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.
DIRECTOR OF OPERATIONS / CLIENT RELATIONS DIRECTOR
