Our People

 

Ryan F. Barradas – Managing Partner

 

Michael Olson, CLU, ChFC, CFP, MSFS, AEP – Partner

 

Tim Young, CExP – Partner

 

Pete Walsh – Master Certified Coach

 

Phil Seibel – Client Advisor

 

Shelley Forman, CPA – Director of Operations

 

Michael Lucidi, CFP, CLU – Director of Insurance Services

 

Bailey H. Tocco, CPA – Director of Business and Tax

 

Savannah Wolach – Director of Client Services

 

Valerie Juhl – Client Concierge

 

Micah Zahler – Communications Coordinator

 

Michael Kenneth – Business and Tax Analyst

 

Laura Walsh – Client Coordinator

 

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. WealthPoint, LLC is independently owned and operated.