Leadership
As a family man and lifelong learner, Ryan channels his intellectual curiosity to help family groups get to pinpoint wisdom about their desired outcomes
Ryan F. Barradas
CLU®
Managing Partner
Tim’s love for family and friends, great wines and entertainment shows through with how he serves clients, teammates and the community on a daily basis
Tim Young
Managing Partner
A passionate planner and lover of puns, Savannah manages our processes, oversees strategic projects and strives to thoughtfully impact team members and clients
Savannah Wolach
Managing Director
When not crunching numbers as WealthPoint’s “Chief Numbers Officer,” you can find Shelley hiking, biking, traveling, or enjoying time with family and friends
Shelley Forman
CPA
Director of Accounting & Finance
An analytical problem solver who loves travel and adventure with her family, Kim brings fresh energy and perspective to our team
Kim Boston
Director of Insurance Solutions
Kami, an ardent animal lover with a witty sense of humor, approaches underwriting with the perfect combination of care and ingenuity
Kami Sieben
Director of Underwriting
With his calm nature and old soul, Michael (MK) has the analytical knowledge to explain and present complex, technical solutions in both a concise and comprehendible manner
Michael Kenneth
CPA
Director of Solutions
A passionate planner and lover of puns, Savannah manages our processes, oversees strategic projects and strives to thoughtfully impact team members and clients
Savannah Wolach
Managing Director
When not crunching numbers as WealthPoint’s “Chief Numbers Officer,” you can find Shelley hiking, biking, traveling, or enjoying time with family and friends
Shelley Forman
CPA
Director of Accounting & Finance
An analytical problem solver who loves travel and adventure with her family, Kim brings fresh energy and perspective to our team
Kim Boston
Director of Insurance Solutions
Kami, an ardent animal lover with a witty sense of humor, approaches underwriting with the perfect combination of care and ingenuity
Kami Sieben
Director of Underwriting
With his calm nature and old soul, Michael (MK) has the analytical knowledge to explain and present complex, technical solutions in both a concise and comprehendible manner
Michael Kenneth
CPA
Director of Solutions
Want to join our team?
What Sets Us Apart
Know your story
Still Wisdom
Instinct Verification
The Pulse of Progress
Our Story
Our Team
Client Profiles
Job Postings
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
As a family man and lifelong learner, Ryan channels his intellectual curiosity to help family groups get to pinpoint wisdom about their desired outcomes
Ryan F. Barradas
CLU®
Managing Partner
Mike loves the human interaction part of collaborating with advisors and helping clients solve problems with his fun-loving yet focused personality
Michael Olson
CLU®, ChFC®, CFP®, MSFS
Partner
Kevin brings 45 years of independent life insurance experience, a healthy bit of cynicism about the industry and a straightforward style to his client engagements
Kevin M. McMahon
CLU®, ChFC®
Partner
Mark’s consultative approach to problem solving is his secret sauce to helping clients find clarity in their financial solutions
Mark Winter
CLU®, ChFC®, AEP®
Partner
A dad to five daughters and married to his first wife, Ben has been successfully helping families with complex estate tax problems for over 20 years
Ben Rainey
Partner
As a former owner of a derivatives firm, Frank is focused on hedging specific client risks to provide targeting planning solutions.
Frank Hirsch
J.D.
Partner
Vince, an Arizona native and numbers enthusiast, lives out his self-defined purpose by inspiring optimism and enjoys spending time with family, travelling and golfing
Vince Brunoforte
Partner
A father of two boys and lover of outdoor adventures, Tom’s focus is bringing valuable retirement income and tax strategies to advisors and clients
Tom O’Brien
ChFC®
Partner
Shannon Goldsmith
Client Advisor
OPERATIONAL SPECIALISTS
A passionate planner and lover of puns, Savannah manages our processes, oversees strategic projects and strives to thoughtfully impact team members and clients
Savannah Wolach
Managing Director
When not crunching numbers as WealthPoint’s “Chief Numbers Officer,” you can find Shelley hiking, biking, traveling, or enjoying time with family and friends
Shelley Forman
CPA
Director of Accounting & Finance
An analytical problem solver who loves travel and adventure with her family, Kim brings fresh energy and perspective to our team
Kim Boston
Director of Insurance Solutions
Kami, an ardent animal lover with a witty sense of humor, approaches underwriting with the perfect combination of care and ingenuity
Kami Sieben
Director of Underwriting
As a die-hard Wisconsin sports fan, Amanda tackles underwriting issues with dedication and true WealthPoint team spirit
Amanda Connell
Client Ambassador
An avid home gardener and entertainer, Kristin utilizes her personal and professional hospitality experiences to lead the marketing and communication efforts for the QLS Program
Kristin Teaff
Communications Manager
With a love of numbers, baseball and all things outdoors, Donnie enjoys diving in to help find creative financial solutions for our clients
Donnie Gallardo
Solutions Analyst
With a passion for understanding how everything works, John uses his mechanical mindset to carefully build a solution to the task at hand.
