Meet the Navigators Customizing
Your Legacy
What Makes Us Different
We believe our clients deserve exemplary service, and we are committed to delivering. We pride ourselves on offering the extensive capabilities required to develop tailored financial solutions, with the intimate attention of a boutique practice. Our team seeks to seamlessly assess your unique needs and goals. We take the time to get to know your principles, before crafting strategies designed to meet your objectives.
A superior quality of service requires a disciplined and objective approach. When carefully selecting managers and securities for your investment portfolio, we use our in-depth capabilities to narrow the investment universe to those that match your individual profile, risk tolerance and preferences.
This is what quality service looks like for someone that requires the utmost attention to detail. With your long-term objectives in mind, we prudently review and tactically adjust your portfolios as needed, in an effort to consistently add value, help preserve capital and align with your objectives. We seek to propel your mission forward, providing critical support and innovative solutions so that you can stay on top of the finer details and see the bigger picture.
Gary Gainspoletti, CPA, CFP®
Founder & President
Russell Gainspoletti, CPA, CFP®
investment advisor
Brandyn Skeen, CFP®
Investment Advisor
Jennifer Pongetti
Director of Client Services
Danyale Havens
Director of Marketing
Marianne Allen
Director of Operations
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.