Leadership
Ryan F. Barradas
CLU®
Managing Partner
Tim Young
Managing Partner
Michael Kenneth
CPA
President
Savannah Wolach
Managing Director
Shelley Forman
CPA
Director of Accounting & Finance
Kim Boston
Director of Insurance Solutions
Kami Sieben
Director of Underwriting
Michael Kenneth
CPA
President
Savannah Wolach
Managing Director
Shelley Forman
CPA
Director of Accounting & Finance
Kim Boston
Director of Insurance Solutions
Kami Sieben
Director of Underwriting
Want to join our team?
Securities offered through Kestra Investment Services, Member FINRA/SIPC (Kestra IS). Investment advisory services may be offered through Kestra Advisory Services (Kestra AS), an affiliate of Kestra IS. WealthPoint, LLC is a member firm of PartnersFinancial. Kestra IS and Kestra AS are not affiliated with WealthPoint, LLC or PartnersFinancial. Not all products and services referenced on this site are available in every state or through every representative listed. For additional information please contact Kestra IS compliance at 737-443-2483. Kestra IS and Kestra AS are not Certified Public Accounting firms. Investor Disclosure Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck. Social Media Disclosure link here. WealthPoint, LLC is independently owned and operated. WealthPoint, LLC and its agents are presently licensed to sell traditional life insurance in AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, ME, MD, MA, MI, MN, MS, MO, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WV, WI, and WY. Insurance services are limited to residents of the above listed states. Information relating to securities is intended for use by individuals residing in AL, AK, AZ, AR, CA, CO, DE, DC, FL, GA, ID, IL, IN, KS, ME, MD, MA, MI, MN, MS, MO, NE, NV, NJ, NM, NY, NC, OH, OK, PA, SC, SD, TX, UT, VA, WA, WV, WI, and WY. Life insurance services are provided through WealthPoint, LLC DBA WealthPoint Insurance Solutions, CA Insurance License #0N03255. This site is not intended as an offer to sell securities, which may be done only after proper delivery of a prospectus and a client suitability review. The following trademarks are owned by WealthPoint, LLC; WealthPoint®, Know your story.®, Still Wisdom™, Instinct Verification™, The Pulse of Progress™, IV™, Singular Story™.
© 2021 WealthPoint.
Insurance Advisory Services
PARTNERS AND CLIENT ADVISORS
Ryan F. Barradas
CLU®
Managing Partner
Michael Olson
CLU®, ChFC®, CFP®, MSFS
Partner
Ben Rainey
Partner
Frank Hirsch
J.D.
Partner
Mark Winter
CLU®, ChFC®, AEP®
Partner
Vince Brunoforte
Partner
Tom O’Brien
ChFC®
Partner
Kevin M. McMahon
CLU®, ChFC®
Partner Emeritus
Shannon Goldsmith
Client Advisor
OPERATIONAL SPECIALISTS
Michael Kenneth
CPA
President
Savannah Wolach
Managing Director
Shelley Forman
CPA
Director of Accounting & Finance
Kim Boston
Director of Insurance Solutions
Kami Sieben
Director of Underwriting
Amanda Connell
Client Ambassador
Kristin Teaff
Communications Manager
Donnie Gallardo
Solutions Analyst
John Angelone, Jr
Solutions Analyst
Sheree McGee
Client Ambassador
Christie Willis
Client Coordinator
Phil Martin
Client Services Specialist
Vince W. Dean
MBA
Solutions Analyst
Laura Stoddard
Executive Assistant
Want to join our team?
