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
Customers have questions, you have answers. Display the most frequently asked questions, so everybody benefits.
David Plaisance
Customers have questions, you have answers. Display the most frequently asked questions, so everybody benefits.
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
Lauren Russell
Alex joined our team in 2021
Lauren Russell
Lauren Russell
Lauren joined our team as an intern from Clemson University.
Brad Stimson
Brad joined our team as an internal agent working with referral pharmacies.
Brenna Neumann
Customers have questions, you have answers. Display the most frequently asked questions, so everybody benefits.
Diana Courtney
If customers can’t find it, it doesn’t exist. Clearly list and describe the services you offer. Also, be sure to showcase a premium service.
Reece West
Having a big sale, on-site celebrity, or other event? Be sure to announce it so everybody knows and gets excited about it.
Cody Amos
Travis LePage
Having a big sale, on-site celebrity, or other event? Be sure to announce it so everybody knows and gets excited about it.
Travis LePage
Travis LePage
Travis LePage
Having a big sale, on-site celebrity, or other event? Be sure to announce it so everybody knows and gets excited about it.
Scott Amos
Travis LePage
Scott Amos
Having a big sale, on-site celebrity, or other event? Be sure to announce it so everybody knows and gets excited about it.