Waypoint has become an industry leader in credit union auditing and consulting. We strive to deliver the highest quality services at the most affordable prices. For over 30 combined years, owners Barry Lynch and Greg Schmidt have dedicated their careers to working with credit union leadership, specializing in audit procedures, training for both staff and directors, compliance reviews, internal control testing, policy development, & consulting, including long-term strategic business planning. In order to expand and to begin taking on employees, in 2011, Waypoint Advisory Services, Inc., was formed as a combination of Barret T. Lynch, LLC, and Greg R. Schmidt, LLC, now serving over 45 federally insured credit unions in and around the Texas Panhandle and beyond, with plans to expand into several other areas in the United States, including the Dallas metroplex, Ohio, and South Carolina.
| Website | http://www.way-point.net |
| Revenue | $747000 |
| Employees | 11 (5 on RocketReach) |
| Founded | 2011 |
| Address | 2100 S Polk St, Amarillo, Texas 79109, US |
| Phone | +1 855-275-9297 |
| Technologies |
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| Industry | Financial Services, Accounting & Accounting Services, Business Services |
| Keywords | Credit Union Consulting, Credit Union Services, Financial Consulting, Audit Services, Auditing Services, Union Consulting, Compliance Consulting, Quality Audits, Risk Management, Regulatory Compliance, Risk Advisory, Financial Advisory, Consulting Services, Financial Services, Accounting Services |
| Competitors | Raymond James, Edward Jones, Merrill Lynch, Fidelity Investments, Financial Services Company, LPL Financial, Schwab Advisor Services, Morgan Stanley, Vanguard, TIAA +41 more (view full list) |
| SIC | SIC Code 87 Companies, SIC Code 872 Companies |
| NAICS | NAICS Code 54121 Companies, NAICS Code 541 Companies, NAICS Code 5412 Companies, NAICS Code 54 Companies |
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Waypoint Advisory Services Questions
The Waypoint Advisory Services annual revenue was $747000 in 2026.
Cale Hawley is the President Business and Talent Development of Waypoint Advisory Services.
5 people are employed at Waypoint Advisory Services.
Waypoint Advisory Services is based in Amarillo, Texas.
The NAICS codes for Waypoint Advisory Services are [54121, 541, 5412, 54].
The SIC codes for Waypoint Advisory Services are [87, 872].
Top Waypoint Advisory Services Employees
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22 -
Lauren Vanbeckum
Managing Partner at Waypoint Advisory Services
Amarillo, TX, US2 -
Trenton McDaniel
Associate Auditor at Waypoint Advisory Services
Texas, United States21 -
Hilla Almog
Associate Auditor at Waypoint Advisory Services
Denver, CO, US1
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