Experience

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  Northpoint Wealth Financial Services, LLC

  • Tulsa, Oklahoma Area

  • President

    • Jan 2013 - Present
    • Tulsa, Oklahoma Area

    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.

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  Northpoint Wealth Insurance Design, LLC

  • Tulsa, Oklahoma Area

  • President

    • Jan 2013 - Present
    • Tulsa, Oklahoma Area

    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.

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  The Family Wealth Consortium, LLC

  • President

    • Jan 2011 - Present

    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.

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  Northpoint Wealth Management, LLC

  • Owner

    • Aug 2006 - Present

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

  • President

    • 2006 - Present

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

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  Bishop & Associates

  • Owner

    • Jan 1995 - Apr 2002

     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.

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  Saint Francis Health System

  • United States
  • Hospitals and Health Care
  • 700 & Above Employee

  • Assist. Director

    • 1986 - 2001

  • Assist. Director

    • 1986 - 2001

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  Hillcrest Healthcare System

  • Financial Manager

    • 1997 - 2000

     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.

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  Clean America Corportation

  • Chief Financial Officer

    • 1993 - 1995

     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.

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  Health Concepts IV, Inc.

  • Controller

    • 1991 - 1993

     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.