benefit my clients, staff and the community I serve.”
Johnny is a proud native of Amarillo, Texas. He has always strived to give back to the community by serving on non-profit boards in positions of leadership and other community activities. Johnny has three grown children, three grandchildren and his mother and step-father along with numerous aunts, uncles and cousins. Johnny enjoys golf, fishing and traveling. He enjoys spending time with family and friends.
“I appreciate and value my client relationships and the trust my clients bestow in me. The greatest compliment I receive is when one of my clients refer me to a family member, friend or business associate. I will do my best to never let them down.”
Carmella Nodine received a bachelor’s degree in December of 2002 from West Texas A&M University in General Business with an emphasis in accounting, management and marketing. In 2004, she joined her first financial planning firm which inspired her to become an independent financial advisor. She believes that her years of experience in various positions along with continued education provides an ideal foundation for her current role.
During Carmella’s journey, she quickly realized who needs her services the most. Because of her own personal situation, her goal is to help other professionals who are pension recipients such as educators and governmental employees. She knows the importance of understanding the benefits and how to implement a plan that complements pension income in retirement. Growing up with an entrepreneurial father and business owner, she learned a well-designed employer-sponsored retirement plan can play a key role in tax efficiency for successful business owners as well as provide a great benefit for all employees. Also, her caring and loving heart has driven her passion for helping families with children with special needs or disabilities. She wants families to have peace of mind that when they can no longer care for their loved one, a plan is in place for the continuation of quality care. She takes pride knowing no matter what unique situation presents itself she will strive to find the best solution.
Carmella is married to Coach Quincy Nodine and has two sons, Zander and Zalen. Away from the business, she enjoys spending time with her family and friends. She actively serves at her church, Pinnacle Community Church. She loves to spread happiness by way of leading her weekly Zumba classes. She also enjoys organizing fundraisers to benefit local charities.
FINANCIAL ADVISOR ASSISTANT
Francis brings a wealth of experience in management. She retired from the Texas Department of Corrections after 20 years of service. Following a six-month hiatus, she accepted a new challenge in life joining Navigation Financial Group of Amarillo. She looks forward to increasing her knowledge of financial services and becoming an integral asset to her team at Navigation Financial Group.
Francis has called several places home including Fort Campbell, Kentucky, Hart, Lubbock, Fort Stockton, Panhandle and most recently Amarillo, Texas for the last 12 years. She and her husband, Mike, have two sons, Jerramy and Tristan, and one grand-child, Evie.
Francis has given much of her time to her family and extended community at the Ronald McDonald Room at our local hospital, Northwest Texas Hospital. She also enjoys volunteering at the Catholic Charities of the Texas Panhandle.