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.
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Verified contacts
10
available on Kipplo
LinkedIn employees
12
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
24
organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- WW
Wayne Watters
Regional Supervisor · Operations
EmailPhone - KD
Kent David
Auditor · Finance & Accounting
EmailPhone - CH
Cale Hawley
President Business and Talent Development · Other
EmailPhone - BD
Briana D.
Assistant Office Manager · Operations
EmailPhone - EA
Emma Adams
Associate Auditor · Finance & Accounting
EmailPhone - TM
Trenton McDaniel
Associate Auditor · Finance & Accounting
EmailPhone - LQ
Lauren Quill
Managing Partner · General Business & Management
EmailPhone - LQ
Lauren Quill Vanbeckum
Managing Partner · General Business & Management
EmailPhone
Showing 8 of 10 verified contacts
Top roles at Waypoint Advisory Services
6 distinct titles indexed · top 6 shown.
- 3associate auditor
- 2managing partner
- 1assistant office manager
- 1auditor
- 1president business and talent development
- 1regional supervisor
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