Roger Pugh
Troy Pugh
Dan Harper
Mikel Poulsen Nick Nastri
Michael Slate Tyson Blake Robert Littell Jack Kelleher
Roger Pugh, AAMS 
Roger is the managing partner and co-founder of Waypoint Wealth Management. Roger is the Registered Securities Principal for Waypoint as well as an Accredited Asset Management Specialist (AAMS). Roger started his career in the investment industry in 1997 with a national brokerage firm. While performing his duties as an investment representative, he also spent much of his time working for the firm in the areas of training and recruiting of new investment representatives. In 2005, in order to offer a more comprehensive and broader approach to investment planning, Roger left the national firm and created Waypoint Wealth Management, joining the largest and highest ranked independent firm in the nation, LPL Financial.
Roger and his wife, Leanne, married in 1991 and have four beautiful adopted children. Three are busy elementary-school age children, and the fourth is in junior-high. Leanne keeps busy with the children and hobbies of her own when time allows. The children enjoy reading with mom and dad, wrestling, and playing on the trampoline and in the yard with dad. When Roger is not busy with family he loves to golf, travel, and be involved with community projects such as the annual Waypoint Foundation Scholastic Chess Tournament established by Roger and his brother, Troy.
This advisor is at the following location(s): Ephrata
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