Decisionpoint Financial, LLC

Matthew Daley is a CFP® with eight years of industry experience, currently serving as a financial advisor at DecisionPoint Financial, LLC since 2018. Prior to this, he worked at Arista Wealth Management, LLC and Moss Adams Wealth Advisors, and held roles related to money management and resource centers at Utah Valley University. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm employs a combination of fundamental, technical, and cyclical analysis in its portfolio management and offers pension consulting services, including plan investment selection and participant education.

Jessica Wilhite is a financial advisor at DecisionPoint Financial, LLC, holding Series 63 and Series 65 licenses with two years of industry experience. Her prior roles include positions at Fidelity Investments and Utah Community Credit Union. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, businesses, trusts, estates, and charitable organizations, as well as retirement plan consulting for plan sponsors. The firm employs a mix of fundamental, technical, and cyclical analysis and conducts periodic account reviews, with a focus that includes state and municipal retirement plans.

Brett Adams is a financial advisor at DecisionPoint Financial, LLC with six years of industry experience. He holds a Series 65 designation and has been with DecisionPoint Financial since 2019. Prior to joining the firm, he worked at Intermountain Healthcare from 2016 to 2019. DecisionPoint Financial provides discretionary investment management and financial planning to individuals, business entities, trusts, estates, and charitable organizations, as well as retirement plan consulting services for plan sponsors. The firm employs a blend of fundamental, technical, and cyclical analysis in its portfolio management and uses client testimonials and third-party ratings in its marketing efforts.

Katherine Dow is a financial advisor at DecisionPoint Financial, LLC with six years of industry experience. She holds a Series 65 credential and previously worked at Aspen Capital Management and Carnival Corporation. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm uses a combination of fundamental, technical, and cyclical analysis, managing client assets across mutual funds, ETFs, equities, and fixed income.

Ryne Macpherson is a CFP® and holds a Series 66 license, with nine years of industry experience. He has worked at The Vanguard Group, Inc. for eight years and has been with DecisionPoint Financial, LLC for eleven years. He also has experience associated with Utah Valley University. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations, as well as retirement plan consulting for plan sponsors. The firm employs a mixed approach of fundamental, technical, and cyclical analysis, allocating client assets among mutual funds, ETFs, equities, and fixed income, while conducting periodic reviews and exercising discretionary portfolio management.

Kortney Bamrick is a financial advisor with Decisionpoint Financial, LLC, holding a Series 66 designation and eight years of industry experience. Prior to joining Decisionpoint Financial in 2023, Kortney worked at Charles Schwab & Co Inc, Bank of America, Merrill Lynch, and State Farm. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm employs a combination of fundamental, technical, and cyclical analysis in managing client portfolios and offers pension consulting services including plan investment selection and participant education.

Chadd Peachey is a CFP® professional with seven years of experience in the financial services industry. He is currently with DecisionPoint Financial, LLC, where he has worked since 2018 in various roles and joined the team category firm in 2021. Prior to that, he held positions at The Vanguard Group, Inc. and The Professional Financial Company. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations, as well as retirement plan consulting for plan sponsors. The firm uses a combination of fundamental, technical, and cyclical analysis to manage client assets across a diversified range of investment vehicles.

Jessica Briggs is a CFP®-certified financial advisor with DecisionPoint Financial, LLC, bringing one year of industry experience. Prior to joining DecisionPoint Financial, she held various roles including a position at Tiger Friday Dancewear. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations, with additional expertise in retirement plan consulting for plan sponsors. The firm employs a combination of fundamental, technical, and cyclical analysis and offers comprehensive portfolio management including mutual funds, ETFs, equities, and fixed income.

Jacob Laws is a financial advisor at DecisionPoint Financial, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Brinks Home and Brigham Young University. DecisionPoint Financial provides discretionary investment management and financial planning to individuals, business entities, trusts, estates, and charitable organizations, as well as retirement plan consulting services for plan sponsors. The firm employs a combination of fundamental, technical, and cyclical analysis and manages client portfolios with discretionary authority.

Devin Miller is a financial advisor at DecisionPoint Financial, LLC with four years of industry experience. He holds a Series 65 designation and has worked at DecisionPoint Financial since 2021, following six years at KT Health, LLC. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm uses a combination of fundamental, technical, and cyclical analysis in its portfolio management and offers consulting services including 3(21) and 3(38) pension plan support.

Matthew Clawson is a financial advisor at DecisionPoint Financial, LLC with two years of industry experience. He holds a Series 65 designation and has worked at DecisionPoint Financial since 2024. Prior to this, he held positions at Utah Valley University and The Vanguard Group. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm also offers retirement plan consulting services, employing a mix of fundamental, technical, and cyclical analysis to manage client portfolios.

Curtis Harrison is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He has worked at DecisionPoint Financial, LLC since 2018 and previously worked at Arista Wealth Management, LLC from 2015 to 2018. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm employs a mix of fundamental, technical, and cyclical analysis, managing client portfolios with discretion and periodic reviews.

Scott Johnson is a CFP® professional with 20 years of industry experience. He has been with DecisionPoint Financial, LLC since 2018 and previously worked at Arista Wealth Management, LLC from 2011 to 2018. DecisionPoint Financial provides discretionary investment management and financial planning to individuals, business entities, trusts, estates, and charitable organizations, as well as retirement plan consulting services for plan sponsors. The firm employs a mix of fundamental, technical, and cyclical analysis in managing client portfolios and conducts periodic account reviews at least annually.