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We do not take our responsibility lightly and we look forward to serving you.
Scott Johnson, CFP®, AIF®
Partner & Senior Financial Planner
Scott Johnson, CFP®, AIF®, CPFA™
Partner & Senior Financial Planner
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公司开始了他在金融服务行业的职业生涯. 1999年，Scott加入摩根士丹利，并很快成为摩根士丹利Mesa和Scottsdale的pg电子平台部门协调员, Arizona branches. Scott拥有FINRA系列65执照，他是全国计划顾问协会(NAPA)的注册计划信托顾问(CPFA™)。. Scott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，成为一名法律上有义务始终为客户的最佳利益行事并保持法律规定的最高道德标准的顾问.
To earn the CFP® designation Mr. 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, Insurance, Investments, Retirement, Taxation, and Estate Planning, and then pass a comprehensive two day, 10 hour exam.
Scott holds a 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 Harrison, CFP®, AIF®
Partner & Senior Financial Planner
CJ Harrison, CFP®, AIF®, CPFA™
Partner & Senior Financial Planner
CJ Harrison, is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) and Vice President at DecisionPoint Financial. CJ is responsible for designing, implementing, and monitoring customized financial planning solutions for individuals, families, business owners, & first responders. CJ also serves on DecisionPoint’s Investment Committee.
In 2019, CJ被投资新闻(InvestmentNews)评选为“40岁以下40人”(40 Under 40)，他们在财务规划领域做出了杰出的贡献.**
CJ在犹他谷大学获得了个人财务规划学士学位，犹他谷大学是美国顶尖的CFP®注册课程之一. CJ还拥有认可投资受托人(AIF®)和认证计划受托人顾问(CPFA™)的称号.
CJ在社区中非常活跃，并不断寻找回馈母校和整个财务规划行业的方法. 他目前担任犹他谷大学财务规划项目顾问委员会成员，并经常担任该大学各种课程的客座讲师.
CJ is a native of Utah and a former collegiate baseball player who loves all things sports. In his free time he enjoys golfing, being outdoors, trying new restaurants, and traveling with his wife & daughters.
**InvestmentNews is a national publication and each year, since 2014, 他们根据迄今为止的成就等因素，评选出40个年龄在40岁以下的行业职业, contribution to the industry, leadership, and promise. Approximately 1,000 nominees were considered and 40 were chosen to receive the award. The nominations are read and vetted by an internal group of editors and reporters at InvestmentNews. Mr. Harrison did not apply for this award, nor did he pay a fee to win or be considered for this award.
After receiving this award, Mr. 哈里森接受了InvestmentNews的采访，向他们提供了关于他自己的更多信息, and the firm.
The award may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. InvestmentNews is not affiliated with DecisionPoint Financial.**
Matt Daley, CFP®, AIF®
Partner & Senior Financial Planner
Matt Daley, CFP®, AIF®
Partner & Senior Financial Planner
Matt Daley is a Partner & Senior Financial Planner 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 research. Matt在为DecisionPoint的客户制定和展示财务计划方面也扮演着重要的角色.
Matt began his career in financial services at a private wealth management firm in 2015. He earned his Bachelor's in Personal Financial Planning from Utah Valley University, one of the top CFP® Board-Registered Programs in the country, graduating Magna Cum Laude. Matt is FINRA Series 65 licensed, a CERTIFIED FINANCIAL PLANNER™ (CFP®), and an Accredited Investment Fiduciary (AIF®).
Matt and his wife Anna Marie love spending time traveling, skiing, being outdoors and playing with two beautiful daughters. Matt is an avid outdoorsman and he grew up in the mountains hunting, fishing, and hiking.
Brett Adams, AIF®, CPFA™
Director of Retirement Plan Services
Brett Adams, AIF®, CPFA™, MPA
Director of Retirement Plan Services
In his capacity as the Director of Retirement Plan Services for DecisionPoint Financial, Brett Adams has responsibility over all of the Firm’s Institutional client relationships. Brett’s boundless energy, his passion for helping people, 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，以确保成功的pg电子平台体验.
Brett holds the Accredited Investment Fiduciary (AIF®) & Certified Plan Fiduciary Advisor (CPFA™) designations and is dedicated to providing pure, fiduciary investment advice to the 401(k) plan sponsors, and retirement plan participants.
As the Firm’s primary point of contact for Plan Sponsor fiduciaries, including plan trustees, plan administrators, and HR personnel, Brett oversees ERISA compliance, conducts regular Plan review meetings, coordinates participant education and enrollment meetings, 并担任与第三方管理员(TPA)和记录管理员的所有客户通信的四分卫.
For every participant in a retirement plan, Brett’s goal is to remove the mystery out of saving for retirement through education and empowerment. 布雷特亲自与参与者一起工作，以确保他们了解如何为自己的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. 布雷特继续在Intermountain管理几家医疗保健诊所，监督员工关系, clinical budgets, and budget analysis. 他在迪克西州立大学获得通信学士学位，在那里他打过大学棒球和篮球. He went on to earn a Master’s degree in Public Administration from Brigham Young University.
