Business Advisory Services
PARTNERS
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
Tim Young
Managing Partner
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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
Peter Miterko
J.D., LL.M., CEPA
Partner
After building and monetizing several companies, Frank truly enjoys helping clients maximize the value of their business and be rewarded for their lifelong efforts
Frank Caputo
CEPA
Partner
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
John Chionchio
CEPA
Partner
A native of Boulder, Colorado, Joe has led, grown and monetized multiple family-owned businesses with a passionate, personable and informal approach
Joe Liggett
Partner
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Jeff utilizes his decades of experience in law, operations and private equity, scaling and successfully exiting businesses, to achieve his clients strategic objectives and dreams.
Jeff Mayhall
J.D.
Partner
OPERATIONAL SPECIALISTS
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
Michael Kenneth
CPA
President
When not crunching numbers as WealthPoint’s “Chief Numbers Officer,” you can find Shelley hiking, biking, traveling, or enjoying time with family and friends
Shelley Forman
CPA
VP of Finance
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
Arnaldo Savoretti
CEPA
Senior Solutions Advisor
a
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
Caroline Diaz
Client Relations Manager
a
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
Nico Luna
Solutions Associate
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