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At Waypoint Wealth Management our people make the difference. Our advisors and administrators care first for your needs. It is this commitment to your, our investment process, and our independence that makes Waypoint Wealth Management stand out from the rest.

Our advisors are spread throughout the Northwest. To contact or learn more about an advisor, please select an advisor below.


Roger is the managing partner and co-founder of Waypoint Wealth Management. Roger is the LPL Registered Securities Principal for Waypoint as well as an Accredited Investment Fiduciary (AIF®).

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Troy is a founding partner of Waypoint Wealth Management. He earned his Master of Business Administration degree from Utah State University after receiving his Bachelor of Science degree in Marketing from Brigham Young University.  

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John is a native of Spokane, and after graduating from Gonzaga Prep High School in 1985 he attended the University of Idaho in Moscow, Idaho. After completing his undergraduate work at the University of Idaho, John jumped right into...

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