As a husband-and-wife team, we understand the importance of protecting what matters most. Like many families, we've experienced firsthand the challenges of balancing today's priorities with tomorrow's goals. Those experiences fuel our passion for helping others build strategies designed to protect their families, create financial confidence, and prepare for the future.

Before entering the financial services industry, Nicole spent years serving as a payroll Client Advocate, helping clients navigate complex payroll and workplace challenges. As a trusted point of contact, she worked closely with businesses to solve problems, advocate on their behalf, and ensure they felt supported throughout the process. Through those experiences, she developed a passion for building relationships, simplifying complex situations, and helping people find solutions that meet their needs.

Reilly built his career in construction and real estate, where he developed a deep appreciation for hard work, long-term planning, and helping people invest in their futures. He continues to serve clients as a licensed real estate agent alongside his mother, helping individuals and families navigate one of life's most important financial decisions—homeownership.

Together, these experiences shaped our passion for helping people make informed decisions and plan confidently for the future.

We founded Waypoint Alliance to provide education, guidance, and personalized solutions tailored to each client's unique situation. We believe every family deserves access to clear information and thoughtful planning, regardless of where they are in their financial journey. Whether you're preparing for retirement, protecting your family, or exploring new opportunities, we're committed to helping you move forward with confidence.

When we're not serving clients, we enjoy spending time with our 3 boys, taking care of our farm animals, and making the most of the Idaho outdoors.