WAYPOINT FINANCIAL - Key Persons
Job Titles:
- Financial Planning Assistant
Antony Garcia is a Financial Planning Assistant. He supports the group by preparing financial plans and other specialized analyses and reports for our clients. Antony also works directly with clients to help gather client information and assists with setting up and maintaining the client's personal financial profile.
Job Titles:
- Director of Client Service and Operations
After 20-years of working at Bank-Owned brokerage firms, Jen is thrilled to be joining Ty and his team as the Director of Client Service and Operations. Jen is responsible for the supervision of staff, high-level problem solving, and day-to-day management of firm operations.
As a Client Service Associate, Savannah is often the friendly first voice you hear when calling Waypoint Financial Advisors. Her responsibilities include opening and maintaining accounts, facilitating transactions, and helping clients with requests and questions. She also provides general administrative support for the team.