The SharpePoint Team

FINANCIAL ADVISOR & PARTNER

Brian Robinson

CFP®, APMA®, CMFC®, AAMS®, AWMA®
Brian is a Partner at SharpePoint and specializes in the areas of Asset Management & Strategies, Financial Planning, and Portfolio Allocation Strategies.
FINANCIAL ADVISOR

Jason L. McCaleb

AAMS®, CFP®
With over 20 years in the financial services industry, Jason believes in investing with a plan. He is committed to helping his clients identify and prioritize their goals.
FINANCIAL ADVISOR

Daniel Laraway

CWS®
With over 37 years of experience and a member of a powerful and knowledgeable team, Daniel provides solutions to solve issues regarding retirement, financial planning, and insurance.
DIRECTOR OF OPERATIONS / CLIENT RELATIONS DIRECTOR

Erin Crosby

Erin leads the execution of operational functions across all aspects of the business.
CLIENT RELATIONSHIP MANAGER / MARKETING

Wendy Orellana

Wendy cultivates relationships for SharpePoint's clientele, and leads our impactful marketing initiatives.