Scott Johnson, is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a third-generation financial advisor. He started his career in the financial services industry in 1993 on Wall Street where he worked for an investment banking firm. In 1999 Scott joined Morgan Stanley and soon became a retirement plan branch coordinator for Morgan Stanley’s Mesa and Scottsdale, Arizona branches. Scott is FINRA Series 65 licensed and he is a Certified Plan Fiduciary Advisor (CPFA) with the National Association of Plan Advisors (NAPA). Scott has also earned the Accredited Investment Fiduciary (AIF®) designation which sets him apart in the industry as an advisor who is legally bound to always act in the best interest of his clients and maintain the highest ethical standards under the law.
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, is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Vice President at DecisionPoint Financial. CJ is responsible for designing, implementing, and monitoring customized financial planning solutions for individuals, families, corporations, business owners, & first responders. CJ also serves on DecisionPoint’s Investment Committee.
In 2019, CJ was recognized by InvestmentNews as part of its prestigious “40 Under 40” class of honorees doing remarkable things in the field of financial planning.**
CJ earned his B.S. in Personal Financial Planning from one of the top CFP® Board-Registered Programs in the country at Utah Valley University. CJ also holds the Accredited Investment Fiduciary (AIF®) and Certified Plan Fiduciary Advisor designations.
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.
Matt Daley is a Senior Associate at DecisionPoint Financial where he services wealth management and institutional clients. His primary responsibilities include financial analysis, portfolio management, trading and research. Matt also plays an important role in building and presenting financial plans for DecisionPoint’s clients.
Matt began his career in financial services at a private wealth management firm in 2015. He earned his Bachelors degree 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 their new baby daughter. Matt is an avid outdoorsman and he grew up in the mountains hunting, fishing, and hiking.
Eric McGinnis is a Senior Associate and Financial Planner at DecisionPoint Financial where Eric oversees our Gig Harbor, WA office. Eric brings over 18 years of employee benefits and financial services experience to the firm. Eric began his financial services career with a large broker dealer, but he quickly realized that a commission-based, product driven model was not in the best interest of those he managed money for. Convinced there had to be a better way to serve his clients in a true fiduciary capacity, Eric joined a fee-only, Registered Investment Advisor (RIA) in 2014.
Eric holds the Accredited Investment Fiduciary (AIF®) designation and is dedicated to providing pure, conflict free, fiduciary investment advice to the 401(k) plan sponsors, retirement plan participants, and wealth management clients that he serves. Eric knows that if he can help his clients avoid behavioral investment mistakes and capture the true power of the capital markets, then he can help them achieve their financial goals.
Eric earned his B.A. in Business Administration from the University of Southern Maine in 1995. He was born and raised in a small coastal town in Maine and he considers himself a loyal Red Sox and Patriots fan. Swapping one rocky coast for another, Eric now lives with his wife and their three children in Gig Harbor, WA. In addition to his passion for golf, Eric also has a passion for philanthropy. Eric has worked with several non-profit organizations across the country helping to raise money and bring awareness to their respective missions: Cystic Fibrosis Foundation- “CF Hero” (Gig Harbor, WA), Ally’s House (Norman, OK), Warrior Foundation (San Diego, CA), and Juvenile Diabetes Research Foundation (Portland, ME).
“We make a living by what we make, but we make a life by what we give” ---Winston Churchill
Shannon Armstrong brings over 26 years of financial services experience to the DecisionPoint team. Her career began in 1988 at Dean Witter. Over the last two decades Shannon has spent time at Morgan Stanley, UBS Financial Services and Baird where her responsibilities have included Client Relations Specialist, Executive Assistant, and Financial Advisor Associate. Shannon has held a variety of securities licenses including the Series 7, 63, and 66. As DecisionPoint’s Director of Operations, Shannon is primarily responsible for ensuring that our clients always have a very positive experience.
Shannon is a native of Arizona and lives in Gilbert where she enjoys spending time with her two children, grandchildren, and three dogs. In her free time, Shannon can be found hiking the local trails, traveling with family & friends, SCUBA diving, attending concerts and volunteering her time with various humanitarian organizations including Welcome Home Haiti, Paz de Christo, Feed My Starving Children, and Midwest Food Bank. She recently returned from Haiti for the second time where she and her team built a home for a family in need.
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, and his unique problem-solving skills makes him ideally suited to work with both plan sponsors and plan participants in ensuring a successful retirement plan experience.
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, and serves as the quarterback for all client communications with Third Party Administrators (TPA’s) and Recordkeepers.
For every participant in a retirement plan, Brett’s goal is to remove the mystery out of saving for retirement through education and empowerment. Brett works hands-on with participants to ensure they understand how to best prepare for their individual retirement goals.
Brett began his career in finance as a financial analyst for Utah’s largest Healthcare provider - Intermountain Healthcare. As a financial analyst he managed physicians’ financial contracts and retirement plan options. Brett went on to manage several healthcare clinics within Intermountain overseeing employee relations, clinical budgets, and budget analysis. He earned his B.A. in Communications from Dixie State University where he played both college baseball and basketball. He went on to earn a master’s degree in Public Administration from Brigham Young University.
Brett is fluent in Spanish and he spends a great deal of his free time serving in his church and community. He enjoys staying active in sports including golf, basketball, softball, and flag football. Brett loves listening to classic rock, eating spicy foods, and hanging out with his wife and their young daughter.
Financial Planning is not an event... It is a process!
So let’s worry less about “The Plan” and focus on being continually engaged in the process of planning.
You are your own benchmark, with your own goals, and your own unique challenges. It is our job to personalize a solution that will help you accomplish the goals that matter most to you.
Clarity is the peace of mind that comes from organizing, simplifying, and prioritizing your financial life. In all that we do, we want to eliminate confusion & chaos and replace it with clarity by engaging in an ongoing financial planning process.
Sleep well, live happy, & have confidence. There is a lot of noise throughout the world and in the financial markets that can cause anxiety and doubt. Let us worry while you enjoy life.
Ensuring a successful retirement outcome for every participant in a retirement plan can often be a Plan Sponsor’s greatest challenge… We can help!
Our mission is to provide your employees with the behavioral knowledge, investment options, and financial planning resources that will help each of them to prepare for a successful retirement.
In the current environment of increased ERISA regulation, DOL plan audits, and retirement plan litigation, Plan Sponsors are looking for ways to decrease their fiduciary liability while at the same time enhancing the retirement plan experience for their employees. To meet these objectives DecisionPoint Financial serves as an ERISA 3(38) Investment Manager and assumes the fiduciary liability for the selection, monitoring, and performance of the investments in your Plan. We also take full responsibility for providing your employees with critical education and regular account reviews. This helps prevent plan participants from making behavioral mistakes that can cost them dearly at retirement. Every plan participant has direct access to a CERTIFIED FINANCIAL PLANNER™ with extensive experience in advising retirement plan participants.
We are true financial planning experts dedicated to meeting the unique financial challenges faced by members of the fire service and law enforcement communities.
We have developed a comprehensive financial planning process specifically designed for First Responders and their families. Our Fee-Only fiduciary approach to managing 457(b) deferred compensation plans for the public sector offers non-conflicted investment advice and comprehensive financial planning to our community hero’s.
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