About Us
Eric Kemna
Joe Casselman
Matt Coakley
Eric helps pharmacists navigate career pivots with a clear financial game plan. Blending practical pharmacy insight with disciplined financial planning, he guides clients from uncertainty to confident action—covering cash-flow, benefits, risk protection, and long-term investing.
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Matt Coakley
Joe Casselman
Matt Coakley
Matt serves as CEO and Chief Investment Officer at The Waypoint Company, ensuring every portfolio adheres to rigorous fiduciary standards for long-term success.
Joe Casselman
Joe Casselman
Joe Casselman
Joe serves as Director of Personal Insurance. He founded Pharmacist Financial with a simple mission: help pharmacists plan well. That mission still shapes everything we do.
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Raoul Sailer
Joe Casselman
Joe Casselman
As Client Service Director, Raoul is dedicated to making sure you get the support you deserve—before, during, and after your career transition.