What departments does Waypoint Advisory Services have?

Waypoint Advisory Services has employees across 2 departments including Consultant, Legal.

What is the largest department at Waypoint Advisory Services?

The largest department at Waypoint Advisory Services is Consultant 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
16

United States Of America
16

Waypoint Advisory Services's Leadership

T. M.
Senior Advisor
Mobile Phone
Email
L. H.
Compliance Officer
Mobile Phone
Email
L. P.
Associate Auditor
Mobile Phone
Email

Waypoint Advisory Services Employee Metrics

100%

50%

0%

2026

2025

Accounting
Banking
Business
Other

Contact profiles from Waypoint Advisory Services

Name

Title

Contact

Location

Last Update

T. M.
Senior Advisor
Mobile Phone
Email
Jun 25, 2026
L. H.
Compliance Officer
Mobile Phone
Email
Oct 21, 2024
L. P.
Associate Auditor
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Waypoint Advisory Services known for?

Waypoint Advisory Services was founded in 2011 operates in the Financial Services industry; 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 11 employees as of August 2026. These team members are located across 1 continents, including North America.

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

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

Senior Advisor: T. M.
Compliance Officer: L. H.
Associate Auditor: L. P.

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Waypoint Advisory Services Employee Directory

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Waypoint Advisory Services Global Highlights

North America
16

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.

What you can expect from LeadIQ:

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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 America16

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.

What you can expect from LeadIQ:

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North America
16

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