Meet the Team
At Navigate Financial, we have you—and only you—in mind.
Our Team
Derek Lawson, MBA, RICP®, CFP®, CDFA®
Wealth Advisor | President
Derek Lawson, President and founder of Navigate Financial LLC, has been a Financial Advisor for over 16 years. Since becoming a Financial Advisor, Derek has helped his clients, their families, and friends achieve financial confidence by developing strategies focused on their specific financial goals and needs.
Derek is passionate about continuous learning. In 2019, Derek became a CERTIFIED FINANCIAL PLANNER™ after successfully completing a rigorous 18-month educational program to further advance his planning and investment management acumen.
On a personal level, Derek finds his identity in his faith and enjoys attending church functions, cooking/baking, fishing, and visiting his two favorite cities (Vegas and NYC). Derek is the proud father of two sons (Lamarrius and Derek II) and grandfather of two adorable granddaughters (London and Ryleigh)
Derek has established a superior team to assist him in providing excellent customer service. He and his team are available to serve by phone, email, or face to face via video or in-person meetings.
Carolina Munin
Office Administrator
404-842-5138
Carolina helps the office at Navigate Financial run smoothly, welcomes visitors, and supports daily operational & administrative tasks.
She moved from Brazil over a decade ago and when she’s not at the office, she loves to read and to go on hikes with her family.
Tina Hargis
Office Administrator
Tina provides administrative and operational client support services. Outside of the office she enjoys traveling and spending time with family & friends.
Evelyn Perez
Compliance Analyst
Evelyn helps the office run smoothly, effectively, with a large focus on compliance responsibilities and the client experience. She loves to spend time with her family at their lake house on Lake Lanier creating great family memories.
We understand that we all come from different backgrounds, have different life experiences and education levels and believe that no one strategy fits everyone. With this understanding, we work diligently to provide our clients with their tailored answers and not just answers.
We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.