Two Professionals Join the WealthPoint Team
PHOENIX, January 21, 2022 – WealthPoint, LLC announced two operational hires to continue serving their affluent clientele and keep up with the accelerated growth of the firm. “We’ve had significant growth in our Insurance Advisory Practice over the last twenty-four months. To continue to add tremendous value to our clients, we needed to make the necessary investments in strategic positions and are excited about these key hires,” said WealthPoint’s Director of Operations, Savannah Wolach. “Sheree McGee provides tremendous underwriting expertise to the team with her background at the insurance carrier level. Christie Willis is a key hire in the Denver office and is responsible for overseeing the administration duties in that office.”
Sheree joins the team as a Client Ambassador on the Underwriting team. “I’m excited to join the team and work with such a great group of professionals,” said Sheree.
Christie joins the team as a Client Coordinator and will play a key role in supporting the Partners in the Denver office. “We are excited to have Christie join the team and help support our insurance cases,” said Partner, Ben Rainey.
About WealthPoint
WealthPoint is headquartered in Phoenix, Arizona with offices in Denver 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.
