OUR TEAM

wayfinder - signage on side of a blue boat

Our Story

Wayfinder is a term meaning to help you find your way.

Traditionally, Wayfinder’s were master navigators who relied on stars, ocean currents, wind, and bird behavior for long-distance voyaging.  Angela saw this name on a boat and thought it encapsulated our practice perfectly. The official definition is: a sign, landmark, or other indicator used to assist people in navigating to a particular location. It’s our job to help you identify your financial goals and the benchmarks to reach them.

About LPL: LPL Financial is the largest broker-dealer* for the independent advisor. We chose them for their superior software and other back-office tools to ensure that our clients had access to the best technology and resources in the market.

*As reported by Financial Planning magazine, June 1996-2022, based on total revenue. Wayfinder Wealth and LPL Financial are separate entities. 

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We Work for You

Our reasons for becoming financial professionals are deeply personal. We are passionate about financial resiliency and repeatedly saw many friends struggling to find the help they needed with their financial future. We are confident that our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.

In today’s complex financial world, it’s easy to focus on the numbers and lose sight of the bigger picture. That’s why we start by getting to know you—your goals, your values, and what truly matters most. From day one, our priority is to understand your unique situation so we can create a personalized plan that fits your life.

Whether you're planning for retirement, saving for college, or building long-term wealth, we're here to help you navigate life’s complex financial challenges with easy to understand step by step action plans. We believe in thinking outside the box and aren’t afraid to challenge conventional wisdom to help you move forward with clarity and confidence.

Our work doesn’t end with a plan. We’re committed to walking with you through every stage of life, offering ongoing guidance and support. Our efforts are focused on supporting your success and generating a positive influence for you and those close to you.