Waypoint Wealth Solutions

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Waypoint Wealth Solutions
Team photo for Waypoint Wealth Solutions

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Advisors

Advisor photo for Matthew Udal

Matthew Udal

CRPC, CMFA®

Private Wealth Advisor

Certified Military Financial Advisor®
Visit Matthew Udal's website
Advisor photo for Betsy Udal

Betsy Udal

Financial Advisor

Visit Betsy Udal's website


Team

Kacie Sonnenberg

Kacie Sonnenberg

Administrative Assistant