Our Team

Our experienced team of creative, disciplined and skilled professionals brings together various financial and analytical specialties, creating for you an environment that is thoughtful and collaborative. Over the years, we have successfully navigated numerous market cycles and we understand how best to help you reach your goals while protecting you from inevitable downturns. Our team approach adds value to the hands-on decision-making process as we work together to deliver to you an exceptional client experience. 

Elizabeth T. Patterson, CFP®

Elizabeth T. Patterson, CFP®

Managing Director & Financial Advisor

bpatterson@waypointadvisors.net

Beth Patterson founded Waypoint Advisors in 2001 to fulfill her vision for providing integrated and personalized wealth management services to families and foundations…

Susanna Adams Dellinger

Susanna Adams Dellinger

Director & Financial Advisor

sadams@waypointadvisors.net

Susanna Adams Dellinger began working exclusively with non-profit institutions and the wealthy families that support them at Wachovia Bank in Atlanta, GA in 1998. As…

John Clunan

John Clunan

Director & Senior Analyst

jclunan@waypointadvisors.net

John joined Waypoint in the summer of 2014 with over twenty years of experience as an analyst and an information technology executive. Most recently, John served as…

Nirali Trovato, CFP®

Nirali Trovato, CFP®

Financial Advisor

nraval@waypointadvisors.net

Nirali Trovato brings to Waypoint Advisors experience in accounting and client relations from her previous position at a large dental practice in Hampton Roads. She…

Lori Cochran

Lori Cochran

Operations Manager

lcochran@waypointadvisors.net

Lori Cochran brings over 20 years of experience in the accounting, investment and financial services industry to her position as Waypoint's operations manager. Lori…

Kelly McCarthy

Kelly McCarthy

Senior Client Service Manager

kmccarthy@waypointadvisors.net

Kelly brings over 15 years of high net worth client service experience to Waypoint Advisors. Prior to joining the Waypoint team in 2018, Kelly worked in the Family…