Our Firm

Waypoint Financial Partners, LLC offers a diversified set of expertise and educational experience to meet client needs in the areas of retirement planning, estate planning strategies, and business planning.  We strive to make doing business with us an educational process for you.

WAYPOINT OF CLEVELAND TEAM MEMBERS

Kevin C. Moore, CLU, RICP, AEP is the veteran leader of the firm.  He provides experience in the arena of estate planning strategies.  Kevin built his career helping baby boomers plan for the future and now advises professionals, executives, and laborers making the transition from the workplace to retirement.

Matthew Wiseman serves professionals and executives with financial protection and wealth accumulation strategies.  He is a graduate of the University of Tennessee Knoxville.  Matt joined AXA in 2008 and is engaged in the planning and strategic implementation plans for all of our clients.  He is the succession partner for the Cleveland operation.

Gabe Gamble serves as our Business Manager, case design specialist, and client service coordinator.  He has a business degree from the University of Georgia and worked for five years as a Financial Consultant with AXA Advisors before assuming his current role.  Gabe's role to our client is invaluable as liason to our service centers.

Dina Dell is our Client Relationship Manager.  She joins our team after a successful career in manufacturing administration.  Dina's role is to assure our clients are getting the attention and service they need to stay informed and engaged with our Financial Professionals.  She brings the fund to a Waypoint client experience.

Chase Henderson is our Marketing Coordinator.  He is currently a Business Major at the University of Tennessee, Chattanooga. Chase is responsible for client contacts and administration services.  He is actively involved in all marketing efforts and event planning.