Ryan F. Barradas, Managing Partner
ryan@wealthpointllc.net
Michael Olson, CLU, ChFC, CFP, MSFS, AEP, Partner
mike@wealthpointllc.net
Tim Young, CExP, Partner
tim@wealthpointllc.net
Paul Harding, CExP, Partner
paul@wealthpointllc.net
Shelley Forman, CPA, Director of Operations
shelley@wealthpointllc.net
Nick Stefaniak, CPA, Director of Business and Tax
nick@wealthpointllc.net
Drew Velasquez, Director of Case Design
drew@wealthpointllc.net
Valerie Juhl, Director of Client Services
Valerie@wealthpointllc.net
Savannah Wolach, Director of New Business
savannah@wealthpointllc.net
Leslie McDonnell, Client Coordinator
leslie@wealthpointllc.net
Securities and Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. Insurance products offered through Grenert Financial Group, LLC, a member firm of M Financial Group. Wealthpoint, LLC and Grenert Financial Group, LLC are independently owned and operated.
Wealthpoint, LLC and its agents are presently licensed to sell traditional life insurance in AZ,CA,CO,MI,MO,NM,NY,OH,OR,IL,WA. Insurance services are limited to residents of the above listed states. Information relating to securities is intended for use by individuals residing in AZ, CA, CO, NM, and NY only. This site is not intended as an offer to sell securities, which may be done only after proper delivery of a prospectus and a client suitability review.