Financial Professionals
Individually and collectively, we feel a calling to be a valued resource and guide for individuals, families and small businesses to understand and achieve their financial goals.
President and Managing Partner
(615) 386-6381
dallas@waypointfinancialpartners.com
Partner
(423) 472-1947
matt@waypointfinancialpartners.com
Tony Helton, CFP®
(615) 444-6548
tonyhelton@waypointfinancialpartners.com
Tracey Hay, CPA
(615) 804-9563
traceyhay@waypointfinancialpartners.com
David H. Jeffries, CFP®, RICP®
(865) 588-9333
David@waypointknoxville.com
Michael McManus, CLU®
(901) 490-6590
michael.mcmanus@equitable.com
mitchell@waypointfinancialpartners.com
Junior Partner
615-386-6386
justin.barr@equitable.com
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