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CPA | PFS | FINANCIAL ADVISOR | FOUNDER | MANAGING MEMBER
Johnny Moore brings over 33 years of professional experience in the accounting and financial service businesses. He started Navigation Financial Group of Amarillo in 2003. Since then, Johnny has been providing holistic financial planning services, consulting services and investment advisory services to individuals and companies in the Texas Panhandle. Johnny’s desire is to focus on each individual client’s specific goals and situation in order to develop a specific recommendation. Johnny always serves his clients by putting their interests first and above his own. He understands the emotions clients attach to money and personal assets, and he will act as the client’s trusted advisor. Johnny has always embraced a Code of Ethics and believes in honesty, integrity and objectivity in all dealings.
Johnny is the Managing Member of Navigation Financial Group of Amarillo LLC. He is also a Registered Representative with Securities America Inc. and a Registered Investment Advisor with Securities America Advisors Inc. He currently holds a Series 7, a Series 66 and an insurance license. Johnny holds a CPA designation he received in May, 1982 and a Personal Financial Specialist (PFS) designation he received in 2005 from the American Institute of CPA’s. In 1989, he and a partner founded a CPA firm growing it to be one of the largest local firms in the Panhandle over the next 11 years. In 2001, he joined another local firm that specialized in complex tax transactions and high net worth clients. In 2003, Johnny formed Navigation Financial Group of Amarillo LLC as a branch office of Navigation Financial Group of Dallas. Johnny believes his experience in business and public accounting benefits his clients, staff and the community he serves.
Johnny’s areas of practice include company sponsored retirement plans; executive benefit planning; estate planning; tax planning working with the client’s tax professionals; risk management including insurance reviews, financial planning and investment advisory service; and retirement planning with a specialty in designing retirement distribution strategies to provide relevant, reliable and increased income throughout a client’s retirement years.
As a proud native of Amarillo, Texas, Johnny strives to give back to the community that has blessed him with many business and personal opportunities throughout his career. Johnny currently serves on the Board of Directors for the Ronald McDonald House of Amarillo. Johnny has five children, six grandchildren and loves spending time with his large family. Johnny enjoys golf, fishing, traveling and spending time with family and friends in his spare time.
Johnny appreciates his clients and the trust they have bestowed in him. Johnny often comments, “The greatest compliment ever is when a client refers me. I want to continue to learn and know all I can so I will be capable of providing each client a rewarding experience.”
Estate Planning Strategies
Insurance and Investment Analysis
Insurance and Investment Analysis
Employee and Group Benefits
BBA - West Texas A&M University
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Contact Johnny directly at 806.242.0685
THE MOORE GROUP
Carmella joined Navigation Financial Group of Amarillo in 2017 bringing 13 years of experience in various positions within the financial services industry.
She grew up in Amarillo and graduated with a business degree emphasizing in accounting, management and marketing from West Texas A&M University in 2002.
Carmella looks forward to embracing the core objectives of Navigation Financial Group to serve the needs of clients with experience, trust and integrity the need and deserve.
Monica grew up right here in Amarillo, Texas. After 12 years away, she and her husband decided to move back to their hometown.
Monica graduated Cum Laude, with a Bachelor of Science in Personal Financial Planning and a Minor in General Business in May 2006. While attending Texas Tech, she was a member of several honor societies and was active in the Personal Financial Planning Association. She also served as a peer financial planner in a program called Red To Black.
After graduation Monica moved to Houston with her husband and began work as a Case Manager for a financial planning firm named Financial Synergies Advisory. When FSA decided to merge with United Capital Financial Advisers, Inc. out of Newport Beach, CA Monica became a Planning Analyst for their corporate office. She worked from home and produced reports for five firms that spanned the United States.
In 2010, after Monica and her husband welcomed a baby girl into this world, they decided to start the process of moving back home to Amarillo so they could be closer to family. Monica and her family settled in their new Amarillo home in late 2012. Monica is a confirmed member of St. Andrew’s Episcopal Church. Her daughter attends St. Andrew’s Episcopal School and Monica enjoys volunteering at the church and the school, as well as The Ronald McDonald House of Amarillo. She also enjoys athletics, playing volleyball, and spending her time with family. Monica’s area of practice is to assist Johnny with serving his business retirement plan practice.
Oraya has lived in Amarillo for over 30 years. She has worked in the food and beverage industry for over 20 years. She received a BBA in Finance from West Texas A&M University. After receiving her degree, she has worked with Navigation Financial Group learning the financial industry.
Her interests include running and exercising. She enjoys traveling and spending time with her family and friends.
Francis comes to Navigation Financial with a wealth of experience in management, having recently 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. Originally, Francis acted as administrative assistant for Glenn Cunningham and Richard Risley. Johnny Moore is pleased that she is now part of his team.
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 by volunteering for the Ronald McDonald Room at our local hospital, Northwest Texas Hospital and Catholic Charities of the Texas Panhandle.
She enjoys traveling, volunteering, spending time with family and friends.
She looks forward to increasing her knowledge of financial services and becoming an integral asset to her team at Navigation Financial Group.