John Angelone, Jr
Solutions Analyst
Sheree's value of family and friends is evident in the underwriting experience and representation she provides to each client
Sheree McGee
Client Ambassador
Christie uses her “can do” attitude towards helping coworkers find a solution, planning epic overseas trips, and googling how to replace a toilet
Christie Willis
Client Coordinator
Phil, an avid sports fan, golfer, and animal lover, brings years of experience with a policy service background to help our clients
Phil Martin
Client Services Specialist
I believe hard work and teamwork are paramount to success. I come from a BGA background, please do not hold that against me
Vince W. Dean
MBA
Solutions Analyst
From Idaho farm girl to big city go-getter, Laura is a writer, foodie, organizational whiz, and true believer in “The Golden Rule”.
Laura Stoddard
Executive Assistant
Want to join our team?
What Sets Us Apart
Know your story
Still Wisdom
Instinct Verification
The Pulse of Progress
Our Story
Our Team
Client Profiles
Job Postings
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’s love for family and friends, great wines and entertainment shows through with how he serves clients, teammates and the community on a daily basis
Tim Young
Managing Partner
.
A master consensus builder, Peter enjoys a long track record of helping shareholders, boards and management teams resolve differences and move ahead in a cohesive direction
Peter Miterko
J.D., LL.M., CEPA
Partner
After building and monetizing several companies, Frank truly enjoys helping clients maximize the value of their business and be rewarded for their lifelong efforts
Frank Caputo
CEPA
Partner
Whether on the racetrack, the golf course or serving his clients, John’s analytical mind and focus on excellence and outcomes is what drives him
John Chionchio
CEPA
Partner
A native of Boulder, Colorado, Joe has led, grown and monetized multiple family-owned businesses with a passionate, personable and informal approach
Joe Liggett
Partner
.
Jeff utilizes his decades of experience in law, operations and private equity, scaling and successfully exiting businesses, to achieve his clients strategic objectives and dreams.
Jeff Mayhall
J.D.
Partner
OPERATIONAL SPECIALISTS
With his calm nature and old soul, Michael (MK) has the analytical knowledge to explain and present complex, technical solutions in both a concise and comprehendible manner
Michael Kenneth
CPA
Director of Solutions
When not crunching numbers as WealthPoint’s “Chief Numbers Officer,” you can find Shelley hiking, biking, traveling, or enjoying time with family and friends
Shelley Forman
CPA
Director of Accounting & Finance
With a background in accounting and passion for analytics, Arni supports the BAS team with his technical acumen on financial modeling, analysis and planning strategies
Arnaldo Savoretti
CEPA
Solutions Analyst
a
A multi-tasking expert, Caroline thrives under pressure and is a dedicated sports mom whose kids think she’s the best Uber driver in town
Caroline Diaz
Client Relations Manager
a
Want to join our team?
What Sets Us Apart
Know your story
Still Wisdom
Instinct Verification
The Pulse of Progress
Our Story
Our Team
Client Profiles
Job Postings
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’s love for family and friends, great wines and entertainment shows through with how he serves clients, teammates and the community on a daily basis
Tim Young
Director
.
With his calm nature and old soul, Michael (MK) has the analytical knowledge to explain and present complex, technical solutions in both a concise and comprehendible manner
Michael Kenneth
CPA Director
.
A master consensus builder, Peter enjoys a long track record of helping shareholders, boards and management teams resolve differences and move ahead in a cohesive direction
Peter Miterko
J.D., LL.M., CEPA
Director
When not crunching numbers as WealthPoint’s “Chief Numbers Officer,” you can find Shelley hiking, biking, traveling, or enjoying time with family and friends
Shelley Forman
CPA
Director of Accounting & Finance
After building and monetizing several companies, Frank truly enjoys helping clients maximize the value of their business and be rewarded for their lifelong efforts
Frank Caputo
CEPA
Associate Director
Whether on the racetrack, the golf course or serving his clients, John’s analytical mind and focus on excellence and outcomes is what drives him
John Chionchio
CEPA
Associate Director
A native of Boulder, Colorado, Joe has led, grown and monetized multiple family-owned businesses with a passionate, personable and informal approach
Joe Liggett
Associate Director
.
Jeff utilizes his decades of experience in law, operations and private equity, scaling and successfully exiting businesses, to achieve his clients strategic objectives and dreams.
Jeff Mayhall
J.D.
Associate Director
A multi-tasking expert, Caroline thrives under pressure and is a dedicated sports mom whose kids think she’s the best uber driver in town
Caroline Diaz
Client Relations Manager
.
Want to join our team?
What Sets Us Apart
Know your story
Still Wisdom
Instinct Verification
The Pulse of Progress
Our Story
Our Team
Client Profiles
Job Postings
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.
