With us – It’s personal!
Our family ties and longstanding relationship with the fire service have shaped our passion for helping First Responders. We do not take our responsibility lightly and we look forward to serving you.
Matt Daley, CFP®, AIF®
Partner & Senior Financial Planner
Matt Daley, CFP®, AIF®
Partner & Senior Financial Planner
Matt Daley is a Partner & Senior Financial Planner at DecisionPoint Financial. Matt lives in Gig Harbor, Washington 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 Bachelor's 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 children. Matt is an avid outdoorsman and he grew up in the mountains hunting, fishing, and hiking.
Scott Johnson, CFP®, CPFA®, AIF®
Partner & Senior Financial Planner
Scott Johnson, CFP®, CPFA®, AIF®
Partner & Senior Financial Planner
Scott Johnson has been practicing as a financial planner for over 25 years. He founded DecisionPoint Financial in 2018 with a vision of creating an exceptional, fee-only financial planning firm and assembling the industry’s most talented CFP® Professionals to serve the Firm’s clients.
Scott started his career in the financial services industry in 1993 on Wall Street where he worked for an investment banking firm specializing in asset-backed securitization. In 1999 Scott joined Morgan Stanley as a financial advisor. However, after feeling constantly conflicted over pressure to sell proprietary, high commission products, Scott moved his practice to a Registered Investment Advisor in 2008. This allowed Scott to serve his clients as a legal fiduciary and provide them with conflict-free financial advice.
Scott is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and 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.
Scott earned his Bachelor of Arts degree in 1991 from Brigham Young University where he studied International Relations, Economics, and German. After his undergraduate work, Scott studied Business Administration at the Robert H. Smith School of Business at the University of Maryland.
Scott has been an avid runner and cyclist throughout his life – competing in many marathons and Ironman Triathlons. Today he prefers hiking the beautiful trails and mountains of Arizona, traveling the world with his wife Sarah, and spending time with children and grandchildren.
Chadd Peachey, CFP®, AIF®, AFC®
Senior Associate & Financial Planner
Chadd Peachey, CFP®, AIF®, AFC®
Senior Associate & Financial Planner
Chadd Peachey comes to DecisionPoint from Vanguard where he worked as a High Net Worth Financial Advisor. We recognize Chadd as a skilled financial planner and a genuinely good and caring human being. He plays an important role in building and presenting financial plans to clients.
Chadd first began financial planning in college where he volunteered as a financial counselor and coach to students and people in the community. He earned his Bachelor's in Personal Financial Planning from Utah Valley University (UVU), one of the top CFP® Board-Registered Programs in the country, graduating Magna Cum Laude. Upon graduation, Chadd received the prestigious Michael Kitces Award - given to one college senior who demonstrates their passion for the industry and willingness to help others. Chadd is a CERTIFIED FINANCIAL PLANNER Professional (CFP®), Accredited Investment Fiduciary (AIF®) and an Accredited Financial Counselor (AFC®). He is passionate about building strong relationships with clients and offering them sound, fiduciary, financial advice.
Chadd and his wife Haley have three young boys which keep them very busy in their spare time. They enjoy many activities outside of work including exploring the outdoors, scuba diving, boating, hiking, playing sports with the boys, and swimming. They also enjoy being with friends and family and traveling to visit them in Arizona, Utah, and California. You will discover that Chadd enjoys talking about good food and places to eat.
Morgan Winters
Client Services Specialist
Morgan Winters
Client Services Specialist
Morgan Winters lives and works in Gig Harbor, WA. Morgan's passion for helping others, along with her creative spirit, is what led her into pursuing a degree in financial planning. She earned her Bachelor's in Personal Financial Planning from Utah Valley University in 2020. Prior to joining DecisionPoint, Morgan worked 3 years at a financial planning firm in Provo, UT where she focused on client services.
Morgan grew up in a close-knit family in Utah. Her quick wit and sense of humor are infectious and she loves to make people laugh. She enjoys the outdoors and travels whenever she gets the chance. Morgan loves playing any and all sports. She happily admits that she’s not very good at sports, but she enjoys playing them nonetheless.
CJ Harrison, CFP®, AIF®, CPFA®
Partner & Senior Financial Planner
CJ Harrison, CFP®, AIF®, CPFA®
Partner & Senior Financial Planner
CJ Harrison, is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) and Vice President at DecisionPoint Financial. CJ is responsible for designing, implementing, and monitoring customized financial planning solutions for individuals, families, 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 Bachelor'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 (CPFA™) designations.
CJ is very active in the community and constantly looking for ways to give back to his Alma Mater and the entire financial planning profession. He currently serves on the Advisory Board to Utah Valley University's Financial Planning Program and is a frequent guest lecturer in a wide variety of classes at the University.
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 & daughters.
**InvestmentNews is a national publication and each year, since 2014, they recognize 40 industry professions under the age of 40 based on factors including accomplishment to date, contribution to the industry, leadership, and promise. Approximately 1,000 nominees were considered and 40 were chosen to receive the award. The nominations are read and vetted by an internal group of editors and reporters at InvestmentNews. Mr. Harrison did not apply for this award, nor did he pay a fee to win or be considered for this award.
After receiving this award, Mr. Harrison provided an interview to InvestmentNews supplying them with additional information about himself, and the firm.
The award may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. InvestmentNews is not affiliated with DecisionPoint Financial.**
Matt Clawson
Associate & Financial Planner
Matt Clawson
Associate & Financial Planner
Matt Clawson serves our clients from our Gig Harbor, Washington office. He specializes in providing financial planning to members of the First Responder community. Matt’s decision to pursue a career as a financial planner was inspired by the positive impact that financial planning had on his own family growing up. He recognizes the significant role that personal finances play in individuals' overall well-being, and he is passionate about using his expertise to positively impact the lives of others.
Matt graduated Summa Cum Laude from Utah Valley University (UVU) with a Bachelor’s degree in Personal Financial Planning. He has successfully completed both the CFP® certification exam and the Accredited Financial Counselor Exam. During his time at UVU, Matt volunteered as a financial coach, aiding students and community members in improving their financial confidence and making necessary adjustments. For his outstanding performance in academics and extracurricular activities, Matt was honored with the Achievement Award for the Finance and Economics department at the Woodbury School of Business.
Beyond his professional pursuits, Matt loves spending his time playing pickleball and watching baseball. As an avid Seattle Mariners fan, it’s likely that you’ll catch him at a game on the weekends! Matt also enjoys exploring the beautiful Evergreen State and all it has to offer. He’d love your recommendations!
Jacob Laws
Associate & Financial Planner
Jacob Laws
Associate & Financial Planner
Jacob Laws grew up in Port Orchard, WA and he is a proud Washingtonian. In high school, Jacob excelled in cross country and track and he competed all over the State. His wife hails from the Tri-Cities area and they often debate each other on which side of the Cascade Range is better. Outside of the office, Jacob and his wife passionately pursue all things outdoors including running, camping, hiking, boating, pickleball, water skiing, and snow skiing.
Jacob's journey towards becoming a financial planner began at Brigham Young University, where he studied finance. He will tell you that from a young age, he has always loved numbers and excelled at math. When he learned that he could use his math skills to help people to be financially successful, he fell in love with the financial planning profession. Jacob is actively pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. This pursuit underscores his dedication to staying at the forefront of industry knowledge and best practices, ensuring that his clients receive the highest level of competent, fiduciary advice.
Kortney Bamrick
Client Services Specialist
Kortney Bamrick
Client Services Specialist
Kortney brings a variety of financial services experience to the DecisionPoint team. After graduating from Arizona State University with a Bachelor’s in Communications, Kortney joined Merrill Edge where she became Series 7 and Series 66 licensed. At Merrill, Kortney served as a Retirement Education Specialist helping 401(k) participants understand their retirement benefits and educating them on the steps required to successfully save towards retirement. Prior to joining DecisionPoint, Kortney served as a Client Service Manager at Charles Schwab. During her time at Schwab she worked primarily with Schwab’s institutional retirement plan clients and outside Third Party Administrators (TPA’s).
Kortney grew up in Arizona and lives in Gilbert. She enjoys spending time with her husband and family, along with her dog Mila and her two cats. In her free time, Kortney’s passions include shopping, reading, and traveling to new places. When the weather is cool, you will find her outdoors or hiking on local trails with her dog.
