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 10 employees based on available data.

Waypoint Advisory Services Employee Directory

Financial ServicesTexas, United States11-50 Employees

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.

Find Waypoint Advisory Services employees' phone numbers or email addresses

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
Nov 15, 2025
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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