WealthPoint, LLC
0 followers
WealthPoint was founded on the belief that all too often in planning, entrepreneurs and affluent family groups are asked to make big decisions lacking the raw material they need to make great decisions. We believe that both the client and their longstanding, inner-circle advisors can sense something... Read more
Org chart
Managing Partners
Collapse
Frank Caputo
Partner
Vince Brunoforte
Partner
Joe Liggett
Partner
Michael Olson
Partner
Jeff Mayhall
Partner
Mark Winter
Partner
Tom O’brien
Partner
Peter Miterko
Partner
Frank Hirsch
Partner
John Chionchio
Partner
Ben Rainey
Partner
Savannah Wolach
Managing Director
Michael Kenneth
CPA Director
Shelley Forman
Director, Accounting & Finance
Kim Boston
Director, Insurance Solutions
Kami Sieben
Director, Underwriting
Kristin Teaff
Communications Manager
Caroline Diaz
Client Relations Manager
Shannon Goldsmith
Client Advisor
Amanda Connell
Client Ambassador
Sheree Mcgee
Client Ambassador
Christie Willis
Client Coordinator
Phil Martin
Client Services Specialist
Laura Stoddard
Executive Assistant
Donnie Gallardo
Solutions Analyst
John Angelone
Solutions Analyst
Arnaldo Savoretti
Solutions Analyst
Vince W. Dean
Solutions Analyst
