Broker Check

Reasons to choose waypoint financial

Client Centric Focus

  • Comprehensive planning process for individuals and businesses
  • Personally customized retirement blueprint
  • Objective analysis and recommendations
  • Risk management for wealth preservation
  • Unparalleled personalized service

Our Professional Focus

  • Goals Based Investment Professionals
  • Educators committed to professional development
  • 15 Professional Designations from The American College
  • 1 Advanced Estate Planner as recognized by the National Association of Estate Planning Councils
  • Multi-generational practice with succession plans for client continuity

Our MIssion

To support your vision to live your financial future successfully

To Provide innovative and practical financial strategies for our valued clients

To communicate complex financial issues in clear language and ensure our clients understand their options

To maintain a standard of professional excellence in the ever changing financial marketplace

To offer a lifetime of service exceeding client expectations

To operate all times with professional integrity and Godly principles