Our History
Why Waypoint?
A waypoint on a map indicates a specific point at which the path changes. It’s a place to pause to rest or alter course. As wealth advisors, we are there for you at every waypoint, helping you choose an appropriate route to reach your destination. In a similar way, we are at a waypoint in our own journeys, and the road ahead is clear and exciting.
The Path So Far
Our journey began in 1990, when Richard Hanzlik, our founding partner started his career as a wealth advisor and created Hanzlik Financial in affiliation with First State Bank and Trust. By uniting with a well-established financial institution, he was able to provide a full array of financial services to the St. Croix Valley and surrounding areas. Then, after 20 years of growth, he added Kyle Heller to his team. the pair were located in various First State Bank and Trust locations before establishing themselves out of the former Bayport branch. Together, they developed a solid reputation for helping individuals and businesses work toward achieving financial security and independence.
The Way Forward
In 2019, Rich and Kyle determined that to better support growth within their business, begin succession planning, and continue offering excellent service, they needed to be part of a bigger team. The advisor group, Hanzlik Financial aligned and partnered with two other advisors, Paul Archambeau and Keith VanDell. Together they formed a larger entity known as Waypoint Wealth Group. As part of Waypoint, Rich and Kyle added a third partner in 2024, Mitch Zimmer. Additionally, they have fantastic support from their administrative staff, Haley Shea and Denise LaFontaine. As a team, we have had the pleasure of helping hundreds of clients with clear and simple financial guidance for complex situations, from Andersen Corporation employees, retirees, and small business owners to friends, families, and acquaintances of existing clients.
A Note From Rich Hanzlik
After 34 fulfilling years serving as a financial advisor, I will be transitioning from this wonderful, rewarding business to retirement.
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.
Of course, I find myself reminiscing my professional life over the past three decades: beginning my financial services career in 1990, establishing Hanzlik Financial in various First State Bank and Trust locations, adding Kyle Heller to the team after 20 years of growth, and expanding to become the Waypoint Wealth Group team in 2019. While it’s easy to look at the milestones, I’m humbled that I have so much to be grateful for, including the trust and confidence you have placed in me and our team throughout the years. The meaningful relationships I have cultivated with my clients and colleagues are truly cherished.
To date, my business partner Kyle Heller and I have been working together for 14 years. This has been a wonderful partnership for the two of us and I’m confident in Kyle’s incredible expertise, and his dedication to you. Many of you work closely with Denise and Haley, our exceptional client service team, and that won’t change – they handle all the operations and administration and they do it well. We have added a second wealth advisor and new partner, Mitch Zimmer, who will help with the transition. Kyle and I have known Mitch for a decade, and he brings a set of exceptional professional and industry skills to our team.
In retirement, I plan to stay in Hudson but spend a little more time at my cabin in Cohasset MN, and travel with my wife Wendy to see our kids and grandkids around the country. I’m sure I’ll see you around town so be sure to stop and say hi. While I will miss the daily interactions, I am excited for this new chapter of my life.
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.