At Waypoint Wealth Management our people make the difference. Our advisors and administrators care first for the needs of the clients we serve. It is this commitment to our clients, our investment process, and our independence that makes Waypoint Wealth Management stand out above the rest.
Our advisors are spread throughout Eastern Washington. To contact or learn more about an advisor, please select an advisor below. Our advisors are located in Ephrata, Wenatchee, Kennewick, and Spokane, Washington.
Ephrata, Washington |
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Roger Pugh, AAMS, AIF®
Managing Partner |
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925 Basin St SW
Ephrata, WA 98823
Map to this location
509-754-9800, phone
509-754-9797, fax
Personal Information
E-mail this Advisor  |
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Troy Pugh, MBA, AIF®
Sr Partner |
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925 Basin St SW
Ephrata, WA 98823
Map to this location
509-754-9800, phone
509-754-9797, fax
Personal Information
E-mail this Advisor |
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Joe Johnson |
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925 Basin St SW
Ephrata, WA 98823
Map to this location
509-754-9800, phone
509-754-9797, fax
Personal Information
E-mail this Advisor |
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Wenatchee, Washington |
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Mikel Poulsen, AIF® |
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517 N Mission Ave, Ste A
Wenatchee, WA 98801
Map to this location
509-665-9796, phone
509-662-9797, fax
Personal Information
E-mail this Advisor |
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Troy Pugh, MBA, AIF®
Sr Partner |
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517 N Mission Ave, Ste A
Wenatchee, WA 98801
Map to this location
509-754-9800, phone
509-754-9797, fax
Personal Information
E-mail this Advisor |
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Nick Warner |
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517 N Mission Ave, Ste A
Wenatchee, WA 98801
Map to this location
509-754-9800, phone
509-754-9797, fax
Personal Information
E-mail this Advisor |
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Kennewick, Washington |
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Marc Spinner |
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1920 N Pittsburg St, Ste D2
Kennewick, WA 99336
Map to this location
509-460-9275, phone
509-783-1933, fax
Personal Information
E-mail this Advisor |
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Spokane, Washington |
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Jack Monaghan, AAMS |
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111 S Post St, Ste 2295
Spokane, WA 99201
Map to this location
509-893-5700, phone
509-893-5701, fax
Personal Information
E-mail this Advisor |
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John W Kendall |
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1212 N Washington, Ste 20
Spokane, WA 99201
Map to this location
509-327-0107, phone
509-327-2351, fax
Personal Information
E-mail this Advisor |
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