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Scott Johnson, CFP®，AIF®
Partner & 高级理财规划师
Scott Johnson, CFP®, AIF®, CPFA™
Partner & 高级理财规划师
Scott Johnson是注册财务规划师™(CFP®)和第三代财务顾问. He started his career in the financial services industry in 1993 on Wall Street where he worked for an investment banking firm. In 1999 Scott joined Morgan Stanley and soon became a retirement plan branch coordinator for Morgan Stanley’s Mesa and Scottsdale, 亚利桑那州的分支. Scott is FINRA Series 65 licensed and he is a Certified Plan Fiduciary Advisor (CPFA™) with the National Association of Plan Advisors (NAPA). Scott has also earned the Accredited Investment Fiduciary (AIF®) designation which sets him apart in the industry as an advisor who is legally bound to always act in the best interest of his clients and maintain the highest ethical standards under the law.
为了获得CFP®认证，Mr. 约翰逊必须至少有3年的财务规划经验, 在伦理学领域完成为期6个月的严格的大学研究生课程, Insurance, 投资, 退休, Taxation, 及遗产规划, 然后通过综合两天, 10小时考试.
斯科特的成绩是B.A. 他毕业于杨百翰大学，现与妻儿住在亚利桑那州的梅萨. 斯科特热衷于跑步和三项全能运动. 他的许多成就包括完成铁人三项和两次波士顿马拉松赛.
CJ哈里森, CFP®，AIF®
Partner & 高级理财规划师
CJ哈里森, CFP®, AIF®, CPFA™
Partner & 高级理财规划师
CJ哈里森, 是注册财务规划师™专业人士(CFP®)和DecisionPoint FINANCIAL的副总裁吗. CJ负责设计, 实现, 并监控为个人定制的财务规划解决方案, families, 企业主, & 在第一时间作出回应. CJ还担任DecisionPoint的投资委员会成员.
In 2019, CJ was recognized by InvestmentNews as part of its prestigious “40 Under 40” class of honorees doing remarkable things in the field of financial planning.**
CJ earned his Bachelor's in Personal 财务规划 from 全国顶尖的CFP®董事会注册课程之一 at Utah Valley University. CJ also holds the Accredited Investment Fiduciary (AIF®) and Certified Plan Fiduciary Advisor (CPFA™) designations.
CJ is very active in the community and constantly looking for ways to give back to his Alma Mater and the entire financial planning profession. He currently serves on the Advisory Board to Utah Valley University's 财务规划 Program and is a frequent guest lecturer in a wide variety of classes at the University.
CJ是土生土长的犹他州和前大学棒球运动员谁热爱一切运动. 闲暇时他喜欢打高尔夫球, 呆在户外, 尝试新餐厅, 和他的妻子一起旅行 & daughters.
**InvestmentNews是一份全国性出版物，每年发行一次, 自2014年以来, they recognize 40 industry professions under the age of 40 based on factors including accomplishment to date, 对行业的贡献, 领导, 并承诺. 大约有1000名被提名者被考虑，其中40人被选中获得该奖项. 这些提名由InvestmentNews的一个内部编辑和记者小组阅读和审查. Mr. 哈里森没有申请这个奖项，也没有为赢得这个奖项或被考虑获得这个奖项而支付费用.
在接受这个奖项后. Harrison provided an interview to InvestmentNews supplying them with additional information about himself, 公司.
该奖项可能不代表任何一个客户的经验, 不是一种认可, 并不能代表顾问的未来表现. InvestmentNews不隶属于DecisionPoint Financial.**
Matt Daley, CFP®，AIF®
Partner & 高级理财规划师
Matt Daley, CFP®, AIF®
Partner & 高级理财规划师
Matt Daley是合伙人 & DecisionPoint Financial的高级理财规划师. 马特住在华盛顿吉格港，为财富管理和机构客户提供服务. 他的主要职责包括财务分析、投资组合管理、交易和研究. Matt also plays an important role in building and presenting financial plans for DecisionPoint’s clients.
Matt于2015年在一家私人财富管理公司开始了他的金融服务职业生涯. 他在犹他谷大学获得了个人财务规划学士学位, 全国顶尖的CFP®董事会注册课程之一, 以优异成绩毕业. 马特是FINRA系列65许可, 注册财务规划师™(CFP®), 及认可投资受托人(AIF®).
马特和他的妻子安娜·玛丽喜欢花时间旅行, skiing, 在户外和两个漂亮的女儿玩耍. 马特是一个狂热的户外运动爱好者，他从小在山里打猎、钓鱼和徒步旅行.
布雷特·亚当斯，AIF®，CPFA™
pg电子平台服务处处长
布雷特·亚当斯，AIF®, CPFA™, MPA
pg电子平台服务处处长
担任DecisionPoint Financialpg电子平台服务总监, 布雷特·亚当斯负责公司所有的机构客户关系. 布雷特无限的能量, 他帮助别人的热情, and his unique problem-solving skills makes him ideally suited to work with both plan sponsors and plan participants in ensuring a successful retirement plan experience.
Brett持有认可投资受托人(AIF®) & 注册计划受托顾问(CPFA™)的指定，并致力于提供纯, 向401(k)计划发起人提供信托投资建议, pg电子平台参与者.
作为本所与计划发起人受托人的主要联系人, 包括计划受托人, 计划管理员, 人力资源人员, 布雷特负责ERISA合规, 定期召开计划评审会议, 协调学员教育和招生会议, and serves as the quarterback for all client communications with Third Party Administrators (TPA’s) and Recordkeepers.
为每个pg电子平台的参与者, 布雷特的目标是通过教育和授权消除为退休储蓄的神秘感. Brett works hands-on with participants to ensure they understand how to best prepare for their individual retirement goals.
