Brian is a Partner at SharpePoint and specializes in the areas of Asset Management & Strategies, Financial Planning, and Portfolio Allocation Strategies.
With over 20 years in the financial services industry, Jason believes in investing with a plan. He is committed to helping his clients identify and prioritize their goals.
With over 37 years of experience and a member of a powerful and knowledgeable team, Daniel provides solutions to solve issues regarding retirement, financial planning, and insurance.
Merian’s years of experience with Medicare and life insurance strategies help provide confidence for those moving toward the next chapter of their lives.
DIRECTOR OF OPERATIONS / CLIENT RELATIONS DIRECTOR
