The Waypoint Partners and Field Team have over 50 years of combined experience in the Credit Union industry. Barry and Greg’s combined continuing education exceeds 800 hours and includes topics such as Asset Liability Management (ALM), Specialized Lending, Bank Secrecy Act (BSA), Fraud Examination, Recordkeeping and Internal Controls, and Accounting Standards Updates.
Barrett T. Lynch
Senior Compliance Officer
Co-founder & CEO of Waypoint Advisory Services, Inc.
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 R. Schmidt, CPA (Retired)
Co-founder of Waypoint Advisory Services, Inc.
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
Partner & DFW Regional Supervisor
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 Quill VanBeckum, CPA
Partner & West Texas Regional Supervisor
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 Watters
Partner & Denver Regional Supervisor
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 Hawley
Partner, Senior Accounting Advisor, & Marketing Manager
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.
Lucas Pequeño
Senior Accounting Advisor
Lucas started in banking in 2009 as a branch teller. He continued in the industry as he worked toward completing his bachelor’s degree from Texas Tech University. He has worked in the accounting function at various credit unions in West Texas until he joined the Waypoint Team after serving as the controller of a mid-sized credit union. He was a 2018 Cornerstone Leadership Conference Crasher, 2019 CUNA GAC Crasher, and 2019 Catalyst Corporate Credit Union Young Professional. He resides in Lubbock, TX with his son, Samuel.
Kent David
Associate Auditor
Kent joined the Waypoint team in 2020. Kent is a proud Texas A&M graduate, and earned a bachelor’s degree in Finance. He started off his career in Commercial Lending and Ag Lending. He also operates a catering business and specializes in barbecue. When he is not auditing or catering, he volunteers much of his time with Kids Inc, the Tri State Fair and Exposition, and the Coors Cowboy Club. He and his wife Cyndi are the proud parents of two great kids, Claire and Will.
Jennifer Wright, CPA
Associate Auditor
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 McDaniel
Associate Auditor
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.
Paul “Ty” Tysinger
Associate Auditor
Ty has worked in the finance industry for over 10 years, with experiences in credit score consultation, coaching and repair planning, and guiding consumers towards purchasing a home. He also worked in a branch as a banker, worked with private clients as an investment manager after getting his series 6. Most recently, he worked as a mortgage underwriter and workers compensation auditor. His background in a variety of areas helps him understand a credit union from many angles, enabling him to provide unique insight in any situation. When he is not working, Ty enjoys snowboarding, golfing, gardening, cooking, home DIY projects, and spending hours of free time with his wife and dog.
Yaneli Hernandez
ACH/Associate Auditor
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.
Taylor Parton
Associate Auditor
Taylor Parton, a finance graduate from WTAMU, finds joy in both professional and personal pursuits. Taylor joined the Waypoint team in 2023. When he isn’t working, he enjoys exploring new places with his wife, spending time with friends and family, and engaging in outdoor activities like backpacking and hiking.
Denise Mendoza
Associate Auditor
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 Baer
Associate Auditor
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.
Kimberly Boydstun
Partner & Operations Controller
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.
Brandi Tidwell
Assistant Office Manager
Brandi assists the Waypoint team with scheduling visits, booking travel, delivering reports, and other critical tasks to ensure Waypoint continues to operate smoothly. Brandi and her husband are the proud parents of three beautiful girls.