SHARPEPOINT - Key Persons
Job Titles:
- FINANCIAL ADVISOR
- Member of a Powerful and Knowledgeable Team
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.
Job Titles:
- Director of Operations
- DIRECTOR of OPERATIONS / CLIENT RELATIONS DIRECTOR
As Director of Operations, Erin maintains operational excellence, which allows the managing partners to focus on strategic initiatives.
Erin leads the execution of operational functions across all aspects of the business.
James (Jim) Regan always knew he wanted to help people. In college, when he realized that most people lacked real-world knowledge of the financial industry, he set out to change that. He began reading The Wall Street Journal, and for four years straight, he read the newspaper cover to cover, immersing himself in the markets and economy. Before his career as a financial advisor, James proudly served his country in the Air National Guard and was deployed three times in support of Operations Enduring Freedom and Iraqi Freedom. He was awarded the Air Force Achievement Medal and was named a "Hometown Hero" by the City of Springfield, Ill. for his service. He formerly served as Chairman of the Board for Military Assistance Mission, a nonprofit that serves active-duty military, veterans, and their families.
James began his financial career to help educate and empower his clients to take control of their financial future. As a co-founder and financial advisor, James' goal with SharpePoint was to create an independent registered investment adviser (RIA) where he would have the ability to truly serve in his clients' best interests. As an advisor, he helps his clients to look at the big financial picture and plan for and coordinate all important areas of their financial life. James is most proud when he can help his clients create the roadmap to reach their financial dreams and goals.
James graduated from Illinois State University with a bachelor's in marketing and minor in finance. He is an Accredited Investment Fiduciary (AIF®) and holds his FINRA Series 65 and life and health insurance licenses. He holds his Retirement Income Certified Professional® (RICP®) designation to better service his clients as they near or are in retirement. With an emphasis on income planning and reducing taxes, if possible, in the distribution phase of retirement.
James is also a member Ed Slott's Elite IRA Advisor Group. This exclusive organization of financial advisors is dedicated to being leaders in the IRA industry. Ed Slott's Elite IRA Advisors are equipped with up-to-date tools and resources to help their clients retire with more clarity and confidence. The unprecedented volume of legislative changes to retirement plans affect everyone and on-going education is crucial. James attends in person training twice a year to stay abreast of the ever changing landscape of taxes and legislative risk to retirement plans. James and his wife, Merian, are proud parents of Eliana, Pierce, and their most recent addition, Colette. James loves being a husband and father and enjoys spending time together as a family.
Education
Marketing, Finance BA, Illinois State University
Job Titles:
- FINANCIAL ADVISOR
- Financial Advisor in Pinetop
Jason is the only financial advisor in Pinetop, Arizona who has obtained the Certified Financial Planner (CFP®) and Accredited Asset Management Specialist(AAMS®) designations. With over 20 years in the financial services industry, Jason believes in investing with a plan. He is committed to helping his clients develop by providing continuous education and proposing investment plans and strategies that can help identify and prioritize their financial goals.
As a Financial Advisor, Jason creates a different experience for each of his clients. Jason's approach is not a one size fits all strategy. He drills deep to find his clients' unique life goals and creates financial plans that match their lifestyles and ambitions. Throughout his career, Jason has learned so much from his clients' eclectic aspirations and enjoys seeing their goals come to fruition.
Jason graduated from Brigham Young University with a bachelor's in finance and is highly credentialed, earning his Certified Financial Planner® (CFP®) and Accredited Asset Management Specialist® (AAMS®)designations. He also holds a FINRA Series 65 and Life, Health, and Disability insurance licenses.
His commitment to his clients has been recognized with several industry awards, such as Waddell and Reed's "Choice Advisor of the Year" award in 2012 and LPL Financial Freedom Club "Outstanding Client Service" awardin2018.He is a SmartVestor Pro and Financial Coach with the Dave Ramsey Program and teaches the Financial Peace University class throughout the community.
Jason has been married for more than 20years and has five children. He is a Youth Men's Leader in his church and supports the local Lion's Club and Special Olympics. He enjoys ranching, fishing, and hunting and is a "wannabe" golfer.
Education
Finance BA, Brigham Young University
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.
Merian joined SharpePoint in 2015, and prior to, Merian was a top agent for Bankers Life in Phoenix.
Merian's years of experience with Medicare and life insurance strategies help provide confidence for those moving toward the next chapter of their lives.