Brian is a Partner at SharpePoint and specializes in the areas of Asset Management & Strategies, Financial Planning, and Portfolio Allocation Strategies.
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.
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.
Merian’s years of experience with Medicare and life insurance strategies help provide confidence for those moving toward the next chapter of their lives.
Cory is dedicated to his client’s needs, and utilizes a strong Mid-Western farm living work ethic to everything he does. Cory believes everyone deserves fair, truthful, and effective planning, and strives for clients to feel educated and confident when making decisions.
Margaret has over a 20 year history in the financial industry. As an executive assistant, she supports the team of advisors at SharpePoint and oversees daily operations.
Currently pursuing her degree in finance at Arizona State University, Erin’s learning experiences and her time at SharpePoint only strengthen her conviction to help clients fulfill their dreams of financial independence.
