Broker Check


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 Pugh, AAMS

Managing Partner



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 Asset Management Specialist (AAMS).

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Troy is a founding partner of Waypoint Wealth Management with his brother, Roger. Troy earned his Master of Business Administration degree from Utah State University after receiving his Bachelor of Science degree in Marketing from the...

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Marc Spinner

LPL Financial Advisor



Marc has over 20 years of experience in navigating his clients’ investments through the treacherous waters of Wall Street. Focusing on individual bonds and systematic allocation of mutual funds and exchange-traded funds, Marc blends a...

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John W. Kendall

LPL Financial Advisor



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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Lane Steel was born and raised in Eastern Idaho where his family has settled and farmed for multiple generations. Idaho is his home, and he has spent most of his life in the state. He earned his Bachelor's of Science degree from Idaho...

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