Northpoint Wealth Financial Services, LLC is a Registered Investment Advisor serving select Financial Advisors that integrate investment and wealth planning with family values to help leave a lasting legacy for their clients.

Provides customized life, health, and accident insurance and employee benefits to ensure the basis of sound risk management objectives to meet ones financial life goals.

We are a unique collaboration of professionals dedicated to helping and supporting middle market businesses, corporate executives and professionals, their families, and non-profit organizations.

My goal is to help my clients to be in charge of their finances, dreams, and llife; to become their own Chief Life Officer.

I help people develop a plan to strive become their own Chief Life Officer.

 Principal of consulting firm utilizing financial management, analytical and problem solving skills, and computer systems knowledge to aid clients in obtaining organizational objectives. Consultant to small and medium sized companies and to multi-billion dollar corporations. Consultant on control processes and recommends best practices and solutions at corporate, business unit, functional, and operational levels.

 Work directly with Chief Financial Officer, Departmental Managers, and Corporate Accounting to improve and refine financial reporting, improve reimbursement analysis, and improve departmental charge and productivity statistics. Create new budget for development of new physician corporation. Create new hospital budgets using revised governmental and environmental constraints. Responsible for revenue accounting, patient billing, and inventory control for Hillcrest Home HealthCare and Hillcrest Outpatient Medical Equipment & Supplies. Responsible for monthly financial reporting and review with Corporate Controller and CFO. Responsible for financial analysis for managed care contracts, reinsurance data, reserve analysis, depreciation analysis, and financial performance. Full Balance Sheet responsibility.

 Responsible for corporate accounting functions and corporate office administration for publicly held corporation with operations in Oklahoma, Florida, and Puerto Rico.  Responsible for investor relations and SEC reporting.  Responsible for multiple Novell network.

 Responsible for corporate accounting functions, preparation of monthly financial statements and reports, accounts payable, cash flow management, and payroll of a publicly held corporation. Liaison with outside accounting firm for preparation of Medicare Cost Report.  Additional responsibilities include Inpatient Billing, Professional Billing, and Collections, Supervisor for the corporate Novel computer network.