NavStar Financial Services
NavStar Financial Services

A Financial Team Built to Serve You!

Larry Jones ChFC, CLTC

Larry Jones - Owner and Founder

 

Educated at University of North Carolina in Charlotte and American College at Bryn Mawr Pennsylvania, Larry began NavStar Financial Services in 2010. From the beginning his intention was to "autograph everything we do with excellence". An Investment Advisor Representative with Horter Investment Management in Cincinnati, Ohio and a professional planner, Larry specializes in low-risk,low-volatility investment solutions (through Horter), advanced estate planning and trust solutions, and tax minimization strategies. Larry has lived in the Lake Norman area since 1993 with his wife Sherry. He also has a son named Adam. 

 

A veteran of the United States Navy, he is a member of the Financial Planning Association, the Charlotte Better Business Bureau, the Lake Norman and South Iredell Chambers of Commerce, and is a supporter of the Mooresville Senior Center. In addition to lecturing on financial topics at local colleges, he is active in community activities.

Robert A. Joyner  CPA PLLC

 

Bob is a 1977 graduate of the University of North Carolina in Charlotte, and has been a Certified Public Accountant since 1981. He's also a Certified Internal Auditor since 1983, and has been in the financial services industry for more than 20 years as Chief Financial Officer. He has owned his on CPA firm (www.robertjoynercpa.com) for thirteen years.

 

Bob is married to Merrilyn and has a son, Mark. They have lived in the Lake Norman area for more than 30 years. He is also a Pilot and loves sailing.

 

Bob has also served on the Board of Directors of numerous non-profit organizations over the years.

Natalie J. Miller focuses her practice in the areas of elder law, estate planning, special needs planning and estate administration. Mrs. Miller received a B.S. degree in education from the University of Southern California and her J.D. degree from Wake Forest University School of Law. Mrs. Miller is the current President of the North Carolina Chapter of the National Academy of Elder Law Attorneys as well as the Vice Chair of the Elder Law and Special Needs Law Section of the North Carolina Bar Association.  She is also a current board member of the Disability Rights North Carolina and a frequent speaker on the topics of guardianship, special needs planning, elder law and Medicaid issues. Mrs. Miller currently owns and manages the Law Office of Natalie J. Miller, PLLC located in her hometown of Mooresville, North Carolina.

Evelyn Lindner    Office Manager

 

Evelyn is a person who believes in putting people first. She is committed to providing strong customer service, attention to detail and listening to customer needs. Her philosophy is that this is what drives successful long term relationships in any business.

 

Evelyn earned a Bachelor’s degree in Economics from the University of North Carolina in Charlotte. She has worked for several years in the banking industry and other customer service related positions.

 

She loves the outdoors and spending time on beautiful Lake Norman with her family, boating, swimming, fishing, hiking and watching the gorgeous sunsets the lake provides. She is a big animal lover who spoils her Jack Russell Terrier and is active in causes that promote pet rescue and adoption, along with spay and neuter programs.

Adam Jones        

Independent Financial Advisor

 

Educated at University of NC Charlotte, with concentrations in economics and sociology, Adam is passionate about helping others reach their financial goals.

 

A financial services professional who is able to put the best interests of his clients foremost, Adam's experience in insurance, income solutions, Medicare and senior solutions, as well as lifestyle planning, enables him to serve his clients well. He loves working with young professionals, retirees, and those approaching retirement. His approach is service oriented, and he believes in taking care of his clients. He values the trust you have invested in him.

 

Adam enjoys playing guitar, riding motorcycles, and adventuring with his pal Nova, a three year old Siberian Husky (extremely spoiled). He's a member of the Young Affiliates of the Mint in Charlotte, and is active in various community events throughout the Charlotte area.

 

 

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You should always consult an attorney or tax professional regarding your specific legal or tax situation. NavStar Financial Services is not engaged in the practice of law. Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through NavStar Financial Services. Securities transactions for Horter Investment Management clients are placed through Trust Company of America, TD Ameritrade, Jefferson National Life Insurance Company, Security Benefit Life Insurance Company and ED&F Man Capital Markets. Copyright 2016 NavStar Financial Services

Contact Us Today!

NavStar Financial Services

 

219 Williamson Rd.

Suite 2202

Mooresville, NC 28117

 

704 663 7482

 

e-mail:larry@navfs.com