Key Professionals Join the WealthPoint Team
PHOENIX, May 1, 2021 – WealthPoint, LLC announced several key operational hires to continue serving their affluent clientele and keep up with the accelerated growth of the firm. “Over the last year and a half, we have experienced tremendous growth in our Insurance Advisory Services and Business Advisory Services practices. To continue to add tremendous value to our clients, we made the necessary investments in strategic positions and are excited about these key hires,” said WealthPoint’s Director of Operations, Savannah Wolach. “By bringing on Kami Sieben, Donnie Gallardo, Garrett Tracht and Kristin Teaff, we have expanded our knowledge base in the case design and underwriting areas which will serve us well as we continue to grow our business.”
Kami Sieben joins the team as a Client Ambassador and will serve as an underwriter for the firm’s Insurance Partners. “I’m excited to join the team and work with a company that aligns to my core values,” said Kami.
Donnie Gallardo joins the team as a Solutions Analyst and will play a key role on the case design team. “Donnie brings tremendous experience to our Solutions team and her vast insurance product knowledge is unrivaled,” said WealthPoint’s Director of Solutions, Michael Kenneth.
Garrett Tracht also joins the team in the Solutions department as the QLS Solutions Analyst. “I’m looking forward to expanding my knowledge base as it relates to the Qualified Leverage Strategy,” said Garrett Tracht. “WealthPoint’s technical team is second to none and I’m anxious to contribute to the firm’s success.”
Lastly, Kristin Teaff will serve as the firm’s QLS Communications Manager. “WealthPoint’s core values and vision for the future completely aligns with my core beliefs,” said Kristin Teaff. “I’m looking forward to joining a firm that has the team and processes in place to make a difference in our client’s lives.”
About WealthPoint
WealthPoint is headquartered in Phoenix, Arizona with offices in Denver, San Diego, and Los Angeles. 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 Know your story® Unique Process helps their clients to achieve better business and navigates the issues client’s face surrounding complexity, uncertainty and collaboration. Additional information can be found at www.wealthpoint.net.
