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Elizabeth T. Patterson, CFP®

Elizabeth T. Patterson, CFP®

President

bpatterson@waypointadvisors.net

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™.

Education

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 is a Corporate Director of TowneBank and serves on the Audit Committee. She serves as a trustee for the Chesapeake Bay Academy and is a member of the Chesapeake Bay Foundation Hampton Roads Council and the Advisory Board of Horizons Hampton Roads. Beth is also a member of the Financial Planning Association and the Hampton Roads Estate Planning Council.

Beth has received several awards and recognitions. In 2017, she was named as one of the Women of Distinction by the YWCA of South Hampton Roads. In 2004, she was a recipient of the Women in Business Achievement Award. Beth was also selected for the Inside Business Power List in 2019. 

Finding time to spend with her large family, which includes her husband, Tom Bertrand, three biological children, three step children, eight 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.