Meet Our Team

About Us

We’re a husband-and-wife financial advisory team committed to guiding individuals and families toward lasting financial confidence—through quality advice, unwavering integrity, and true independence.

At the heart of our practice is a simple mission: to empower our clients with clarity and confidence in their financial decisions. We believe that everyone deserves a trusted partner who listens first, educates along the way, and offers guidance tailored to their unique goals and values.

Our independence allows us to remain free from outside influence, so every recommendation we make is aligned with your best interests—not tied to products, quotas, or profit motives. That freedom, combined with a deep commitment to professional excellence, means you receive advice grounded in experience, objectivity, and care.

As a team, both in business and in life, we bring a personal, collaborative approach to financial planning. We understand that financial well-being isn’t just about building wealth—it’s about creating a life that reflects what matters most to you. Whether you’re preparing for retirement, growing your investments, or navigating life’s transitions, we’re here for the long run.

Bring your investments to a new level!

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Mission Statement

At Waypoint Wealth Strategies we are dedicated to guiding you toward financial success, much like a GPS guiding travelers to their destination. We understand that each client’s financial journey is unique, and our goal is to help you navigate the complexities of wealth management with precision and clarity. By understanding your personal goals, risk tolerance, and financial landscape, we create customized, strategic waypoints to keep you on track toward financial security, growth, and prosperity. Whether you’re mapping out your retirement, investing for the future, or managing assets, we ensure that every decision leads you closer to your destination. With integrity, expertise, and a commitment to your long-term success, we are your trusted advisors in the world of finance.