Affiliations, Organizations & Partnerships
At Waypoint Consulting, we believe the best insights come from meaningful conversations. Through podcasts, interviews, and featured media appearances, we share perspectives on industry trends, strategic business challenges, and the practices that drive real growth.
Whether you're looking to deepen your understanding of market dynamics, explore innovative approaches to organizational challenges, or learn from real-world case studies, our media library offers accessible, actionable content. You'll hear directly from our team as we discuss what's working in today's business landscape—and what's next.
Partnership With NAIFA
I'm proud to partner with NAIFA—the National Association of Insurance and Financial Advisors. NAIFA represents the highest standards of professionalism and ethics in our industry, and that alignment matters deeply to how we serve our clients.
Working with NAIFA reinforces our commitment to continuous education, industry best practices, and staying at the forefront of what's changing in financial services. Their network connects us with forward-thinking advisors and leaders who are pushing the profession forward—and that collaborative spirit directly benefits our clients.
Partnership With The FPA
The Financial Planning Association sets the gold standard for financial planning excellence and professional responsibility. I'm proud to be part of this community of planners who are committed to putting clients first and delivering comprehensive, holistic financial guidance. This partnership reflects our dedication to staying current with industry standards and best practices that directly enhance the value we bring to every client relationship.
Being affiliated with the FPA connects us to a network of top-tier advisors and thought leaders who are shaping the future of financial planning. It's a commitment to continuing education, ethical practices, and the highest level of professional competency—values that are at the core of everything we do at Waypoint Consulting Partners.
Partnership With Provisors
Provisors brings together accomplished business leaders and entrepreneurs in a peer advisory setting where real strategy gets discussed and refined. I'm proud to be part of this community because it embodies what we value at Waypoint Consulting Partners—collaboration, candid feedback, and the collective wisdom of people who understand the complexities of building and scaling businesses. This partnership ensures we're connected to decision-makers and innovators who are navigating today's most pressing business challenges.
Being a Provisor means I'm constantly learning from and contributing to a network of peers who challenge assumptions and push thinking forward. That experience directly translates into better counsel for our clients. It's a commitment to remaining engaged with the real-world issues facing business owners and bringing those insights back to strengthen every client engagement.
Partnership With WIFS
WIFS represents the accomplished women driving innovation and leadership across our industry. I'm proud to partner with this organization because it advances something I'm deeply committed to—creating space for women to thrive, lead, and shape the future of financial services. Being part of WIFS connects us to brilliant strategists, advisors, and entrepreneurs who are raising the bar for professionalism and client service across the board.
This partnership is about more than networking; it's about actively supporting the next generation of female leaders while learning from the expertise of women who are already making significant impact. The relationships and insights gained through WIFS strengthen our team's perspective and directly benefit our clients through more thoughtful, inclusive advisory work. It's a reflection of our values at Waypoint Consulting Partners—that diverse voices and perspectives make us all better advisors.





