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Elizabeth T. Patterson, CFP®

Elizabeth T. Patterson, CFP®



Professional Experience

Beth Patterson founded Waypoint Advisors in 2001 to fulfill her vision for providing integrated and personalized wealth management services to families and foundations. Beth’s aim was to build a culture that thrives on intellectual curiosity, creative problem solving, integrity and caring for clients. Over the years, Waypoint has built “processes with purpose” to help families fit all the pieces of their financial puzzle together in a way that reflects their unique goals and values. We call it the Waypoint Way™.


Beth graduated from Old Dominion University, summa cum laude, with a BS degree in psychology, earning memberships in Phi Kappa Phi and Psi Chi National Honor Societies. She later earned her MBA degree from Old Dominion University earning membership in the International Honor Society of Beta Gamma Sigma. These dual degrees and a passion for both analysis and working with people suit Beth well in her chosen field.

Personal Information

Beth has been an active volunteer all of her life. Her past service includes the Chesapeake School Board, rising to leadership as the vice-chair. Her favorite volunteer activity was coaching Odyssey of the Mind teams in creative problem-solving competitions. Beth also served as president of Volunteer Hampton Roads and in various literacy efforts. Other boards Beth has served include the ODU Educational Foundation and the Greater Norfolk Council. Beth was a 2004 winner of the Women in Business Achievement Award.

Beth currently serves as a trustee for the Chesapeake Bay Academy. She is also a member of the Hampton Roads Leadership Council of the Chesapeake Bay Foundation and the Advisory Board of Horizon Hampton Roads. Beth serves on the Advisory Board of Envest III, a private equity fund. She has been a member of the Financial Planning Association, the Hampton Roads Estate Council and the Hampton Roads Gift Planning Council.

Beth is a Corporate Director of TowneBank and serves on the Audit Committee. 

Finding time to spend with her large family, which includes her husband, Tom Bertrand, three biological children, three step children, five grandchildren and extended close family members is Beth’s greatest joy and perhaps her greatest challenge. Beth and Tom love to spend time together, especially near the water, listening to music, dancing, going to movies, writing haikus for each other, and sharing the lives of their children and grandchildren.