Meet our Team

We are curious life-long learners who place education and professional development at the core of everything we do. Waypoint team members are CFA Charterholders, CPAs, CFP® professionals, PFSs or are in the process of attaining these designations. Having a Waypoint trusted advisor working on your behalf affords you the peace of mind needed to live a more fulfilled life now – while also planning for a financially solid future.

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