Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.

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Our advisors

Matthew Udal

CRPC, CMFA®

Financial Advisor

Certified Military Financial Advisor®
Learn more about Matthew Udal Visit Matthew Udal's website

Matthew Ellis

CFP®, ChFC®, AAMS

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Matthew Ellis Visit Matthew Ellis's website


Our team

Melodie Dutton

Practice Manager

Kacie Sonnenberg

Kacie Sonnenberg

Administrative Assistant

Personal Intro

Hello! I am Kacie, the Administrative Assistant for Waypoint Wealth Solutions of Ameriprise Financial. I thrive on staying organized, anticipating needs, and keeping everything on track. I take pride in keeping things running smoothly behind the scenes - whether that be managing calendars, coordinating meetings, or providing timely and thoughtful assistance to both the team and clients.

Roles & Responsibilities

  • Calendar & Schedule Management
  • Communication
  • Data Entry
  • Document Management
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