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Team

A Team that Always Puts You First

A Team that Always Puts You First

Our team at Navigate Wealth Planning Group offers decades of combined knowledge and experience in developing custom financial plans and managing assets for our clients. But more importantly, we share a commitment to put our clients’ needs first. While our shared experience makes our team incredibly skilled at navigating a shifting financial market, our dedication to your journey is what truly sets the Navigate WPG team apart.

We believe that caring for our clients should be the driving force behind every financial plan we build or strategy we recommend—and that belief is shared by every member of our team. At Navigate Wealth Planning Group, your best interests come first, and our entire team is behind you, helping guide you to your financial goals.

At Navigate WPG, we bring the human element back to financial planning.

Meet Our Team

Bonnie Faherty

President | Financial Advisor

207-707-5150

bonnie@navigatewpg.com

Bonnie founded Navigate Wealth Planning Group in June of 2021, but her career in finance goes back much further. She’s been in the financial industry for 34 years. She had a successful career at a well-known bank in Maine for 23...

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Mark Yount CFA

Chief Financial Officer

207-707-5150

As a seasoned financial professional with more than 20 years of experience, Mark brings expertise in investment advisor representative practices, investment banking, and corporate finance for firms ranging from start-up to Fortune 100...

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Zoe Nelson

Client Relations Manager

207-707-5150

zoe@navigatewpg.com

Zoe has joined the Navigate team as our Client Relationship Manager. Having worked over 5 years in the insurance industry, Zoe brings a wealth of knowledge and experience in assisting clients with their life and health needs. She...

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Audrey Jones

Client Service Associate

207-707-5150

audrey@navigatewpg.com

Audrey joined Navigate Wealth Planning Group in June of 2021 as a client service associate. She grew up in Scarborough, Maine and graduated from Scarborough High School in the spring of 2019. She is currently a junior at the University...

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Brendan Faherty

Operations Manager

207-707-5150

Brendan began working with Bonnie in 2019, but has decades of experience as an operations manager at various corporations. The knowledge and skills he brings to Navigate Wealth Planning Group help to keep our financial advisors...

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Megan Fennie

Marketing Consultant

As a seasoned marketing communications professional, Megan develops and executes marketing strategies to help advisors grow their businesses. Throughout her career, she has developed digital marketing plans and collateral for a variety...
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