We’re here to help you on your financial journey
Meet our team
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Bill Aquila, CFP®
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Lukasz Thieme, CFA, CFP®, ChSNC®
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Heather Tormey
Our Team
FOUNDER
Bill Aquila, CFP®
Bill Aquila, CFP® is a fee-only financial planner and the founder of Waypoint Financial, where he helps individuals and families around the country become comfortable with their financial lives. Tired of the conventional investment-focused model, Bill founded Waypoint to provide highly personal and comprehensive financial planning advice. His collaborative and educational approach clarifies what is often a complex and intimidating subject, and he sees his role as helping people make well-informed decisions in their financial life, and providing them with greater financial independence, peace of mind, and security.
Bill graduated from the University of Virginia in 1998, and earned his CERTIFIED FINANCIAL PLANNER™ designation in 2013. He sat on the Board of Directors for the Network of Victim Assistance (NOVA) and served as Treasurer for 5 years, and is also a regular supporter of the Sea Education Association, based out of Woods Hole, MA.
Bill lives in the heart of Bucks County in Dublin, Pennsylvania with his wife Katie, and their 3 children, Elise, Will, and Claire. He is fond of pretty much anything involving the outdoors, playing the piano, and sails any chance he can get however infrequent that may be.
Lukasz Thieme, CFA, CFP®, ChSNC®
Lukasz Thieme, CFA, CFP®, ChSNC® is a fee-only financial planner who strives to make complexity simple.
A student of investing and markets, Lukasz has seen all facets of the investment management industry during his time as a sell-side analyst, buy-side analyst, and mutual fund portfolio manager. His experiences reinforce his conviction that Waypoint’s straight-forward fiduciary approach is the right one – focusing on education, personalization, and de-mystifying seemingly complex topics.
While Lukasz advises a broad range of clients, having a child on the autism spectrum has made helping families caring for loved ones with special needs an especially meaningful part of his work. His ChSNC® designation complements his lived experience and investing background in helping build financial roadmaps that factor in the needs of the entire family.
Prior to Waypoint, Lukasz spent 15 years at Iridian Asset Management in Westport, CT, where he was a senior equity research analyst and portfolio manager of the First Eagle Fund of America mutual fund. Lukasz received his bachelor’s degree in economics from Columbia University in NY in 1998, and his MBA from Columbia University in 2007.
He lives in Weston, Connecticut with his wife Effie and their 4 children. His hobbies include music, reading, and hiking.
PARTNER
DIRECTOR OF CLIENT SERVICES
Heather Tormey
Heather loves working with people. Even better, she loves helping people get organized and guiding them through challenging situations. Top it off with over14 years of experience running a small business office, and you can understand why we are thrilled to have her as Bill’s right hand woman.
Heather lives in Newtown, PA, with her husband Dave, and her two sons, Chase and Dylan. She loves to travel, dabbles in photography, and has recently launched a “Cook the Cook Book” Club with her friends.