Give us your trust, and we'll give you disciplined dedication.
Each of our qualified leaders takes a process-oriented approach, driven to get results, to managing and growing your wealth. With over 30 years of deep involvement in financial services, our advisors are true professionals in navigating even the most complex situations. As stewards of your financial future, we are bound by the promise to keep your interests front and center. We are committed to becoming your trusted confidants.
Brian has a strong passion for helping people attain their goals and life ambitions. His enthusiasm and belief in the planning process enables him to consistently focus on and deliver solutions for his clients, as well as focus on risk reduction, while striving to maintain consistent growth. His unique approach centers largely on client education and interaction. This allows clients to be part of the team rather than bystanders. Brian utilizes his experience to develop strategies that focus on protecting assets from market volatility, customizing portfolios to match the individual goals and constraints, and assisting clients with life's many unknowns as they arise.
Brian is a Managing Partner at SharpePoint and specializes in the areas of Wealth Management & Strategies, Financial Planning, and Portfolio Allocation Strategies.
Brian has a strong history in Financial Services. Prior to his affiliation with TD Ameritrade, he worked together with Trey Vineyard with the largest Independent Broker Dealer and a mid-sized national firm, as well as a stockbroker for a large multinational brokerage firm, and a researcher with a local boutique investment management firm.
Education: BA, Arizona State University with a degree in Economics;
Certificate in Financial Planning, Florida State University
Designations: CERTIFIED FINANCIAL PLANNER™ (CFP®), Accredited Wealth Management Advisor (AWMA), Accredited Asset Management Specialist (AAMS), and Chartered Mutual Fund Counselor (CMFC)
Trey believes education is vital to making guided decisions and it is imperative professionals seek to educate. It's never too late to start planning for financial independence, whether you just entered the work force or are in the middle of retirement, there are tools out there to assist you along the way.
Trey is a Managing Partner at SharpePoint. Trey specializes in the areas of recruiting and managing qualified advisors to assist them in achieving their objectives and goals.
Prior to his affiliation with TD Ameritrade, he worked together with Brian Robinson with the largest Independent Broker Dealer and a mid-sized national firm. In addition to his civilian career, he has served for the Arizona Army National Guard for ten years in the current rank of Captain.
In addition to his commitment to the Arizona Army National Guard, he sits on the board of Military Assistance Mission, a non-profit organization, established to assist veterans and their families of Operation Enduring Freedom and Iraqi Freedom. He has a very strong passion to aid those that served, and are serving.
Education: BA, University of Arizona with a degree in Accounting;
Certificate in Financial Planning, Boston University
Designations: CERTIFIED FINANCIAL PLANNER™ (CFP®)
James has been in the financial services industry for over a decade, spending his early years as a financial marketer to existing financial advisors. This consisted of portfolio design and financial planning for clients and advisors. This experience gave him a unique view to the industry from the inside out and quickly accelerated his investment knowledge, along with his personal growth as an advisor.
James is a Managing Partner at SharpePoint. James’ focus is on varied portfolios of risk-adjusted investments in attempts to create well-balanced returns. Asset preservation, reduced risk, and an emphasis on a tax efficiency are hall marks of his investment style. He has created great relationships with his clients, in turn it has provided a solid foundation for consistent referrals.
Prior to his time in financial services, James spent seven and a half years in the Air National Guard and participated in three separate deployments in support of Operations Enduring Freedom and Iraqi Freedom. James currently sits as Chairman of the Board of Military Assistance Mission.
Education: BS, Illinois State University with a degree in Marketing.
Designations: Accredited Investment Fiduciary (AIF®)