Learn More About
Wellness Capital Management
Monte Zwang
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Read more...Monte is driven to the wellness industry because of a professional passion to coach health, medical, spa and fitness entrepreneurs to understand, manage, and improve their numbers and profitability. This allows them to focus on what they do best; providing quality care, helping people live a healthy lifestyle, creating a phenomenal work environment, and growing their business. When not working, you can find Monte either in the kitchen cooking, enjoying great cheap wines, enjoying life’s celebrations with his wife, daughters, and friends. He’s constantly working on improving his inconsistent golf game. Monte is a graduate of Daniel’s School of Business at the University of Denver and has been named a Five Star Best in Client Satisfaction Wealth Manager.
Monte Zwang has been a business and financial consultant for more than 30 years. He has worked with entrepreneurs in health, wellness, medical, spa, salon, and fitness industries to develop their business plans, manage growth and improve profitability.
Prior to launching Wellness Capital Management in 2005, he was Managing Partner of Steele Development Corporation. Working as a business turnaround specialist for distressed businesses in all industries, Monte implemented cash flow and profit improvement plans, negotiated vendor and tax debt, and sourced and placed tens of millions of dollars in financing. As a licensed Real Estate Broker, Monte managed a brokerage of six agents specializing in commercial real estate leases, business valuation and business opportunity sales, mergers, and acquisitions.
Mark Machlis
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Read more...Monte is driven to the wellness industry because of a professional passion to coach health, medical, spa and fitness entrepreneurs to understand, manage, and improve their numbers and profitability. This allows them to focus on what they do best; providing quality care, helping people live a healthy lifestyle, creating a phenomenal work environment, and growing their business. When not working, you can find Monte either in the kitchen cooking, enjoying great cheap wines, enjoying life’s celebrations with his wife, daughters, and friends. He’s constantly working on improving his inconsistent golf game. Monte is a graduate of Daniel’s School of Business at the University of Denver and has been named a Five Star Best in Client Satisfaction Wealth Manager.
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 1990's.
He is a food development, business, and financial consultant in the natural foods industry. Mark works with international food manufacturers, developing and distributing vegetarian products throughout the United States. Mark has also founded, owned, and operated three vegetarian restaurants in Salt Lake City, Utah.
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​An active Real Estate Broker in the state of Utah, Mark is involved with commercial, single, and multi-unit residential real estate. He works in development, leases, sales, and acquisitions.
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Read more...Monte is driven to the wellness industry because of a professional passion to coach health, medical, spa and fitness entrepreneurs to understand, manage, and improve their numbers and profitability. This allows them to focus on what they do best; providing quality care, helping people live a healthy lifestyle, creating a phenomenal work environment, and growing their business. When not working, you can find Monte either in the kitchen cooking, enjoying great cheap wines, enjoying life’s celebrations with his wife, daughters, and friends. He’s constantly working on improving his inconsistent golf game. Monte is a graduate of Daniel’s School of Business at the University of Denver and has been named a Five Star Best in Client Satisfaction Wealth Manager.
Mary Agudelo
Mary Agudelo has worked in finance for 12 years in various roles in payroll, accounts payable, accounts receivable, accounting and bookkeeping. She has been a Bookkeeper with Wellness Capital since 2017.
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Mary fits the definition of a serial multi-tasker. She constantly works under tight deadlines while managing multiple projects. She uses her strong analytical skills, and keen eye for detail and accuracy. Mary has a working knowledge of SAP, Kronos, Oracle, QuickBooks (certified) and several spa and medical POS and EMR systems.
Karen Rushing
Karen Rushing joined Wellness Capital Management in 2018. She has been passionate about bookkeeping and accounting for over 30 years. Her varied financial background has been a true benefit to Wellness Capital and our clients.
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Accounting has been her passion for years and she is very focused, detail oriented and great to work with. Karen especially enjoys working with the books and financials of various small businesses. Her experience includes public accounting, health, spas, medical, construction, and much more! Some of her favorite accounting tasks includes putting her client’s books back together and forensic accounting.
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Read more...Monte is driven to the wellness industry because of a professional passion to coach health, medical, spa and fitness entrepreneurs to understand, manage, and improve their numbers and profitability. This allows them to focus on what they do best; providing quality care, helping people live a healthy lifestyle, creating a phenomenal work environment, and growing their business. When not working, you can find Monte either in the kitchen cooking, enjoying great cheap wines, enjoying life’s celebrations with his wife, daughters, and friends. He’s constantly working on improving his inconsistent golf game. Monte is a graduate of Daniel’s School of Business at the University of Denver and has been named a Five Star Best in Client Satisfaction Wealth Manager.