Executive Bios

Monte Zwang

Monte Zwang has been a business, operational and financial consultant for more than 25 years, teaching entrepreneurs and company leaders in real estate, food and beverage, resorts and hotels, and retail industries the strategies of cash flow management. He has significant experience working with proprietors of day spas, salons and medical practices. As a founding partner of the consulting firm Steele Development, Monte has sourced and placed tens of millions of dollars in financing for clients needing operating lines of credit, long term debt, business start-up capital and real estate acquisitions. Monte is driven to the wellness industry because of a personal passion for healthy lifestyle choices, and a professional passion to work with wellness entrepreneurs as they achieve their business goals by helping people live a healthy lifestyle. Monte is a graduate of the University of Denver and has been named a 2009 and 2010 Five Star Best in Client Satisfaction Wealth Manager.

Mark Machlis

Mark Machlis has spent 30 years in the hospitality, real estate, natural foods and wellness industries. He is the creator of Meat of Wheat and Tofurkey brand meat alternatives, distributed and sold nationwide since the early 90's. He is a food development and financial consultant in the natural foods industry and works with international food manufacturers, developing and distributing vegetarian products to the United States. Mark founded and directed three vegetarian restaurants in Salt Lake City, Utah named Park Ivy Garden Café. Mark is passionate about living a healthy lifestyle and is true to the vegetarian diet, alternative health practices and the integration of the spiritual dimension in everyday life, and business. Mark is a graduate of The Evergreen State College.
image

Lisa Neufeld

 

Lisa Neufeld has been involved in accounting, management and operational support for over 20 years. Her professional experience paired with a “yes” attitude make Lisa a valued member of the Wellness Capital Management team.

With experience in numerous point-of-sale systems, accounting platforms, and a variety of industries, she has the unique ability to make accounting practical. She is a QuickBooks guru.
Lisa loves working with people, helping to solve problems and producing accurate, useful accounting and financial information. She has a knack for explaining accounting processes in a way that business owners can understand and use. She often acts as a liaison between business owners and their CPAs.

She has experience in the financial inner workings in all sizes of businesses where she has honed her skills as an Accounting Manager. She is adept at streamlining back-office processes.
Working with Wellness Capital Management, Lisa is able to merge her love for accounting and helping people by assisting clients remotely. Using internet technology and effective communication, she has created solid relationships with medical, health, wellness and fitness owners from coast to coast. Clients enjoy Lisa’s sense of humor combined with her down-to-earth demeanor and efficient bookkeeping.

She understands that small business is a passion and yet recognizes we all still have a personal life we are trying to keep in balance. She truly enjoys utilizing her expert level accounting, payroll, and bookkeeping skills in training clients and Wellness Capital Management bookkeepers. Lisa has a Bachelor’s Degree in Accounting from Harding University.

image
Free Consultation 

 

Monte and Mark founded Wellness Capital Management to enable business owners to achieve the delicate balance between providing their clients exceptional customer service while being true to their goal of business profitability.

 

Wellness Capital Management principals Monte Zwang and Mark Machlis are passionate about helping people reach their full potential. Each is an entrepreneur with more than 25 years of business development, capital management and financial consulting expertise in the wellness, hospitality, natural foods and food services industries, as well as manufacturing and construction. 

Mark and Monte also hold real estate broker licenses and have significant experience in transaction and contract negotiations for commercial real estate sales, acquisitions and leases.