Weston Lunsford

Weston Lunsford Email and Phone Number

Investor, Founder, Board Member & CEO @ Plansight
Weston Lunsford's Location
Orem, Utah, United States, United States
Weston Lunsford's Contact Details
About Weston Lunsford

I’ve had the opportunity to work in various senior operating roles in small, medium and large companies covering a variety of industries. I enjoy the challenges associated with starting, growing, financing and running high-growth companies where I can help grow shareholder value. My career success has been based on the principles of hard work, empowering others and relying on my experience, education and skills to see and solve problems. I love the Lord and actively serve in his church and community. I’ve been coaching high school mountain biking with more than 100 students for the past 7 years. My wife and I have been married for 20 years and have 5 children who all love biking, hiking, skiing, boating and doing anything in the great outdoors.

Weston Lunsford's Current Company Details
Plansight

Plansight

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Investor, Founder, Board Member & CEO
Weston Lunsford Work Experience Details
  • Plansight
    Chief Executive Officer
    Plansight Feb 2023 - Present
    Lehi, Utah, Us
    Plansight is the only complete employee benefit RFP to Employer Presentation solution on the market. We save employee benefit brokers, and Insurance Carriers both money, and time, on every single employer renewal. Our mission is to reduce the cost of healthcare in America by transforming the renewal experience of employer healthcare plans. This is the foundation of everything we do. It drives our customer interactions as much as it drives our business decisions. We do this by providing healthcare agencies and brokers with innovative technology that allows them to seamlessly request from carriers benefit proposals, providing the carriers with insights and transparency on their proposals , bid and execute employee benefit packages from all healthcare insurance companies creating more competition on healthcare plan rates
  • Kaizen Investments Group, Llc
    Managing Partner
    Kaizen Investments Group, Llc Nov 2021 - Present
  • Dental Intelligence Inc.
    Chief Executive Officer
    Dental Intelligence Inc. Oct 2012 - Dec 2021
    Pleasant Grove, Utah, Us
    The leading provider of business intelligence for the dental industry. Dental Intel's innovative Business Intelligence (BI) software monitors the business and economic health of dental practices through data obtained from the practice's management and financial systems. The company's technology also helps to streamline office functions and decision processes, giving dentists and their staff the gift of time to focus on additional rewarding pursuits. The experts at Dental Intel deliver easy BI technology solutions that make an immediate impact in helping dental practices reach their full potential.With dental practices experiencing impactful results, an immediate ROI, and a huge thirst for this solution in the market, Dental Intel is poised for continued explosive growth.
  • Procore Certified Public Accountants
    Partner
    Procore Certified Public Accountants Nov 2006 - Oct 2014
    ProCore is the preferred business, tax and advisory firm for Doctors and Dentists. We proactively map strategies to reduce tax liability, minimize risk, maximize profits and define a clear path to financial goals. Their average client saves tens of thousands of dollars in tax annually, and has a practice that is worth 25% more than their peers.
  • Lunsford Peck, Llc
    Partner
    Lunsford Peck, Llc Aug 2004 - Oct 2014
    Lunsford Peck is the preferred Tax, Accounting and Financial Advisory firm for businesses and individuals. We proactively help our clients reduce compliance risk and taxes, while improving their financial position. Our clients continue to experience peace of mind, more freedom, and increased bottom line after engaging with our Value-Added Services.

Weston Lunsford Skills

Tax Accounting Tax Accounting Corporate Tax Income Tax Finance Start Ups Management Tax Preparation Financial Reporting Gaap Strategic Planning Cash Flow Cfos Customer Service Partnership Taxation Cpa Quickbooks Small Business Financial Strategy Entrepreneurship Leadership Financial Statements Financial Accounting Financial Analysis Us Gaap Internal Controls Business Valuation Public Speaking Cfo Consulting Financial Advisory Marketing Strategy Sales Business Development Team Building New Business Development Financial Planners Cash Flow Forecasting Financial Planning Llc Dental Software Dental Technology Data Analysis Analytics Business Analytics Marketing Budgets Business Strategy Healthcare

Weston Lunsford Education Details

  • Utah Valley University
    Utah Valley University
    Business & Accounting

Frequently Asked Questions about Weston Lunsford

What company does Weston Lunsford work for?

Weston Lunsford works for Plansight

What is Weston Lunsford's role at the current company?

Weston Lunsford's current role is Investor, Founder, Board Member & CEO.

What is Weston Lunsford's email address?

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What is Weston Lunsford's direct phone number?

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What schools did Weston Lunsford attend?

Weston Lunsford attended Utah Valley University.

What skills is Weston Lunsford known for?

Weston Lunsford has skills like Tax, Accounting, Tax Accounting, Corporate Tax, Income Tax, Finance, Start Ups, Management, Tax Preparation, Financial Reporting, Gaap, Strategic Planning.

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