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®
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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®
After a 25 year career on Wall Street, Lukasz decided to change tack and join Waypoint Financial as a fee-only financial planner. A student of investing and markets, Lukasz has seen all facets of the asset management industry during his time as a sell-side analyst, buy-side analyst, and mutual fund portfolio manager. His experiences have only served to increase his conviction that Waypoint’s straight-forward fiduciary approach is the right one – focusing on education, personalization, de-mystifying seemingly complex topics, and a steady hand on the rudder.
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 where he was part of the Value Investing Program. Lukasz has been a CFA® (Chartered Financial Analyst) charterholder since 2002.
He lives in Weston, Connecticut with his wife Effie, their 4 children and 3 dogs. 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.