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Waypoint Advisory Services, Inc. is an industry leader in credit union examination and consulting.  Waypoint was formed as a combination of Barrett T. Lynch, LLC, and Greg R. Schmidt, LLC, serving over 75 federally insured credit unions in the U.S.

Waypoint Advisory Services, Inc. is a multifaceted provider specializing in agreed upon procedures reviews, internal control testing, compliance, strategic planning and director training for federally insured credit unions.  Waypoint is the only firm in our area that specializes in Credit Union specific services. 

 

west-texas-sunset.jpgCompany Vision:

To leverage federal examiner based knowledge coupled with certified public accounting experience to provide the most industry-specific solutions within the Credit Union movement.  Our passion is serving Credit Unions and their members with honesty, integrity and efficiency.

  

 

Mission Statement: SC pic 2.jpg

To further the cause of the credit union movement by providing both local and affordable solutions, which assist individual credit unions in satisfying their federal regulatory compliance requirements.

 

 

 

 

 Credit Unions are all we do.

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Our main office is located in Amarillo, TX, which gives us the ability to serve credit unions in West Texas and beyond.  Our newest office, in Keller, TX, allows us to serve credit unions in the DFW metroplex, while keeping travel costs to a minimum. 

 

​Waypoint Advisory Services, Inc.

(West Texas)

2100 S Polk  St.

Amarillo, TX 79109

1-855-275-9297

Waypoint Advisory Services, Inc.

 (Dallas/Fort Worth)

404 Blackjack Trl.

Keller, TX 76248

1-817-583-3004