The SharpePoint Team

FINANCIAL ADVISOR & PARTNER

Brian Robinson, CFP®

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

James Regan, AIF®, RICP®

AIF®, RICP®,
Jim is a Partner at SharpePoint and specializes in Risk-Adjusted Investments Strategies.
FINANCIAL ADVISOR

Jason L. McCaleb, CFP®

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.
MEDICARE AND INSURANCE SPECIALIST

Merian Dalou

CLTC
Merian’s years of experience with Medicare and life insurance strategies help provide confidence for those moving toward the next chapter of their lives.
EXECUTIVE ASSISTANT &
CLIENT RELATIONSHIP MANAGER

Margaret Marx

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.
EXECUTIVE ASSISTANT &
CLIENT RELATIONSHIP MANAGER

Erin Crosby

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.