Nancy J. LaPointe, CFP®, MBA, ChFC®, CLU®, CASL, RICP®
Founder of Navigate Financial
Nancy J. LaPointe 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 strong place to begin to take control over your financial destiny. Nancy wrote the book and is sharing the information as part of her dedication to make a difference and to assist client others in making sound financial decisions.
Nancy is dedicated to developing lasting relationships with all of her clients. Together with clients, she designs their chart 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.
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 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 assists Nancy in the day-to-day operations of Nancy’s practice.
Client Relationship Administrator
Sandra recently joined our team and is responsible for managing client information, assisting with marketing materials and outreach, and acting as a special projects manager for Navigate Financial. Sandra’s background includes a biology degree, with a minor in English, as well as work experience managing special projects and promoting excellent customer service. Sandra enjoys working with the team to address and enhance client experiences with our firm. She is excited to be part of Navigate Financial and to developing her role as a key team member.