Our Amarillo Team

Barrett T. Lynch

- Senior Compliance Officer

A twelve-year veteran examiner of the National Credit Union Administration (NCUA), is now the CEO and co-owner of Waypoint Advisory Services, Inc., a credit union auditing and consulting firm which serves credit union s in Texas, Oklahoma, and beyond. Barry attended West Texas A&M University, where he received a Bachelor's Degree in Business Administration with emphasis in Finance, followed by a Master's Degree in Business Administration from Texas Tech university. He and his wife Judy have been married since 2000 an together they have one son Thomas. Both Bary and Judy are, Amarillo natives. Early in Barry's career with NCUA he encountered several high priority fraud cases which catapulted him into his specialty designation as a Recordkeeping and Internal Controls (RIC) Subject Matter Examiner. Before leaving NCUA, Barry was involved in over thirteen fraud cases throughout the United States and earned the nickname "fraud guy." Barry received many rewards and acknowledgments including Regions V's Group K Examiner of the Year in 2001, Region V's Group K Examiner of the Year in 2002, as well as the NCUA's Examiner of the Year (National) designation for 2002.

Greg R. Schmidt CPA, CFE - Senior Accounting Advisor

Waypoint president and co-founder Greg Schmidt is a licensed CPA in the state of Texas, and began performing internal control work for some of thelarger credit unions in West Texas in 1998. His relationships with those few clients, and his reputation blossomed into a thriving credit union auditing business, which now services nearly 50 federally and state chartered credit unions. Greg received his bachelors degree in finance and accounting from Texas Tech University in 1990, obtained his CPA license in 1995, and acquired his Certified Fraud Examiner (CFE) designation in 2006. Together Greg and Barry are working hard to provide the highes quality audit and consulting services to federally insured credit unions, at the lowest possible prices, in order to help ensure the soundness of the movement for which they are so deeply passionate - Credit unions.

Jamie Miller, Accounting Manager

Waypoints Accounting Manager, Jamie Miller, has her degree in Accounting with over seven years of experience in tax preparation, auditing, payroll, and process development/improvement. She spent two years at Barenberg & Washer, LLC, an Amarillo based CPA firm, preparing federal, state, and payroll taxes for clients, primarily in the agricultural, real-estate, trucking, and medical industries. There, she was also a key member of the auditing committee performing audits in Texas and New Mexico. Jamie was then hired as Payroll Director for an Ohio based company - Skilled Trades. There she worked in accounting and processed over 500 payroll checks weekly, for Skilled Trades Employees set up across the United States.

Marcus Smith, Senior Internal Controls Specialist

Marcus Smith is the senior internal controls specialist for Waypoint and has been with the company since its inception. Marcus received a bachelor's degree in business from West Texas A&M University. He has over 13 years experience working with clients in various business sectors. Before starting with Waypoint, Marcus was the program coordinator for the Panhandle Workforce Development Board. He encompassed both fiscal and administrative responsibilities in overseeing the internal controls and monitoring the overall implementation of the workforce programs. With Waypoint clients, his Credit Union focus remains accurate record keeping and sound internal controls.