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Our Team

About Us

About Us

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Kyle Bateman

Partner/Wealth Manager

774-512-2015

508-342-7736

kyle@waypointwealthmgmt.net

Kyle began his career in wealth management and financial planning in 2015. Kyle is a graduate of Assumption College with a degree in Economics as well as Nichols College where he earned his MBA. He resides in Dudley, Massachusetts,...

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Jon Loranger

EVP, Compliance and Operations

Originally from Maine, Jon Loranger is a graduate of Northeastern University. He holds Series 7, 24, 53, 63, and 65 registrations. He oversees the compliance operations of the firm. This includes maintaining compliance manuals and...
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Cassandra Gonzalez, IACCP®

Compliance Officer

As Compliance Coordinator, Cassie plays a key role in the supervisory and operational aspects of the independent advisory firm. From advertising review to drafting policy and procedures manuals, to field audits, her attention to detail...
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Maggie Dumas

Director of Advisor Services

Maggie is a seasoned back office executive with almost 20 years of experience in financial operations and administrative management. Specializing in streamlining workflows she manages many of the firm’s SaaS vendors and advisor support...
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