New Client Advisor
PHOENIX, June 10, 2019 – WealthPoint a leading provider of life insurance and business advisory services with a focus on succession, exit and wealth transfer planning to entrepreneurial family groups and affluent clients throughout the U.S., has hired Aidan Elliott, CFP® as a Client Advisor in their Denver office.
“Bringing Aidan aboard has allowed us to bring continuity to our Denver office while we broaden the reach of our services in the Rocky Mountain region,” said WealthPoint’s Managing Partner, Ryan Barradas, CLU®. “His background, experience, work ethic, intellectual curiosity and client first approach will be of tremendous value to the future of our presence in the marketplace. We are incredibly lucky to have him on board and feel he will be a wonderful compliment to Kevin McMahon, CLU®, ChFC®.”
Hailing from Dublin, Ireland, Aidan moved to Denver, CO in the Summer of 2013. He brings over five years of Wealth Management experience in the Denver market. He holds a Bachelor of Business Science degree in Business and Management from the National University of Ireland.
“Having met with Kevin McMahon, Ryan Barradas, and the rest of our talented team, I knew I had found my home”, said Aidan Elliott. “We are a collaborative force of talented, like-minded, creative individuals that espouse the same values. Each day we live our responsibility of keeping our clients’ needs and wants at the epicenter of everything we do. It fills me with pride to become the newest member of the WealthPoint family.”
WealthPoint is headquartered in Phoenix, AZ with offices in Denver, CO, San Diego, CA and Los Angles, CA. They specialize in providing a holistic approach to business and life insurance advisory services with a focus on succession, exit and wealth transfer planning. WealthPoint serves affluent family groups and entrepreneurs from closely held companies throughout the U.S. The company’s unique process, Know your story® helps their clients to achieve better business & personal outcomes faster, safer & easier. Additional information can be found at www.wealthpoint.net.