WHO WE SERVE
We help families and business owners uncomplicate complex planning with a specialization in high net-worth strategies. There are typically two triggers that cause someone to look for help to manage growing complexity -- a desire to organize business and life transitions, and/or a growing tax bill. No matter where we start, during this relationship, our job is to help our clients define who and what you are becoming. We are not here to tell you “what” to do, but help you establish your own guideposts and present opportunities in legal, tax, and administrative matters that promote you and your family’s values.
We help families overcome fragmentation through collaboration. In our view, high net-worth families often have a collection of siloed advisors working independently on a portion of the family wealth. When was the last time your advisors collaborated? How does your financial team work together? Have they ever met each other? Do you think you are getting the best advice?
High Income Earners
Many people come to us as high-income earners who need to catch-up on retirement in order to close the gap in their remaining high-accumulation years. Others are running out of tax-efficient savings options or ways to employ their resources through traditional methods.
In both scenarios, high-income earners need focused strategies to enhance and preserve wealth without a dramatic loss through taxation.
We see your business activities and business structures as just as important, or more important, than your net revenue and liquidity—like the goose and the eggs. Your cumulative passive balance is just part of the picture.
Business owner planning is meant to give context to how business and personal worlds overlap, to be panoramic and connect business and personal in a more meaningful and efficient way. Solutions come after context, and curiosity before prescriptions.
Steve Wingard is a graduate of West Point and has been a financial services professional for more than 20 years. Steve enjoys simplifying the process through problem-solving for intangibles and is passionate about helping clients to achieve their goals. In working with clients, Steve values excellence, service, respect, and connection.
Steve’s career spans 20 years, with a comprehensive background in the financial planning and consulting industry. Working primarily with business owners, he is well-versed in assisting clients with the design and implementation of effective solutions in the insurance and investment arena, as well as executive benefits, risk management, estate planning and wealth transfer strategies. Steve’s diverse background enables him to provide clarity and perspective to the process, and he works diligently to build meaningful relationships based upon trust and mutual respect.
Steve and his wife Stacy are proud parents of 11-year-old twins. Steve has served on various boards, most recently as Board Chair for the Fulton School from 2015-2016, and Past Chair from 2017-2018. He served as CubMaster in 2019 for Pack 386 in Heath, TX. Steve's son Zach graduated out of Cub Scouts earning his Arrow of Light and is now in Scout Troop 690 in Rockwall. Steve has volunteered for over 20 years in the Children's Ministry of the DFW Church.
United States Military Academy at West Point
Investment Advisor Representative of Lion Street Advisors, LLC FINRA Series 7 (General Securities Representative Examination) FINRA Series 6 (Investment Company and Variable Contracts Representative Examination) FINRA Series 63 (Uniform Securities Agent State Law Examination) Group 1 Life and Health License Registered Representative of Lion Street Financial, LLC.
Peter Kane is a Personal CFO for Wayfinder Wealth. He works with clients to "clean their financial garage". Where others can be overwhelmed with the details, Peter loves them like a gearhead loves tinkering with cars. He supports Wayfinder Wealth by helping build personal financial plans and operational analysis and consults with client enterprises. In working with clients, Peter values connection, integrity, and achievement.
Peter spent a decade working with non-profits, in development and fundraising roles as well as CFO roles. Since then, he turned his analytical and strategic thinking skills from a one-organization focus to multi-organization focus, helping many families with their personal financial enterprise.
Peter and his wife Jess are proud parents of four children, and are actively involved at St. Francis Montessori School in Irving. They spend most of their time engaged in forming their children into good stewards of what they've been given, and are also involved in church and school events, soccer, and rugby.
University of Dallas, Summa Cum Laude, Phi Beta Kappa
University of Texas at Tyler, M.B.A.
Investment Advisor Representative of Csenge Advisory Group, M.B.A., Certified Value Builder, Insurance Licensed - General Lines, FINRA Series 7 , Series 66
Tony Pampel is a Game Changer at Wayfinder Wealth! He helps clients connect to their most meaningful life goals, and then take intentional action to remove financial obstacles and attain desired outcomes. He is excited to be more than simply a financial advisor--Tony serves as a true guide and partner as he works with clients to fulfill dreams.
Tony has served in the financial services industry since 2006, serving in roles that have ranged from detailed financial analysis and individual planning to practice management consulting, business consulting and running a large financial planning department. His deeply-technical roles across the insurance, investment and financial planning verticals have provided a deep well of strategies to pull from in the pursuit of helping clients live their best life.
Tony and his wife, Maude, are constantly trying to keep up with their teenage daughter and their four-year-old son. Tony is also the President of the Samuel Allen Pampel Foundation, a 501(c)3 charitable organization that supports children with pediatric cancer and their families through funding organizations that not only foster these families but also advance treatment, research, and grants.
Rhodes College, B.A. International Business
University of Texas at Dallas, M.B.A. with a concentration in Entrepreneurial Finance
CERTIFIED FINANCIAL PLANNER™, Investment Advisor Representative Csenge Advisory Group and Lion Street Advisors, M.B.A., Certified Private Wealth Advisor®, Certified Value Growth Consultant™, Certified Fund Specialist®, Certification for Long Term Care
Marni Andreason is our Client Relations Manager for Wayfinder Wealth. She is passionate about both serving our clients and helping our team to provide the most exceptional client experience. Marni will carefully prepare applications, forms, handle money movement and accounts specific requests. Her extensive customer service background, hands-on knowledge and understanding of our clients’ unique needs help ensure that our team is effectively poised to deliver the highest level of service for our clients.
Marni joined our team in 2021, after a successful 20+ years of owning and operating a boutique retail store in the neighborhood of Lakewood in Dallas. Marni was a business owner--she understands the complexities that our clients face every day. She brings energy and organization to every conversation.
Marni, originally from Chicago, has made Dallas her second hometown. She and her husband, Brandon, live in Lake Highlands with their two sons. In her free time, she volunteers at her children’s school, serving as Treasurer of the Parent Faculty Club. On evenings and weekends, you’re likely to find Marni shuttling and cheering on her active children at their practices and games or enjoying the great outdoors with friends and family.