OUr Team

---

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 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 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.

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.

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 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.

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.

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