Business Advisory Services
PARTNERS
Tim Young
Managing Partner
Tim@wealthpoint.net
(602) 559-5393
Tim’s love for family and friends, great wines and entertainment shows through with how he serves clients, teammates and the community on a daily basis
Peter Miterko
J.D., LL.M., CEPA
Partner
Peter@wealthpoint.net
(303) 500-3102
A master consensus builder, Peter enjoys a long track record of helping shareholders, boards and management teams resolve differences and move ahead in a cohesive direction
Frank Caputo
Partner
Frank@wealthpoint.net
(602) 899-6973
After building and monetizing several companies, Frank truly enjoys helping clients maximize the value of their business and be rewarded for their lifelong efforts
John Chionchio
CEPA
Partner
JohnC@wealthpoint.net
(602) 775-5692
Whether on the racetrack, the golf course or serving his clients, John’s analytical mind and focus on excellence and outcomes is what drives him
Joe Liggett
Partner
Joe@wealthpoint.net
(720) 669-3195
A native of Boulder, Colorado, Joe has led, grown and monetized multiple family-owned businesses with a passionate, personable and informal approach
OPERATIONAL SPECIALISTS
Michael Kenneth
CPA
President
MKenneth@wealthpoint.net
(602) 559-5395
With his calm nature and old soul, Michael (MK) has the analytical knowledge to explain and present complex, technical solutions in both a concise and comprehendible manner
Shelley Forman
CPA
VP of Finance
Shelley@wealthpoint.net
(602) 559-5389
When not crunching numbers as WealthPoint’s “Chief Numbers Officer,” you can find Shelley hiking, biking, traveling, or enjoying time with family and friends
Arnaldo Savoretti
CEPA
Senior Advisor
Arnaldo@wealthpoint.net
(602) 775-5679
With a background in accounting and passion for analytics, Arni supports the BAS team with his technical acumen on financial modeling, analysis and planning strategies
Caroline Diaz
Director of Client Relations
Caroline@wealthpoint.net
(602) 559-5390
A multi-tasking expert, Caroline thrives under pressure and is a dedicated sports mom whose kids think she’s the best Uber driver in town
Nico Luna
Senior Associate
Nico@wealthpoint.net
(602) 612-5557
A native Arizonan, Nico leverages his investment banking experience and technical engineering education to drive value for his clients and the community he calls home