布雷特说一口流利的西班牙语，他花了大量的空闲时间在他的教堂和社区服务. He enjoys staying active in sports including golf, basketball and baseball. Brett loves listening to classic rock, eating spicy foods, and hanging out with his wife and their young children.
Anita Spackman
Client Services Specialist
Anita Spackman
Client Services Specialist
Anita Spackman can best be described as a genuine people person. 她的目标是为每一位客户提供一个积极向上的经验，当她与你互动.
Anita is a wife and proud mother of four children. Outside of work she stays busy attending her kids’ basketball, football, and tumbling events. When she and her husband are not working or parenting, they love to travel and hike the Grand Canyon from rim to rim. 安妮塔热衷于帮助那些需要帮助的人，她积极地在教堂服务，并在当地社区做志愿者.
Devin Miller, CFP®, AIF®
Senior Associate & Financial Planner
Devin Miller, CFP®, AIF®
Senior Associate & Financial Planner
After completing a very successful internship for the firm, 作为一名才华横溢的理财规划师，戴文的技能给我们留下了深刻的印象，我们为他提供了一份全职工作. Devin从小就喜欢与人与数字打交道，作为一名理财规划师，他很高兴能在自己的职业生涯中同时做这两件事. Devin获得了著名的注册财务规划师(CFP®)称号以及认可投资受托人(AIF®)称号.
Devin在犹他谷大学(UVU)获得了个人财务规划学士学位，辅修了商业管理，并以优异的成绩毕业. 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, dog, hanging out with friends and family, and playing board games.
Chadd Peachey, CFP®, AIF®, AFC®
Senior Associate & Financial Planner
Chadd Peachey, CFP®, AIF®, AFC®
Senior Associate & Financial Planner
Chadd Peachey从Vanguard加入DecisionPoint，在那里他曾担任高净值财务顾问. We recognize Chadd as a skilled financial planner and a genuinely good and caring human being. He plays an important role in building and presenting financial plans to clients.
Chadd第一次开始理财规划是在大学里，他志愿担任财务顾问，并指导学生和社区的人们. He earned his Bachelor's in Personal Financial Planning from Utah Valley University (UVU), one of the top CFP® Board-Registered Programs in the country, graduating Magna Cum Laude. Upon graduation, Chadd获得了著名的Michael Kitces奖，该奖项颁发给一位对行业充满热情并愿意帮助他人的大学毕业生. Chadd is a CERTIFIED FINANCIAL PLANNER Professional (CFP®), Accredited Investment Fiduciary (AIF®) and an Accredited Financial Counselor (AFC®). He is passionate about building strong relationships with clients and offering them sound, fiduciary, financial advice.
Chadd and his wife Haley have three young boys which keep them very busy in their spare time. They enjoy many activities outside of work including exploring the outdoors, scuba diving, boating, hiking, playing sports with the boys, and swimming. They also enjoy being with friends and family and traveling to visit them in Arizona, Utah, and California. You will discover that Chadd enjoys talking about good food and places to eat.
Morgan Winters
Client Services Specialist
Morgan Winters
Client Services Specialist
Morgan Winters lives and works in Gig Harbor, WA. Morgan's passion for helping others, along with her creative spirit, is what led her into pursuing a degree in financial planning. She earned her Bachelor's in Personal Financial Planning from Utah Valley University in 2020. Prior to joining DecisionPoint, Morgan worked 3 years at a financial planning firm in Provo, UT where she focused on client services.
Morgan grew up in a close-knit family in Utah. Her quick wit and sense of humor are infectious and she loves to make people laugh. She enjoys the outdoors and travels whenever she gets the chance. Morgan loves playing any and all sports. She happily admits that she’s not very good at sports, but she enjoys playing them nonetheless.
Kortney Bamrick
Client Services Specialist
Kortney Bamrick
Client Services Specialist
Kortney brings a variety of financial services experience to the DecisionPoint team. After graduating from Arizona State University with a Bachelor’s in Communications, Kortney joined Merrill Edge where she became Series 7 and Series 66 licensed. At Merrill, 科特尼担任退休教育专家，帮助401(k)计划的参与者了解他们的退休福利，并教育他们成功地为退休储蓄所需的步骤. Prior to joining DecisionPoint, Kortney served as a Client Service Manager at Charles Schwab. 在嘉信理财工作期间她主要与嘉信理财的机构pg电子平台客户以及外部第三方管理人(TPA)合作.
Kortney grew up in Arizona and lives in Gilbert. She enjoys spending time with her husband and family, along with her dog Mila and her two cats. In her free time, Kortney’s passions include shopping, reading, and traveling to new places. When the weather is cool, you will find her outdoors or hiking on local trails with her dog.