What departments does Waypoint Advisory Services have?

Waypoint Advisory Services has employees across 2 departments including Information Technology, Accounting.

What is the largest department at Waypoint Advisory Services?

The largest department at Waypoint Advisory Services is Information Technology with 1 employees.

Where are Waypoint Advisory Services employees located globally?

Waypoint Advisory Services has employees across 1 continents and 1 countries including United States Of America.

How has Waypoint Advisory Services's team size changed over time?

Waypoint Advisory Services's team has decreased from approximately 11 to 9 employees based on available data.

Waypoint Advisory Services Employee Directory

Financial ServicesTexas, United States11-50 Employees

Waypoint Advisory Services is a financial services firm focused on credit unions, delivering auditing and consulting support. Its offerings include audit procedures, compliance reviews, internal control testing, policy development, and training for staff and directors, along with long-term strategic planning advice. The company serves federally insured credit unions, primarily in the Texas Panhandle and surrounding regions, with clients beyond that area as it grows.

Based in Amarillo, Texas, Waypoint operates from 910 West 7th Avenue and was formed in 2011 through the combination of Barret T. Lynch, LLC and Greg R. Schmidt, LLC, by founders Barry Lynch and Greg Schmidt, who bring more than 30 years of combined experience. It serves more than 45 federally insured credit unions and is pursuing expansion into additional markets, including the Dallas metroplex, Ohio, and South Carolina, while remaining a mid-sized firm with a focused team.

Waypoint Advisory Services Global Highlights

North America
15

United States Of America
15

Waypoint Advisory Services's Leadership

B. L.
Ceo
Mobile Phone
Email
C. H.
President Business And Talent Development
Mobile Phone
Email
G. S.
Co-Founder And President
Mobile Phone
Email
L. Q.
Managing Partner
Mobile Phone
Email
B. M.
Senior Advisor
Mobile Phone
Email
M. C.
Senior Information Technology Specialist
Mobile Phone
Email
K. D.
Auditor
Mobile Phone
Email
W. W.
Regional Supervisor
Mobile Phone
Email

Waypoint Advisory Services Employee Metrics

100%

50%

0%

2026

2025

Accounting
Banking
Business
Administrative
Analytics
Other

Contact profiles from Waypoint Advisory Services

Name

Title

Contact Info

Location

Last Update

T. P.
Junior Accounting Auditor
Mobile Phone
Email
United StatesTexas
Oct 23, 2024
C. H.
President Business And Talent Development
Mobile Phone
Email
United StatesTexas
Apr 14, 2026
B. L.
Senior Compliance Officer Co-Founder And Chief Executive Officer
Mobile Phone
Email
UNITED STATES
May 14, 2025

Frequently Asked Questions

What is Waypoint Advisory Services known for?

Waypoint Advisory Services was founded in 2011 operates in the Financial Services industry. The company's main headquarters is located in 910 West 7th Avenue Amarillo, Texas 79101 United States; you can contact the main corporate office by phone at

+1-855-275-****

. Explore Waypoint Advisory Services's company overview page for more information.

What is Waypoint Advisory Services's most common email format?

Waypoint Advisory Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Waypoint Advisory Services email formats with LeadIQ.

How many employees does Waypoint Advisory Services have currently?

Waypoint Advisory Services has approximately 12 employees as of January 2026. These team members are located across 1 continents, including North America.

Who are Waypoint Advisory Services's key employees and leadership?

As of January 2026, Waypoint Advisory Services's key employees include:

Ceo: B. L.
President Business And Talent Development: C. H.
Co-Founder And President: G. S.
Managing Partner: L. Q.
Senior Advisor: B. M.

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Waypoint Advisory Services Employee Directory

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Waypoint Advisory Services Global Highlights

North America
15

Waypoint Advisory Services's Leadership

Waypoint Advisory Services Employee Metrics

Contact profiles from Waypoint Advisory Services

Frequently Asked Questions

What is Waypoint Advisory Services known for?

What is Waypoint Advisory Services's most common email format?

How many employees does Waypoint Advisory Services have currently?

Who are Waypoint Advisory Services's key employees and leadership?

Everything for prospecting,
in one platform.

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Waypoint Advisory Services Employee Directory

Find Waypoint Advisory Services employees' phone numbers or email addresses

Name search is limited — try advanced search instead

Waypoint Advisory Services Global Highlights

North America15

Waypoint Advisory Services's Leadership

Waypoint Advisory Services Employee Metrics

Contact profiles from Waypoint Advisory Services

Frequently Asked Questions

What is Waypoint Advisory Services known for?

What is Waypoint Advisory Services's most common email format?

How many employees does Waypoint Advisory Services have currently?

Who are Waypoint Advisory Services's key employees and leadership?

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North America
15

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