• Home
  • Our Solutions
    • WaypointRx
    • Association Benefits
    • Investment Management
    • Pharmacist Financial
    • Planned Giving Solutions
    • WayFinder Insurance
  • Our Team
  • Waypoint360
  • Podcast
  • More
    • Home
    • Our Solutions
      • WaypointRx
      • Association Benefits
      • Investment Management
      • Pharmacist Financial
      • Planned Giving Solutions
      • WayFinder Insurance
    • Our Team
    • Waypoint360
    • Podcast
  • Home
  • Our Solutions
    • WaypointRx
    • Association Benefits
    • Investment Management
    • Pharmacist Financial
    • Planned Giving Solutions
    • WayFinder Insurance
  • Our Team
  • Waypoint360
  • Podcast

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.

Contact Matt Today

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.

Contact Ben Today

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 Personal 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.

Contact Joe Today

Brandon Wilson

Joe Casselman, CHFC

Brandon joined the team in 2025 as the Director of Business Insurance.  Over the last 11 years, he has focused his practice on helping small business owners in an array of industries. Brandon is focused on addressing the issues that cause extensive harm or even kill community businesses.

Contact Brandon Today

Marsha Coakley

Marsha Coakley

Marsha Coakley

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.

Contact Marsha Today

Robert Smith

Marsha Coakley

Marsha Coakley

 Robert is a dedicated investment advisor with a passion for helping people build confident financial futures—especially young professionals, families in the agriculture industry, and individuals living and working in the Midlands of South Carolina.

With a grounded, approachable style, Robert specializes in long-term financial strategies designed to meet people where they are. Whether it’s starting an investment plan from scratch, navigating major life transitions, or preparing for retirement, Robert provides thoughtful guidance every step of the way.

His deep connection to the local community, combined with a strong understanding of the unique challenges faced by agricultural families and rural professionals, makes him a trusted resource for clients looking to invest with purpose and clarity.

Contact Robert Today

Raoul Sailer

Marsha Coakley

Raoul serves as the Director of Client Service at Waypoint Strategic Advisors, where he brings a calm, competent presence to every client relationship. He’s the steady hand guiding pharmacy owners, business leaders, and families through the ongoing process of implementing and maintaining their personalized financial plans.

With a background rooted in high-touch service and a heart for the details that matter most, Raoul ensures that no question goes unanswered and no step is overlooked. He works side-by-side with our advisors and planning teams to provide an exceptional experience—from the first onboarding call to the annual reviews and beyond.

Contact Raoul Today

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. 

Contact Alex Today

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. 

Contact Lauren Today

Brad Stimson

 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. 

Contact Brad Today

OUr Team

Diana Courtney

Curtis Verstaete

Curtis Verstaete

Diana Courtney joined the PlannedGivingRx team to help facilitate and market planned giving programs for small associations across America.


Contact Diana Today

Curtis Verstaete

Curtis Verstaete

Curtis Verstaete

Coming Soon

Ashley Bishop

Curtis Verstaete

Ashley Bishop

The Waypoint Company

10570 Dorchester Rd., Summerville, SC 29485

843.873.4420

Copyright © 2025 The Waypoint Company - All Rights Reserved.

Powered by

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept