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. His prior experience includes roles at Arista Wealth Management, Moss Adams Wealth Advisors, and Frandsen Morrill Advisors, as well as work related to money management at Utah Valley University. DecisionPoint Financial serves individual clients, including high-net-worth households, plan sponsors, and other institutional clients. The firm provides discretionary investment management, financial planning, and retirement plan consulting, employing a range of strategies across various asset classes and maintaining an explicit fiduciary role with retirement-plan clients.

Jessica Wilhite is a financial advisor at DecisionPoint Financial, LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments and Utah Community Credit Union. DecisionPoint Financial serves individual clients, including high-net-worth households, as well as plan sponsors and institutional clients, providing discretionary investment management, financial planning, and retirement plan consulting services. The firm uses a mix of fundamental, technical, and cyclical analysis across various asset classes and maintains an explicit retirement-plan fiduciary role with 3(21)/3(38) services.

Brett Adams is a financial advisor at DecisionPoint Financial, LLC with five years of industry experience. He holds a Series 65 designation and has worked at DecisionPoint Financial since 2019. Prior to his current role, he was employed at Intermountain Healthcare and Brigham Young University. DecisionPoint Financial serves individual clients, including high-net-worth households, as well as plan sponsors and institutional clients, offering discretionary investment management, financial planning, and retirement plan consulting services. The firm employs a mix of fundamental, technical, and cyclical analysis across various asset classes and provides fiduciary retirement-plan services to plan sponsors.

Ryne Macpherson is a CFP®-credentialed financial advisor with eight years of industry experience. He has worked at The Vanguard Group, Inc. and Kahler Financial Group before joining DecisionPoint Financial, LLC, where he has been since 2015. DecisionPoint Financial serves individual clients, including high-net-worth households, as well as plan sponsors and other institutional clients, offering discretionary investment management, standalone financial planning, and retirement plan consulting services. The firm manages approximately $848.7 million in discretionary assets and employs a mix of fundamental, technical, and cyclical analysis across various investment strategies.

Kortney Bamrick is a financial advisor at Decisionpoint Financial, LLC with seven years of industry experience. She holds a Series 66 designation and has previously worked at Charles Schwab & Co Inc, Bank of America, Merrill Lynch, State Farm, Carvana, Nutrishop, and Arizona State University. Decisionpoint Financial serves individual clients, including high-net-worth households, plan sponsors, and institutional clients by providing discretionary investment management, financial planning, consulting, and retirement plan services. The firm manages approximately $848.7 million in discretionary assets and employs a range of investment strategies including fundamental, technical, and cyclical analysis.

Chadd Peachey is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with DecisionPoint Financial, LLC, where he has worked since 2018 in various roles, including his current position since 2021. Prior to that, he was employed at The Vanguard Group and The Professional Financial Company. DecisionPoint Financial serves individual clients, including high-net-worth households, as well as plan sponsors and institutional clients, offering discretionary investment management, financial planning, and retirement plan consulting services. The firm applies a combination of fundamental, technical, and cyclical analysis across various asset classes and maintains an explicit fiduciary role for retirement plans, serving a diverse client base that includes state and municipal entities.

Jessica Briggs is a financial advisor at DecisionPoint Financial, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked in various roles including at Tiger Friday Dancewear and Anthem Pest Control. Outside of finance, she has experience in education, having worked at Utah Valley University and several schools. DecisionPoint Financial serves individual clients, including high-net-worth households, plan sponsors, and other institutional clients. The firm provides discretionary investment management, financial planning, and retirement plan consulting services, managing approximately $848.7 million in discretionary assets across several hundred client relationships.

Jacob Laws is a financial advisor at DecisionPoint Financial, LLC, holding a Series 65 designation. He began his advisory role in 2024 and has prior experience in various positions including education and security services. DecisionPoint Financial serves individual clients, high-net-worth households, plan sponsors, and institutional clients by providing discretionary investment management, financial planning, and retirement plan consulting with participant education. The firm employs a mix of fundamental, technical, and cyclical analysis across diverse asset classes and holds a fiduciary role for retirement plan sponsors, including state and municipal clients.

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 serves individual clients, including high-net-worth households, plan sponsors, and other institutional clients. The firm offers discretionary investment management, financial planning, and retirement plan consulting services, managing approximately $848.7 million in discretionary assets and employing a mix of fundamental, technical, and cyclical analysis across various investment vehicles.

Matthew Clawson is a financial advisor at DecisionPoint Financial, LLC, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Utah Valley University and The Vanguard Group. DecisionPoint Financial serves individual clients, including high-net-worth households, as well as plan sponsors and institutional clients, offering discretionary investment management, financial planning, and retirement plan consulting services. The firm applies a mix of fundamental, technical, and cyclical analysis across various asset classes and maintains an explicit fiduciary role in retirement-plan services.

Curtis Harrison is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He has been with DecisionPoint Financial, LLC since 2018 and previously worked at Arista Wealth Management, LLC from 2015 to 2018. DecisionPoint Financial serves individual clients, including high-net-worth households, as well as plan sponsors and institutional clients. The firm provides discretionary investment management, financial planning, and retirement plan consulting, using a variety of investment strategies and maintaining an explicit fiduciary role in retirement-plan services.

Scott Johnson is a CFP® professional with 19 years of industry experience, currently serving as an advisor at DecisionPoint Financial, LLC since 2018. Prior to that, he worked at Arista Wealth Management, LLC for seven years. He holds the Series 65 and Series 66 licenses. DecisionPoint Financial provides discretionary investment management, financial planning, and retirement plan consulting services to individual clients, high-net-worth households, plan sponsors, and institutional clients. The firm employs a range of investment strategies using mutual funds, ETFs, equities, and bonds, and is notable for its fiduciary retirement-plan services and ability to allocate to funds with transfer restrictions.