Our Story
About Navigated Wealth Advisors

At Navigated Wealth Advisors, the mission is to guide clients with clarity and care, creating financial strategies rooted in their values. The team is dedicated to assisting clients navigate their financial journeys with purpose and helping to ensure that their resources enable lives of meaning and gratitude. Through intentional planning and meaningful relationships, Navigated Wealth Advisors empowers clients to use wealth as a tool for purposeful living and stronger community connections.

Vanessa Perez
Vanessa PerezFinancial AdvisorFIC

I'm proud to call myself Thrivent financial professional. After several years in various industries, I discovered a passion in helping people through thoughtful conversation and creative solutions. Getting to know you and your hopes and dreams allows me to create a holistic financial plan, by providing meaningful guidance that aligns with your values. By partnering with me, you are not only finding ways to use your money as a tool but also finding ways to impact your community. Giving back to the causes that mean the most to you is part of the practice to financial success.

My husband Joel and I have been living in Tri-cities, WA for over a decade where we planted roots after leaving the Marine Corps. Joel attended Washington State University-Tri-cities where he got a degree in Viticulture and Enology. He has been involved in the wine industry in some form since graduating. We have two awesome kids in the Kennewick School District. We try to do everything outdoors like paddleboarding, skiing, hiking, and camping. Traveling and exploring new parts of the country and world are passions of ours.

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Jerry Bergquist
Jerry BergquistAssociate Financial AdvisorBFA™

As a financial advisor, my approach is deeply rooted in my faith and a Biblical perspective on money. I believe that financial stewardship is not merely about dollar amounts—it's about aligning our resources with our values and purpose.

My passion for guiding others in their financial journey is deeply personal. Having experienced firsthand how intentional choices, discipline, and a faith-based approach to money can lead to lasting peace and freedom, living debt-free with clarity. That journey gives me a deep sense of empathy and motivation to walk alongside others. I strive to truly understand each client—their values, goals, and relationship with money—and help them navigate toward wise stewardship, purpose, and financial peace.

Faith and community are central to my family. We’re actively involved in our local church, where my wife Kim has led small groups for moms with young children, and I’ve had the privilege of leading several Bible studies focused on financial stewardship. Teaching is something I truly love—it’s a joy to help others grow in both faith and practical wisdom.

When I'm not working or serving, I cherish time with my wife and our son, Jordan—especially when we're soaking up the sun on a beach in Hawaii. I often say, “I work on the mainland 50 weeks a year so I can live in Hawaii the other two.” It’s our little slice of paradise.

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Tyler Wanke
Tyler WankeWealth AdvisorCFP®, ChFC®, RICP®

For more than 15 years, Tyler has led a financial practice deeply rooted in service, education and transparency. To be able to help you make decisions about your financial present today, that will impact the rest of your future and your family's future, is what gets him excited every day about the tremendous impact comprehensive dedicated planning can have.

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Kennewick Location
8350 W Grandridge Blvd Ste 200
Kennewick, WA 99336
Phone509-783-7050Hours

M – Th: 9 a.m. – 5 p.m.

F:By Appointment Only

Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 509-783-7050

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

* as of December 31, 2024

** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.