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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Our advisors

Advisor photo for Matthew Ellis

Matthew Ellis

CFP®, BFA, ChFC®, AAMS®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Matthew Ellis Visit Matthew Ellis's website
Advisor photo for Matthew Udal

Matthew Udal

CRPC, CMFA®

Private Wealth Advisor

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


Our team

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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