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 Vitali 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. Brennan is a firm believer in the power of knowledge and personal growth; he strives constantly to improve himself both professionally and personally. His thought process, along with his technical knowledge of our field, is beneficial to our firm and in turn, to our clients.
In addition to his professional pursuits, Brennan 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.
Sandra Boggs
Financial Planner, with a focus on Social Security benefit timing and 401(k) plans
Sandra is a Financial Planner and a Qualified Plan Financial Consultant (QPFC), as well as having specialized knowledge regarding the timing of Social Security benefits. Sandra has been with Navigate Financial since 2017, studying independently for FINRA qualification exams and diving into employer retirement savings plans and retirement tax planning. She serves as an Associate Adviser under Nancy and enjoys working with business owners to build retirement savings strategies for themselves and their employees. Sandra also works directly with individual financial planning clients, including, as needed, analysis of social security insurance benefits for their retirement income planning. Sandra has primary responsibility for supporting and coordinating outreach to our clients on timely announcements, educational topics, and assistance with the Investor360 portal.
Her background includes a biology degree with a minor in English from Ohio Northern University. She has worked as a special projects manager, 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 is the firm’s operation manager; she is the key to our client service model. 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 work force 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 oversees ongoing operations, records management, bookkeeping, tracking, training, and accountability activities of Nancy’s practice.
Daphne R.
Administrator
Daphne joined Navigate Financial in early 2023. She received a dual degree upon graduating from South Puget Sound Community College (SPSCC) earlier this year and plans pursue her Bachelor of Arts in Psychology at the University of Washington. Meanwhile she is an important part of our team and being mentored to become a financial planner. She has over 14 years of management experience along with customer support in the wine industry. As the firm’s administrator she is responsible for the front office, assisting clients, answering phones, and completing paperwork, among other things. Her wonderful can-do attitude brings fresh perspective to the team. She has an amazing ability to build strong relationships with competency and empathy, allowing clients to feel 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.