Securities offered through Kestra Investment Services, Member FINRA/SIPC (Kestra IS). Investment advisory services may be offered through Kestra Advisory Services (Kestra AS), an affiliate of Kestra IS. WealthPoint, LLC is a member firm of PartnersFinancial. Kestra IS and Kestra AS are not affiliated with WealthPoint, LLC or PartnersFinancial. Not all products and services referenced on this site are available in every state or through every representative listed. For additional information please contact Kestra IS compliance at 737-443-2483. Kestra IS and Kestra AS are not Certified Public Accounting firms. Investor Disclosure Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck. Social Media Disclosure link here. WealthPoint, LLC is independently owned and operated. WealthPoint, LLC and its agents are presently licensed to sell traditional life insurance in AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, ME, MD, MA, MI, MN, MS, MO, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WV, WI, and WY. Insurance services are limited to residents of the above listed states. Information relating to securities is intended for use by individuals residing in AL, AK, AZ, AR, CA, CO, DE, DC, FL, GA, ID, IL, IN, KS, ME, MD, MA, MI, MN, MS, MO, NE, NV, NJ, NM, NY, NC, OH, OK, PA, SC, SD, TX, UT, VA, WA, WV, WI, and WY. Life insurance services are provided through WealthPoint, LLC DBA WealthPoint Insurance Solutions, CA Insurance License #0N03255. This site is not intended as an offer to sell securities, which may be done only after proper delivery of a prospectus and a client suitability review. The following trademarks are owned by WealthPoint, LLC; WealthPoint®, Know your story.®, Still Wisdom™, Instinct Verification™, The Pulse of Progress™, IV™, Singular Story™.
© 2021 WealthPoint.
Business Advisory Services
PARTNERS
Tim Young
Managing Partner
.
Peter Miterko
J.D., LL.M., CEPA
Partner
Frank Caputo
CEPA
Partner
John Chionchio
CEPA
Partner
Joe Liggett
Partner
.
Jeff Mayhall
J.D.
Partner
OPERATIONAL SPECIALISTS
Michael Kenneth
CPA
President
Shelley Forman
CPA
Director of Accounting & Finance
Arnaldo Savoretti
CEPA
Solutions Analyst
a
Caroline Diaz
Client Relations Manager
a
Nico Luna
Solutions Associate
.
Want to join our team?
Securities offered through Kestra Investment Services, Member FINRA/SIPC (Kestra IS). Investment advisory services may be offered through Kestra Advisory Services (Kestra AS), an affiliate of Kestra IS. WealthPoint, LLC is a member firm of PartnersFinancial. Kestra IS and Kestra AS are not affiliated with WealthPoint, LLC or PartnersFinancial. Not all products and services referenced on this site are available in every state or through every representative listed. For additional information please contact Kestra IS compliance at 737-443-2483. Kestra IS and Kestra AS are not Certified Public Accounting firms. Investor Disclosure Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck. Social Media Disclosure link here. WealthPoint, LLC is independently owned and operated. WealthPoint, LLC and its agents are presently licensed to sell traditional life insurance in AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, ME, MD, MA, MI, MN, MS, MO, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WV, WI, and WY. Insurance services are limited to residents of the above listed states. Information relating to securities is intended for use by individuals residing in AL, AK, AZ, AR, CA, CO, DE, DC, FL, GA, ID, IL, IN, KS, ME, MD, MA, MI, MN, MS, MO, NE, NV, NJ, NM, NY, NC, OH, OK, PA, SC, SD, TX, UT, VA, WA, WV, WI, and WY. Life insurance services are provided through WealthPoint, LLC DBA WealthPoint Insurance Solutions, CA Insurance License #0N03255. This site is not intended as an offer to sell securities, which may be done only after proper delivery of a prospectus and a client suitability review. The following trademarks are owned by WealthPoint, LLC; WealthPoint®, Know your story.®, Still Wisdom™, Instinct Verification™, The Pulse of Progress™, IV™, Singular Story™.
© 2021 WealthPoint.
M&A Advisory Services
DIRECTORS & OPERATIONS TEAM
Tim Young
Director
.
Michael Kenneth
CPA Director
.
Peter Miterko
J.D., LL.M., CEPA
Director
Shelley Forman
CPA
Director of Accounting & Finance
Frank Caputo
CEPA
Associate Director
John Chionchio
CEPA
Associate Director
Joe Liggett
Associate Director
.
Jeff Mayhall
J.D.
Associate Director
Caroline Diaz
Client Relations Manager
.
Want to join our team?
Kestra Investment Services LLC (Kestra IS), Kestra Advisory Services, LLC (Kestra AS), WealthPoint, LLC (WealthPoint) and their representatives do not provide and are not responsible for investment banking services, including negotiation, pricing, valuation or determination of whether any purchase or sale of a business entity or its assets is appropriate. The following trademarks are owned by WealthPoint, LLC; WealthPoint®, Know your story™, Still Wisdom™, Instinct Verification™, The Pulse of Progress™, IV™, Singular Story™.
© 2021 WealthPoint.