Joe Casselman

Joe is driven by a simple belief: the best financial outcomes are achieved through truthful education, bold thinking, and confident action. He joined the Waypoint Team in 2018 and brings over two decades of experience delivering financial education and helping clients realize results beyond what they thought possible.

Joe focuses on helping key employees and business owners reach their full financial potential, with a long-standing commitment to building meaningful, long-term relationships. His work has been especially impactful in the pharmacy community, where he has championed financial literacy and education across the country through hundreds of speaking engagements.

A graduate of the University of Texas at Austin, Joe is also a cancer survivor, an Eagle Scout, and a lifelong music enthusiast. Outside of work, he enjoys traveling the world and dreams of one day opening a bar in the Caribbean. Joe lives in Texas with his wife, Robin – a talented baker – and their son, Dylan. He currently serves as President of his son’s Elementary Dads Club and remains active in his community.