At Waypoint Wealth Management, we believe that planning is personal. With our main office in Bozeman, MT, and experience working with clients all over the country, we are striving to help build financial stability in our communities using industry leading insurance products and investment solutions. Our extended network of specialists helps provide the thorough financial planning assistance our clients desire. By meeting with one individual, one family, and one business owner at a time, we believe that we can help lift our communities and we can all live our best, purposeful lives. Please continue exploring our site to learn how we can help you.
Rob is a 4th generation Montanan who returned home to Montana after his military service. He loves to fly fish, go camping with his family, and pretend he knows how to wind surf. He graduated in 1994 from Norwich University where he studied Russian and International Studies and was also a member of the university's rugby team. He holds an MA from Chapman University. Rob currently lives in Belgrade with his wife and two small children, their dog Bailey, and their cat Buster. Rob joined Northwestern Mutual in 2019 and merged his practice with Waypoint Wealth Management in 2021. He holds a Montana Life & Health Insurance License as well as his Series 7, 63 & SIE Investment registrations. His mission is to help ensure our clients identify and achieve their financial goals.
Director of Investment Operations and Services
Carolyn has called Montana home since 2002 and is a 6th generation Montanan. She loves everything that Montana has to offer, especially the summers. She graduated in 2015 from Arizona State University with a Bachelor of Science in Technological Entrepreneurship and Management. She lives in Belgrade with her Black Lab/Beagle cross, Bud, and her horses, Shorty and Jax. Carolyn enjoys hiking with Bud, riding her horses, spending time at her family cabin, camping, photography, and being with friends and family. Carolyn joined Waypoint Wealth Management in 2017. She holds a Montana Life & Health Insurance License as well as her Series 6 & 63 Investment registrations. She is always working to ensure our clients' experiences with Waypoint Wealth Management are the very best.
Megan has been with Northwestern Mutual since 2018 and was thrilled to join the Waypoint Wealth Management team at the beginning of 2020. She graduated in 2009 with a B.A. in Intercultural Studies and also holds a Montana Life & Health Insurance License. She brings a desire to see individuals and families meet their financial goals while also being prepared for life’s uncertainties. Megan was born and raised on the West Coast, where she and her husband met while in college. Her family moved to Bozeman in 2016 and it has truly been the best place to raise their three kids and establish a community. Megan loves camping, hiking, running, and exploring the beauty found in Montana. Outside of work, her days are full with kid's activities - competitive cheer, baseball, and soccer are her kid's sports of choice. Megan's family enjoys fostering animals as volunteers with Heart of the Valley Animal Shelter and they have their own house full of animals as well.
Financial Planning Analyst and Investment Specialist
Nick is a lifelong Montanan and grew up on his family farm in the Missouri Breaks of northcentral Montana. He moved to Bozeman to attend Montana State University and in 2004 graduated with a Bachelor of Science degree in Finance. Nick is an avid pursuer of numerous outdoor activities, with a special passion for trail running and participating in ultramarathons. In his free time, he can be found adventuring with friends and family somewhere deep in the mountains of this beautiful state we call home. Nick joined Waypoint Wealth Management in 2021 and holds a Montana Life & Health Insurance License as well as his Series 7, 63 & SIE Investment registrations. He is honored to be part of a dedicated team who work tirelessly to help clients achieve their financial goals. He strives to serve the clients of Waypoint Wealth Management with the highest level of service possible.
Aly joined our team in 2022 and provides clients with exceptional customer service that makes them feel as though they are part of the Waypoint Wealth Management family. She is thrilled to be part of a team that is committed to putting clients first. Aly grew up in northern Nevada and moved to Montana in 2014. She graduated from Utah State University where she studied Agricultural Education and Agribusiness Management. She holds a Montana Life & Health Insurance License as well as her Series 7, 63 & SIE Investment registrations. Aly calls Three Forks home with her husband and two dogs, Riley and Mocha. They are passionate adventurers and love snowboarding, backpacking, and exploring the mountains of Montana.
Skye grew up in Northwestern Wyoming. She became a Montana resident in 2023 and joined our team at the beginning of 2024. Skye fell in love with Montana a few years ago and decided to make the move after meeting her fiancé. She moved here with her two sons, Asher and Zaiyde. Skye enjoys making a difference in people’s lives and ensuring a positive experience for all our clients. Her time is spent studying interior design, exploring the Gallatin Valley, floating the rivers, and visiting hot springs with her family. Their family cat and dog, Azi and Banquet, are also important members of their household.
We believe that communities prosper when we all get involved. Whether it's giving of your time or finances, many hands make for light work.
We are proud sponsors of Bunker Labs Bozeman chapter. Bunker Labs is a non-profit organization that helps veterans and their families realize their entrepreneurial dreams. Alongside monetary donations, our team has also supported Bunker Labs by hosting events.
We are honored to support local non-profits such as Cancer Support Community Montana, Bozeman Health Foundation, Casting for Recovery, Heroes & Horses, Thrive, Warriors & Quiet Waters, and Haven. Each member of our team commits at least one hour per week volunteering with a local service-oriented organization and we’re proud to be involved with these groups that do so much for our community.
In the past, Zach has served on the board of Thrive, coached junior flag football, and volunteered his time with Big Brothers Big Sisters of Gallatin Valley.