The expertise and clear vision of a financial professional can make all the difference. Our associates are here for you.

Founding Partner & Wealth Advisor

Since Paul became a Financial Advisor in 1999, he has implemented creative strategies to help clients efficiently pursue...

Founding Partner & Wealth Advisor

Rich works with clients toward achieving financial security and independence by developing solid investing programs to...

Founding Partner and Wealth Advisor

Kyle Heller is a Founding Partner and Wealth Advisor at Waypoint Wealth Group in Woodbury, MN, a strategic partner of...

Founding Partner & Wealth Advisor

Keith is a Founding Partner and Wealth Advisor with Waypoint Wealth Group of Woodbury, Minnesota.  Having over 30 years...

Wealth Advisor

“People helping people.”

This is Trevor’s personal professional motto and the reason he became a financial advisor.

...