The WealthPoint Team is Growing
PHOENIX, November 16, 2021 – WealthPoint, LLC announced a few key operational hires to continue serving their affluent clientele and keep up with the accelerated growth of the firm. “Over the past few years, 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 Roxanne Alexander, Andrew Berman and John Angelone, Jr., we have filled some missing roles in our case design team and administrative responsibilities.”
Roxanne Alexander joins the team as an Executive Assistant for the firm’s Managing Partner, Ryan Barradas. “I’m excited to join WealthPoint and work with Ryan and the team,” said Roxanne.
Andrew Berman joins the team as a Solutions Analyst and will play a key role on the case design team. “Andrew brings tremendous experience and technical expertise to our Solutions team. His prior insurance product knowledge and actuary skillset is unrivaled,” said WealthPoint’s Director of Solutions, Michael Kenneth.
John Angelone, Jr. also joins the team in the Solutions department as the Policy Review Analyst. “I’m looking forward to expanding my knowledge base as it relates to life insurance and helping build out an automated solutions for our annual policy reviews,” said John Angelone, Jr. “WealthPoint’s technical team is second to none and I’m eager to contribute to the firm’s success.”
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.