About Us / Our Team
Nancy J. LaPointe, CFP®, MBA, ChFC®, CLU®, CASL, RICP®
Founder of Navigate Financial
Nancy is the founder of Navigate Financial. She is the lead navigator for the firm, leading a team of professionals to address the needs and services of her clients. In 1993, she received her MBA from Frostburg State University. In 2003, Nancy became a CERTIFIED FINANCIAL PLANNER™ professional, as well as obtained the Chartered Financial Consultant® designation. In 2004, she earned the designation of Chartered Life Underwriter®. In October 2008, she earned her designation as Chartered Advisor for Senior Living from The American College. She is active in the local community and can often be found on weekends camping or paddling around on her stand-up paddleboard.
Nancy is the author of Financial Reset: How Your Mindset About Money Affects Your Financial Well-Being. Her book is a reliable reference that can help you transform haphazard decisions into workable, confident, and calculated strategies. Hit the “reset button” and start fresh with the right attitude to develop habits that support your values and intentions. Financial Reset is a strong place to begin to take control of your financial destiny. Nancy wrote the book and is sharing the information as part of her dedication to making a difference and to assisting clients in making sound financial decisions.
Nancy is dedicated to developing lasting relationships with all of her clients. Together with clients, she designs their charts for their life's journey. She believes in helping each person become confident in assessing his or her financial goals and participating in the financial management process. One of the benefits of working with Nancy is her ability to provide clear, easily understood explanations of financial products and services. The personal program that Nancy provides will assist clients in accomplishing a more secure financial future.
Brennan Vitali
Financial Planner
Brennan is a financial planner with the firm. He began studying the financial markets and actively trading in 2016, and in 2019 graduated from Indiana University with a degree in sociology and a minor in psychology. Combining his interests in finance and human behavior led him to work with Charles Schwab in the Financial Consultant Academy in the years before joining the team at Navigate Financial. He is currently studying for the CFP® marks to further his professional development and be able to provide comprehensive financial planning services to his clients.
Brennan specializes in helping individuals use money as a tool to reach the next stage in their life. He is passionate about helping clients achieve their financial goals and has a deep understanding of the intricacies involved in creating a successful financial plan. In addition to his professional pursuits, he is also an avid lover of the great outdoors. He enjoys spending time hiking in our national and state parks with his family, playing golf, and tending to his garden.
Brennan is a firm believer in the power of knowledge and personal growth and strives to constantly improve himself both professionally and personally. He is dedicated to providing clients with the guidance and support they need to build a financially secure future and live a fulfilling life. His goal is to empower his clients to make the most of their resources and reach their full potential.
Sandra Boggs
Financial Planner, with a focus on Social Security benefit timing and 401(k) plans
Sandra is a financial planner and has specialized training regarding the timing of Social Security benefits. Another area on which she focuses is employer retirement plans. Sandra has been with Navigate Financial since 2017 and studied independently to successfully complete FINRA qualification exams. She is serving as an associate adviser under Nancy and is available to determine the best way to take advantage of your Social Security benefits. She enjoys working with small businesses and providing meaningful education and advocacy for employee retirement savings plans. Sandra also works directly with financial planning clients and is in regular contact regarding their investment accounts.
Sandra's background includes a biology degree with a minor in English from Ohio Northern University. She has worked as a special projects manager and statewide recycling coordinator and has diverse experience as an environmental educator. Sandra enjoys working with the team to address and enhance client experiences with our firm.
Tammy Chase
Client Relationship Manager
Tammy joined Nancy’s team in 2005 as her personal marketing assistant. Prior to Navigate Financial, Tammy also worked with Nancy, as well as other financial advisors, in multiple capacities at Prudential Financial from 1998 to 2004, when she exited the workforce briefly to start a family. Tammy spent nine years serving the U.S. Army as a finance specialist and attended college in the evenings. She graduated from St. Martin’s University with a bachelor’s degree in business administration and a double concentration in finance and accounting. Tammy assists Nancy in the day-to-day operations of the practice.
Daphne Rasche
Administrator
Daphne joined Navigate Financial in early 2023. She will receive a dual degree upon graduating from South Puget Sound Community College (SPSCC) with a minor in psychology and a paralegal certificate later this year. After graduation she will pursue her Bachelor of Arts in Psychology at the University of Washington. She currently is the Lead Peer Mentor at SPSCC’s Diversity and Equity center as she has a passion for helping others achieve their goals and be successful (while assisting them with eliminating barriers through their journey.) She brings a diverse perspective to the team with an amazing ability to build strong relationships with competency and empathy allowing clients to feel (be) seen and heard.
In her free time, you can find her playing sports with her children, riding her motorcycle, stargazing, and gardening. She enjoys all the little things life has to offer and looks forward to growing in her position to promote positivity and give clients an amazing experience.