Anita Spackman
Client Services Specialist
Anita Spackman
Client Services Specialist
Anita Spackman can best be described as a genuine people person. Her goal is to provide every client with a positive and uplifting experience when she interacts with you.
Anita is a wife and proud mother of four children. Outside of work she stays busy attending her kids’ basketball, football, and tumbling events. When she and her husband are not working or parenting, they love to travel and hike the Grand Canyon from rim to rim. Anita is passionate about helping those in need and she actively serves in her church and volunteers in her local community.
Devin Miller, CFP®, AIF®
Director of Planning and Operations
Devin Miller, CFP®, AIF®
Director of Planning and Operations
After completing a very successful internship for the firm, Devin’s skills as a talented financial planner impressed us so much that we offered him a full-time position. Devin has enjoyed working with people and numbers from a young age and he is excited to do both in his career as a financial planner. Devin holds the prestigious CERTIFIED FINANCIAL PLANNER (CFP®) designation as well as the ACCREDITED INVESTMENT FIDUCIARY (AIF®) designation.
Devin earned his Bachelor's in Personal Financial Planning with a minor in Business Management at Utah Valley University (UVU) where he graduated with honors. At UVU Devin was active in the PFP Student Association (PFPSA), the local chapter of the Financial Planning Association (FPA), and he was selected to be a member of UVU’s highly prestigious, 2020 FPA competition team where he placed 2nd in the country.
Outside of the office Devin’s passions include cars, leather working, and sports – especially soccer. Devin is proud to be married to a Registered Nurse. In their free time Devin and his wife love playing with their beautiful daughter, dog, hanging out with friends and family, and playing board games.
Brett Adams, AIF®, CPFA®, MPA
Director of Retirement Plan Services
Brett Adams, AIF®, CPFA®, MPA
Director of Retirement Plan Services
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 Bachelor's 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 four children.
Jess Briggs
Associate & Financial Planner
Jess Briggs
Associate & Financial Planner
Jess Briggs’s pathway to DecisionPoint started with a summer internship at the firm. Her work ethic, talent, and cheerful demeanor impressed everyone so much that we begged her to join us full-time after graduating college.
Jess earned her Bachelors in Personal Financial Planning with a minor in Business Management at Utah Valley University (UVU) where she graduated with honors. Within the firm, Jess serves as an Associate Advisor with specific responsibilities over trading, research, analysis and crafting comprehensive financial plans tailored to the unique needs of our clients. Jess is actively pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation which we believe is the most important designation an advisor in our industry can hold.
Jess and her husband Henry gained national notoriety when a miracle happened in their lives. Henry needed a kidney transplant due to a rare condition. Beating one-in-a-million odds, Jess proved to be a perfect match. Through the ultimate act of selfless love, Jess was able to save her husband’s life by giving him one of her kidneys. Now that they are both recovered from the procedure, Jess and her husband enjoy traveling, shopping, and spending time together with family and friends.
Jessica Wilhite
Associate & Financial Planner
Jessica Wilhite
Associate & Financial Planner
Jessica Wilhite describes herself as an enthusiastic and goal-obsessed financial planner who loves seeing people turn their financial dreams into realities. Prior to joining DecisionPoint, Jessica started her financial services career at Fidelity Investments, where she obtained her Series 7 and Series 63 securities licenses. Jessica is actively pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation which we believe is the most important designation an advisor in our industry can hold.
Jessica graduated Summa Cum Laude with a Bachelor's degree in Personal Financial Planning (PFP) from Utah Valley University (UVU) - a top ranked CFP® Board-registered program. In her senior year at UVU, Jessica served as President of the Personal Financial Planning Student Association. For her student advocacy of the financial planning profession, Jessica was honored as one of only 12 national recipients of the prestigious Charles Schwab RIA Talent-Advantage Scholarship. She also received the Michael Kitces "Nerd’s Eye View” award for her involvement in, dedication to, and enthusiasm for financial planning.
When she’s not obsessing over financial planning, Jessica enjoys spending time with her family, off-roading, getting lost in a good book, going to the movies, and spending a day wave-running.