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 two beautiful daughters. 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, 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.
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.**
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®
Senior Associate & Financial Planner
Devin Miller, CFP®, AIF®
Senior Associate & Financial Planner
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 has earned 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 young daughter.