Alan Chaffee is the President of Turning Point. Alan brings more than two decades of complex accounting and financial knowledge, and more than a decade of experience in senior executive roles, including CFO, COO, President and Board of Director positions. His many experiences have given him a unique skill set of financial and operational expertise. Alan has many success stories that have been the “turning point” for each respective comp-any. He has led a manufacturing company from $800k in annual sales to over $30MM in approximately 4 years; negotiated an acquisition price up from $4MM to $32MM; and turned a bank’s $13MM write-off into full payout. Alan brings the same skill, vigor and determination to each and every one of his clients.

Robyn Vergillo has been consulting with the Turning Point team for over four years. Robyn helps clients achieve better margins in operations by using data driven methods to drive efficiency increases. She has spent 15 years working in the manufacturing industry in a wide range of financial and operational roles. Robyn is APICS certified in production and inventory management and has been successful in cleaning up and streamlining the inventory processes and warehouse management at large international manufacturing companies.

Lucas Kartic has been a part of the Turning Point team since 2008. Working mainly in the area of Financial Analysis his areas of focus include creating GAAP Financial Models that allow our clients to get a clear financial picture. He also has designed strategic operational and financial metrics and scorecards that help managers make informed decisions. Lucas graduated from Seattle Pacific University in 2010 with a Double Major in Business Administration and Accounting. He is currently pursuing his CPA license, with an expected completion date of Fall 2011.

Julie Stead began her public accounting career working for PricewaterhouseCoopers, gaining significant experience in industries including real estate, software/IT and retail. After moving to private industry, she served as Senior Accountant and later, Financial Reporting Manager for two large publicly traded companies where she played a key role in financial reporting and internal control processes. In 2008, Julie returned to public accounting working with privately held clients and not-for-profits across the Northwest region. With her diverse background and expertise in performing audits and reviewing internal controls procedures, Julie serves clients on many different levels.