Joe Casselman, ChFC

Joe is the newest member of the Waypoint team – joining us in January of 2018.  Joe is a music enthusiast, enjoys traveling the world and wants to, one day, open a bar in the Caribbean. He is a big fan of Texas BBQ, a volunteer, a novice singer/songwriter, and father to an amazing three year old son named Dylan. Joe also enjoys doing public speaking events about various financial topics and developing informational podcasts for Waypoint’s Income Outcomes show.

After graduating from the University of Texas in Austin, Joe spent years advocating for increased financial literacy and providing financial education to the pharmacy community. He is focused on achieving maximum financial potential for families and small business owners and does so by developing meaningful long-term client relationships.