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Beth  Richardson

Beth Richardson

Office Administrator - Executive Assistant and Benefits Service

Beth joined Waypoint Financial Partners, LLC., formerly Imbrey & Associates, in 2004. She brings many years of customer service experience to our firm and one of her greatest strengths is a desire to help us and our clients. Beth has learned a tremendous amount about our practice and it's workings since she came here and will go out of her way to obtain answers to any questions that arise if needed.

Additionally, Beth acts as office "team captain" by making sure things are running smoothly. She is our in house compliance person and makes sure we are all properly appointed and licensed in the many states in which we work.

Beth Richardson offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.