Staff

Barry is a twelve-year veteran of the National Credit Union Administration (NCUA) and is the co-founder and CEO of Waypoint. Barry attended West Texas A&M University where he received a bachelor’s degree in business administration with an emphasis in Finance, followed by a master’s degree in business administration from Texas Tech University.  He and his wife Judy have been married for over twenty years and have one son, Thomas.

Early in Barry’s career with NCUA, he uncovered several high priority fraud cases which catapulted him into his specialty designation within the agency as a Recordkeeping and Internal Controls (RIC) Specialist.  As a result, he received many rewards and acknowledgements.  Most significantly, he was awarded the NCUA’s Examiner of the Year designation for Region 4 three different times.  Since that time, Barry and the Waypoint team have been involved in over 20 fraud cases throughout the United States, even testifying as expert witnesses for the U.S. Attorney’s office on several occasions.

Since March, of 2014, Barry has spent the better part of his time focusing on and serving as interim CEO for a number of credit unions.

Greg is a 1989 graduate of Texas Tech University, and holds a degree in Accounting and Finance.  He is also a Certified Public Accountant as well as a Certified Fraud Examiner.  Greg started his own accounting firm in 1996, specializing in tax and business consulting.  In 1999, Greg began working with credit unions performing internal control testing and providing audit services.  Greg enjoys running, and spending time with his wife Shelly. He recently retired from Waypoint, but continues to be a valuable asset to the Waypoint team.

Brandon McDaniel worked as a credit union examiner for the Texas Credit Union Department (TCUD) for nearly 10 years.  After leaving the agency, he spent some time as an internal auditor at EECU in Fort Worth.  His experience and skill set make him the perfect lead on any state-chartered credit union audits, as well as the team’a go-to guy for state-specific compliance issues.  Brandon received his bachelor’s degree in finance from the University of North Texas in 2002. He resides in the DFW area with his wife and three children.

Lauren moved to Amarillo after completing her B.S. in Chemical Engineering at The University of Toledo. While working as an engineer at Proctor & Gamble, she completed her MBA at West Texas A&M University in Canyon, TX. After ten years in the engineering field, she made the decision to join the Waypoint family. Lauren is a licensed CPA, and is the architect of Waypoint’s CECL model. She and her husband Sam live in Amarillo, TX and enjoy golfing (whenever it’s not too windy!)

Wayne is a graduate of UT El Paso and a former credit union CEO. He began his career in financial services in 1997 and made the jump to credit unions in 1998. Most recently, Wayne served Austin based Travis County CU as their CEO from 2011 to 2019 before making the move to Waypoint. His excellence has been demonstrated in compliance, improving internal processes and controls, leadership development, and member engagement. Wayne now adds his expertise to Waypoint’s lineup of qualified staff. His insight will complement your credit union’s strength through each of his audits from BSA to Reg Z and everything in between.

Cale is a graduate of West Texas A & M University and holds a Bachelor of Science degree in Biology. Cale has over 17 years of experience in sales and marketing, including pharmaceuticals, medical equipment, pharmacy services, and consulting. Cale’s marketing roles over the years have included sales, marketing, advertising, public relations and entrepreneurship. Cale’s expertise includes marketing plan development and implementation, lead generation, and client relationship management and pipeline development. Cale also manages Waypoint’s promotional items company, and enjoys helping our credit unions find quality items for their members. You may catch Cale and his wife Jessica at sporting events on the weekends, as they have four very active kids.

Kimberly is the cornerstone of Waypoint, seamlessly blending her expertise as a former real estate agent with her role in overseeing operations. Her commitment to client happiness is evident in her meticulous management style and personalized interactions. Beyond the professional realm, Kimberly finds joy in family, spending quality time with her three sons and their families. She brings this same sense of unity to Waypoint, fostering a workplace where every detail is thoughtfully managed and each client is treated with the utmost care. Kimberly’s multifaceted approach and genuine dedication make her an invaluable asset to the heart of Waypoint.

Jennifer hails from Waco, TX but cheers on the Aggies, as she graduated from Texas A&M with a degree in accounting. She specializes in Internal Controls testing and Bank Secrecy Act Reviews. In her free time, she enjoys playing tennis and keeping up with her two sets of twins.

Trenton is a recent graduate of Oklahoma State University and earned a bachelor’s degree in accounting with a minor in economics. Trenton joined Waypoint in 2022 and is the second employee in our fast-growing Dallas-Fort Worth market. He is eager to join and learn everything about the credit union industry. While he is not working, Trenton enjoys watching football and European soccer.

Yaneli is a credit union industry professional with three years of experience under her belt. She began her career as a Member Service Representative and quickly advanced to other departments, gaining valuable knowledge and expertise along the way. She is passionate about the credit union movement and is committed to building meaningful relationships. Yaneli holds a Bachelor of Business Administration in Finance from West Texas A&M University. In her free time, she enjoys spending quality time with her family and exploring new destinations through travel.

Denise holds a Bachelor of Science degree in Accounting from West Texas A&M. She started her career in the accounting department at a community bank in Amarillo, where she learned critical skills such as daily corporate cash balancing, completing general ledger reconciliations, and filing of regulatory reports. She then transitioned to the accounting department at a credit union, then finally to Waypoint Advisory Services. Denise specializes in researching out of balance conditions in general ledger accounts, and also holds the designation of Certified Credit Union Financial Counselor. In her spare time, she and her husband enjoy traveling.

Bret obtained his degree in Mathematics, from West Texas A&M University in Canyon, TX. He started his professional career at The First National Bank of Amarillo as a commercial credit analyst. Throughout the years he has worked in lending, mortgage lending, the tile/escrow industry and more recently real estate investing. He has extensive experience in lending, loan review and building relationships with people. Bret and his wife Alexis enjoy travelling and raising their five wonderful children, Jewel, Ayla, Jackson, Addison and Claire.

Bailey recently graduated with a Bachelor of Arts and Science from Wayland Baptist University. Bailey grew up near Lubbock, TX where she was second in her class, served as student council president, and was a member of the National Honor Society. Jones earned all-region honors in softball and also played basketball and ran cross country. Bailey continued her softball career at Dodge City Community College (Kan.), Central Community College (Neb.), and Wayland Baptist University.

Austin recently graduated from West Texas A&M University with a master’s degree in finance. Prior to graduating, he worked as a teller at a local credit union where he assisted members with daily transactions, delivered personalized service, and developed strong communication skills while learning credit union operations. Additionally, he completed a summer internship at Hodges Capital Management, supporting the analysis team with market research, investment evaluation, and financial reporting. In his free time, Austin enjoys spending time outdoors, and volunteering.

Romie Rubio recently graduated from West Texas A&M University, where she is double majored in Accounting and Finance. She served as President of the Women in Business Association, a College of Business Ambassador, and was recognized as the Junior Scholar of the Year in the Rogers LEAD WT, a competitive leadership development program. She was also a proud Ronald E. McNair Scholar, conducting research focused on nonprofit organizations and the inspiring stories of the leaders behind them and their impact on the community. Her passion for service has been shaped through her involvement in multiple organizations, including planning and hosting a successful fundraiser for The PARC, a nonprofit serving individuals experiencing homelessness in the Amarillo area. Romie is excited to pursue her long-term goal of supporting underserved communities through financial education by advising credit unions. In her free time, she enjoys going on walks, swimming, and spending quality time with her family.