OUr Team
Matt Coakley, CFP Professional
Matt Coakley, CFP Professional
Matt joined the team in 2008 as an advisor. He later became the Chief Compliance Officer and Chief Investment Officer of the wealth management division of the company. In 2017, he was elevated to CEO of The Waypoint Company and all its subsidiaries.
Ben Coakley, CFP Professional
Matt Coakley, CFP Professional
Ben is a seasoned advisor and business development leader with over two decades of experience in the financial services industry. He currently serves as the Director of Business Development at The Waypoint Company and The Pharmacy Insurance Group, where he specializes in providing tailored solutions to pharmacy professionals navigating the health care industry.
Joe Young
Picture and Bio coming soon
David Plaisance
Picture and Bio coming soon
Joe Casselman, CHFC
Joe Casselman, CHFC
Joe joined the team as an advisor in 2017 after a distinguished career serving pharmacists thru his company Pharmacist Financial. He was elevated to Director of Insurance in 2022 to help ensure our clients are protected to the best of their ability. He recently expanded his role to helping a Pharmacy Insurance Group agents increase their individual insurance sales.
Marsha Coakley
Joe Casselman, CHFC
Marsha joined the team in the early 80s when the company was called Richard E. Coakley and Associates. She has held multiple customer service roles over the years and has recently stepped into the role of Director of Client Recognition as of 2025.
Robert Smith
Robert Smith
Customers have questions, you have answers. Display the most frequently asked questions, so everybody benefits.
Raoul Sailer
Robert Smith
Customers have questions, you have answers. Display the most frequently asked questions, so everybody benefits.
Alex Bryant
Alex joined our team in 2021. He is the Director of Operations for the Pharmacy Insurance Group. He helps onboard new agents as well as help coordinate major events for the company.
Lauren Russell
Lauren is the Director of Service at the Pharmacy Insurance Group. In addition to doing this, she handles all licensing responsibilities for our new agents and coordinates all travel for our team and for agents attending any of our live and digital trainings.
Brad Stimson
Diana Courtney
Brad is the Director of Agent Development at the Pharmacy Insurance Group. He is passionate about helping agents achieve their maximum potential and create the life they want for themselves.
Diana Courtney
Diana Courtney
Diana Courtney joined the PlannedGivingRx team to help facilitate and market planned giving programs for small associations across America.