With over 50 years of combined experience, we expertly guide our clients toward success. Our team is carefully selected for their ability to deliver excellence across our full range of services. We leverage our collective expertise to help clients achieve their financial goals, ensuring a unified and strategic approach. Rather than relying on a single individual, our entire team is aligned, aware, and actively working together to drive your goals forward.
“We carefully select our employees for their exceptional ability to deliver excellence”
NavPoint Financial, Inc. is a Registered Investment Adviser
For additional information visit the SEC’s website
David has been with NavPoint since its inception, playing a pivotal role in shaping its success. David focuses on portfolio management, client engagement, and all aspects of financial planning. He is passionate about educating his clients, taking the time to empower them with the knowledge they need to make informed decisions. His leadership and expertise continue to propel NavPoint forward.
Krista joined NavPoint in 2003 and has played a key role in its growth. As an Advisor, she helps clients confidently manage their financial journeys. With extensive experience in client services, operations, and financial planning, she offers both strategic expertise and a personal touch. She also serves as Chief Compliance Officer, ensuring the firm meets the highest regulatory and ethical standards. Her dedication to clients and integrity makes her a vital leader at NavPoint.
Michelle joined NavPoint in 2017 as Client Services Manager, bringing a wealth of experience in corporate real estate development and management. She quickly adapted, using her problem-solving skills and attention to detail to enhance operations. Always eager to take on new challenges, she’s a trusted resource for both colleagues and clients. Her commitment to excellent service and smooth operations makes her a key part of NavPoint’s success.
Desiree is a seasoned professional with extensive experience in training, marketing, and operations management. She brings 15 years of financial industry expertise to NavPoint. Her meticulous approach and focus on process improvement make her a strong asset to the team. Before stepping into her Compliance Specialist role at NavPoint, Desiree held key positions including Client Service Manager, Operations Manager, and Training and Marketing Manager—honing her skills in client relations, operational efficiency, and fostering a culture of learning and development.
Bruce has over thirty years of investment advisory and broker/dealer experience. He founded NavPoint Financial in 1997. He served as CEO until 2008. He continues to lead investment strategy, and direction. He has degrees from the University of Minnesota; a BS-Business in Finance, and an MBA specializing in Securities Analysis and Portfolio Management.
Cole joined NavPoint full time in 2015. His primary responsibilities include economic/investment research and special projects. He is also a part of NavPoint’s Investment Committee. Cole has a BA-Economics degree from the University of Colorado-Boulder.