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.
1-888-653-2347 
support@leadiq.com 
