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 Solutions 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
Client Relations Manager
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
Solutions 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