Brett began his career in finance as a financial analyst for Utah’s largest Healthcare provider - Intermountain Healthcare. 作为一名金融分析师，他管理医生的金融合同和pg电子平台选项. Brett went on to manage several healthcare clinics within Intermountain overseeing employee relations, 临床的预算, 预算分析. He earned his Bachelor's in Communications from Dixie State University where he played both college baseball and basketball. 他在杨百翰大学(Brigham Young University)获得公共管理硕士学位.
Brett is fluent in Spanish and he spends a great deal of his free time serving in his church and community. 他喜欢在高尔夫球、篮球和棒球等运动中保持活跃. 布雷特喜欢听古典摇滚, 吃辛辣食物, 和他的妻子和孩子们一起出去玩.
安妮塔Spackman
客户服务专员
安妮塔Spackman
客户服务专员
安妮塔·斯帕克曼最适合被描述为一个真正的人. Her goal is to provide every client with a positive and uplifting experience when she interacts with you.
安妮塔是一位妻子，也是四个孩子的骄傲母亲. 工作之余，她忙于参加孩子们的篮球、足球和翻滚比赛. 当她和丈夫不工作或不带孩子的时候, 他们喜欢从大峡谷的边缘到另一个边缘旅行和徒步旅行. Anita is passionate about helping those in need and she actively serves in her church and volunteers in her local community.
Devin Miller, CFP®，AIF®
高级副 & 理财规划师
Devin Miller, CFP®，AIF®
高级副 & 理财规划师
在完成了一次非常成功的公司实习之后, Devin’s skills as a talented financial planner impressed us so much that we offered him a full-time position. Devin has enjoyed working with people and numbers from a young age and he is excited to do both in his career as a financial planner. Devin has earned the prestigious CERTIFIED FINANCIAL PLANNER (CFP®) designation as well as the ACCREDITED INVESTMENT FIDUCIARY (AIF®) designation.
Devin earned his Bachelor's in Personal 财务规划 with a minor in Business Management at Utah Valley University (UVU) where he graduated with honors. 在弗吉尼亚大学，Devin是PFP学生协会(PFPSA)的活跃成员。, 财务规划协会(FPA)的地方分会, 他被选为UVU极具声望的, 2020年FPA比赛团队，他在全国排名第二.
在办公室之外，Devin的爱好包括汽车、皮革加工和体育运动——尤其是足球. Devin很自豪自己娶了一个注册护士. 在他们的空闲时间，Devin和他的妻子喜欢和他们美丽的女儿一起玩, dog, 和朋友和家人出去玩, 玩棋盘游戏.
Chadd Peachey，注册会计师®，AIF®，AFC®
高级副 & 理财规划师
Chadd Peachey，注册会计师®, AIF®, AFC®
高级副 & 理财规划师
Chadd Peachey comes to DecisionPoint from Vanguard where he worked as a High Net Worth Financial Advisor. 我们认为Chadd是一位熟练的理财规划师，也是一位真正善良、有爱心的人. 他在为客户制定和提出财务计划方面发挥着重要作用.
Chadd first began financial planning in college where he volunteered as a financial counselor and coach to students and people in the community. 他在犹他谷大学(UVU)获得了个人财务规划学士学位。, 全国顶尖的CFP®董事会注册课程之一, 以优异成绩毕业. 毕业后, Chadd received the prestigious Michael Kitces Award - given to one college senior who demonstrates their passion for the industry and willingness to help others. Chadd是注册财务规划师(CFP®), 认可投资受托人(AIF®)和认可财务顾问(AFC®). 他热衷于与客户建立牢固的关系，并为他们提供合理的服务, fiduciary, 财务建议.
查德和他的妻子哈利有三个年幼的儿子，这使他们在业余时间非常忙碌. 他们喜欢工作之外的许多活动，包括户外探险, 水肺潜水, boating, hiking, 和男孩子们一起做运动, 和游泳. 他们也喜欢与朋友和家人在一起，去亚利桑那州看望他们, Utah, 和加州. 你会发现Chadd喜欢谈论美食和吃饭的地方.
摩根的冬天
客户服务专员
摩根的冬天
客户服务专员
摩根·温特斯生活和工作在华盛顿州吉格港. 摩根乐于助人的热情, 还有她的创造精神, 是什么促使她攻读财务规划学位的. 她于2020年获得犹他谷大学个人财务规划学士学位. 在加入DecisionPoint之前, 摩根在普罗沃的一家财务规划公司工作了三年, 在那里她专注于客户服务.
摩根在犹他州一个关系密切的家庭中长大. 她的机智和幽默感很有感染力，她喜欢逗人笑. 她喜欢户外活动，一有机会就去旅行. 摩根喜欢参加任何运动. 她很高兴地承认自己不擅长运动，但她还是喜欢运动.
Kortney Bamrick
客户服务专员
Kortney Bamrick
客户服务专员
Kortney为DecisionPoint团队带来了丰富的金融服务经验. 毕业于亚利桑那州立大学，获得传播学学士学位, Kortney加入了Merrill Edge，在那里她获得了第7系列和第66系列的许可. 美林, Kortney served as a 退休 Education Specialist helping 401(k) participants understand their retirement benefits and educating them on the steps required to successfully save towards retirement. 在加入DecisionPoint之前，他曾担任Charles Schwab的客户服务经理. During her time at Schwab she worked primarily with Schwab’s institutional retirement plan clients and outside Third Party Administrators (TPA’s).
科特尼在亚利桑那州长大，现在住在吉尔伯特. 她喜欢和丈夫和家人在一起，还有她的狗狗米拉和两只猫. 在她的空闲时间，科特尼的爱好包括购物，阅读和旅行到新的地方. 天气凉爽的时候，你会发现她在户外，或者带着她的狗在当地的小路上远足.