Meet the Team
An Experienced Team Devoted to Your Success
With years of experience, we understand the importance of expertise and clear vision in financial planning. Our team of associates is dedicated to supporting you every step of the way. Let us use our knowledge to guide you from your current situation to your desired financial future.
Haley Shea
Practice Coordinator on behalf of Kyle Heller & Mitch Zimmer, Wealth Advisors
Denise LaFontaine
Practice Coordinator on behalf of Kyle Heller & Mitch Zimmer, Wealth Advisors
Austin Van Dell
Practice Coordinator on behalf of Keith Van Dell, Wealth Advisor
Emily Ritz
Practice Coordinator on behalf of Paul Archambeau, Wealth Advisor
THANK YOU RICH HANZLIK
FOUNDING PARTNER, WEALTH ADVISOR EMERITUS
Effective June 30, 2024, I will be stepping out of day-to-day responsibilities with Waypoint Wealth Group. As part of a thoughtful, intentional succession plan, I will remain connected to the business through the rest of the year, allowing me to stay in contact with many of you through phone calls, emails or in-person meetings. As we move into this next phase together, please rest assured that our office remains dedicated to providing you with continued excellence in reaching your short- and long-term financial goals.
Who We Serve
We provide tailored solutions to individuals, families, and business owners to help them navigate the financial landscape with confidence and clarity.
Our Approach
We adopt a holistic approach to ensure that we comprehend every aspect of your financial situation, tailoring strategies that help you achieve your goals.
Contact Us
Are you looking for an advisor who will help you navigate the financial landscape with confidence? Contact us today to begin your journey.