BLUEPOINT FINANCIAL - Key Persons
As the first friendly face to greet you in our office, Alexis manages our business operation that allows it to function at maximum efficiency. She actively contributes to a fast paced, growing environment and is a motivator, both in and out of the office. Alexis enjoys spending her time outdoors when she is not at the office.
Luke Smith, originally from Brewton, Alabama, graduated from Auburn University and relocated to the Emerald Coast in 2005. He earned his MBA from Troy University and has over 11 years of experience as a CPA. Smith is a member of the American Institute of Certified Public Accountants (AICPA), a past member of the Niceville Military Affairs Committee, and a Graduate of the Destin Chamber of Commerce 2015 Forward Class.
Megan has a background encompassing benefits, business management, and human resources. Megan graduated from Troy University with a BSBA degree in Management. As a Society of Human Resource Management (SHRM) Certified Professional, she is a member on both the local and national levels. Community and charitable involvements are a priority of Megan's and is an active member of the Junior League of the Emerald Coast.
Rosa Railey, originally from Troy, AL, has lived on the Emerald Coast since 2014. She has been with BluePoint Financial since formation assisting with bookkeeping, tax preparation, and handling all aspects of payroll. Currently, Rosa is in the process of obtaining her CPA license to better serve the BluePoint team and valued clients.
Warren Sims has lived on the Emerald Coast since 2003 and holds a BS in accounting from Arkansas State University. During his accounting career, which spans over 25 years, Sims has worked with the Legislative Audit Committee as a certified fraud examiner and has owned and operated two CPA firms in Arkansas. He has substantial experience with corporation, partnership, nonprofit, estate, trust, and individual tax preparation and planning.