


Waypoint Advisory Services Email Formats
Financial Services • Amarillo, Texas, United States • 11-20 Employees
Waypoint Advisory Services Email Formats
Waypoint Advisory Services uses 2 email formats. The most common is {first name} (e.g., john@way-point.net), used 81.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@way-point.net | 81.8% |
{first initial} | j@way-point.net | 18.2% |
Key Contact at Waypoint Advisory Services
Cale Hawley
President Business and Talent Development
Company overview
| Headquarters | 910 W 7th Ave, Amarillo, TX 79101, US |
| Phone number | +17205494554 |
| Website | |
| NAICS | 52 |
| SIC | 872 |
| Keywords | Annual Agreed Upon Procedures Reviews, Annual Bank Secrecy Act (Bsa) Testing / Training, Automated Clearing House (Ach) Testing, Compliance Reviews And Policy Development, Facilitated Strategic Planning Sessions, Periodic Internal Control Testing, Opinion Audits |
| Founded | 2011 |
| Employees | 11-20 |
| Socials |
About Waypoint Advisory Services
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.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Waypoint Advisory Services has 2 employees across 2 departments.
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Number of employees
Funding Data
Waypoint Advisory Services has never raised funding before.
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