CFP斯科特•约翰逊^®, CPFA^®,如果^®

^{首席执行官 & 高级理财规划师}

Scott Johnson, is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a third-generation financial advisor. 1993年，他在华尔街的一家投资银行工作，开始了他在金融服务行业的职业生涯. 1999年，斯科特加入摩根士丹利，并很快成为摩根士丹利梅萨和斯科茨代尔的hg0088皇冠手机分支协调员, 亚利桑那州的分支. Scott是美国金融业监管局(FINRA) 65系列执照，也是国家计划顾问协会(NAPA)的注册计划受托顾问(CPFA®). 斯科特还获得了认可投资受托人(AIF®)的称号，这使他在行业中脱颖而出，成为一名受法律约束的顾问，始终以客户的最佳利益行事，并在法律下保持最高的道德标准.

为了获得CFP®的称号. Johnson had to have a minimum of 3 years financial planning experience, complete a rigorous 6-month college graduate course of study in the areas of Ethics, 保险, 投资, 退休, 税收, 和遗产规划, and then pass a comprehensive two day, 10小时的考试.

斯科特得了B.A. from Brigham Young University and lives with his wife and children in Mesa, Arizona. Scott is an avid runner and triathlete. He counts completing the Ironman and two Boston Marathons among his many accomplishments.

CJ哈里森,CFP^®,如果^®, CPFA^®

副总统 & 理财规划师

CJ Harrison, is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and 副总统 at DecisionPoint Financial.  CJ负责设计, 实现, and 监控 customized financial planning solutions for individuals, 家庭, 公司, 企业主, & 在第一时间作出回应.  CJ also serves on DecisionPoint’s Investment Committee.

In 2019, CJ被《hg0088皇冠手机》(InvestmentNews)评为在金融规划领域做出杰出贡献的著名“40岁以下”(40 Under 40)获奖者之一.**

CJ获得了B.S. 在犹他谷大学的个人理财规划专业中，我们获得了全美顶级的CFP®董事会注册课程. CJ还拥有认可投资受托人(AIF®)和认证计划受托人顾问(CPFA®)称号.  

CJ is a native of 犹他州 and a former collegiate baseball player who loves all things sports. 他业余时间喜欢打高尔夫球, 呆在户外, 尝试新餐馆, 和妻子一起旅行 & 女儿.

马特•戴利CFP^®,如果^®

高级副 & 理财规划师

Matt Daley is a 高级副 and 理财规划师 at DecisionPoint Financial. Matt lives in Gig Harbor, Washington where he services wealth management and institutional clients. His primary responsibilities include financial analysis, portfolio management, trading and re搜索. Matt also plays an important role in building and presenting financial plans for DecisionPoint’s clients.

Matt began his career in financial services at a private wealth management firm in 2015. 他获得了Bachelors degree in Personal Financial Planning from 犹他州 Valley University, one of the top CFP® Board-Registered Programs in the country, 以优异成绩毕业. 马特拥有美国金融业监管局65系列执照, a CERTIFIED FINANCIAL PLANNER™ (CFP®), and an Accredited Investment Fiduciary (AIF®).

Matt and his wife Anna Marie love spending time traveling, 滑雪, 呆在户外 and playing with two beautiful 女儿. Matt is an avid outdoorsman and he grew up in the mountains hunting, fishing, and 徒步旅行.

香农·阿姆斯特朗

运营总监

香农·阿姆斯特朗 brings over 26 years of financial services experience to the DecisionPoint team.  Her career began in 1988 at Dean Witter.  Over the last two decades Shannon has spent time at Morgan Stanley, UBS Financial Services and Baird where her responsibilities have included Client Relations Specialist, 行政助理, 及财务顾问助理.  Shannon has held a variety of securities licenses including the Series 7, 63, and 66.  As DecisionPoint’s 运营总监, Shannon is primarily responsible for ensuring that our clients always have a very positive experience.

Shannon is a native of Arizona and lives in Gilbert where she enjoys spending time with her two children, 孙子, 和三只狗. In her free time, Shannon can be found 徒步旅行 the local trails, traveling with family & 朋友, 水肺潜水, 参加音乐会，并志愿参加各种人道主义组织，包括欢迎海地家园, 巴斯德克里斯托, 喂饱我饥饿的孩子, 中西部食品银行. 她最近第二次从海地回来，她和她的团队在那里为一个有需要的家庭建造了一个家. 

布雷特亚当斯,如果^®, CPFA^®, MPA

hg0088皇冠手机服务处处长

In his capacity as the hg0088皇冠手机服务处处长 for DecisionPoint Financial, Brett Adams has responsibility over all of the Firm’s Institutional client relationships.   布雷特无限的能源, 他乐于助人的热情, 他独特的解决问题的能力使他非常适合与计划发起人和计划参与者一起工作，以确保一个成功的hg0088皇冠手机体验. 

Brett holds the Accredited Investment Fiduciary (AIF®) & Certified Plan Fiduciary Advisor (CPFA®) designations and is dedicated to providing pure, 受托人 investment advice to the 401(k) plan sponsors, 和hg0088皇冠手机参与者. 

As the Firm’s primary point of contact for Plan Sponsor fiduciaries, 包括计划受托人, 计划管理员, 和人力资源人员, Brett监督ERISA的遵守情况, conducts regular Plan review meetings, coordinates participant education and enrollment meetings, 并作为四分卫负责所有客户与第三方管理人员(TPA’s)和记录人员的沟通. 

For every participant in a retirement plan, Brett’s goal is to remove the mystery out of saving for retirement through education and empowerment. Brett亲自指导参与者，确保他们了解如何为个人退休目标做最好的准备.

Brett作为犹他州最大的医疗保健提供商Intermountain Healthcare的金融分析师开始了他的金融职业生涯. As a financial analyst he managed physicians’ financial contracts and retirement plan options. Brett went on to manage several healthcare clinics within Intermountain overseeing employee relations, 临床的预算, 和预算分析. 他获得了B.A. in Communications from Dixie State University where he played both college baseball and basketball. He went on to earn a master’s degree in Public Administration from Brigham Young University. 

Brett is fluent in Spanish and he spends a great deal of his free time serving in his church and community.  He enjoys staying active in sports including golf, basketball, softball, and flag football.  Brett loves listening to classic rock, 吃辛辣食物, and hanging out with his wife and their young daughter.

米勒德温

联系 & 理财规划师

After completing a very successful internship for the firm during the summer of 2020, Devin作为一个有才华的财务规划师的能力给我们留下了深刻的印象，我们给他提供了一个全职的助理职位.  Devin从小就喜欢与人和数字打交道，作为一名理财规划师，他很高兴能在职业生涯中同时做这两件事.  Devin is a candidate for the CERTIFIED FINANCIAL PLANNER (CFP®) designation. 

Devin在犹他谷大学(犹他州 Valley University, UVU)辅修工商管理，获得个人理财规划学位，并以优异成绩毕业.  At UVU Devin was active in the PFP Student Association (PFPSA), the local chapter of the Financial Planning Association (FPA), and he was selected to be a member of UVU’s highly prestigious, 2020 FPA competition team where he placed 2nd in the country.

Outside of the office Devin’s passions include cars, leather working, and sports – especially soccer.  Devin is proud to be married to a Registered Nurse. In their free time Devin and his wife love playing with their beautiful daughter, 狗, 和朋友和家人在一起, 还有棋盘游戏.