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CenterPoint Strategies Team

Jordan, Dan and Grant Twogood

Administrative Support Staff

*Staff members provide administrative support services only and are not licensed or authorized to effectuate trades or provide advice.

Dan Twogood, RICP®

Managing Partner

Dan Twogood portrait
Dan has been working in the financial services and advisory business since 1992. He focuses on fee-based wealth management and estate planning strategies for clients across the country. Dan enjoys being the coach of his clients finances and strives to deliver confidence and a sense of clarity regarding his clients planning. In many cases, that involves relationships with outside professionals such as attorneys, CPAs, and real estate professionals. Dan is an avid reader and tries to stay current with the ever-changing financial services industry. Dan earned a Bachelor of Arts from Bethel University in Minnesota. He enjoys spending time with his family, including his wife, Gretchen, five sons, two daughters, and many grandchildren. Dan is a member of Kingdom Advisors* (a national coalition of Christian advisors). The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit www.designationcheck.com.

Paul Rutkowski

Partner

Paul Rutkowski portrait
Paul leverages close to three decades of financial knowledge and experience. Paul believes in building a long-term client/advisor relationship, providing the time-honored theme of service and attention to detail.
Holding the core belief that diversification remains the single best method of risk management, Paul offers unbiased, knowledgeable advice unique to each client’s situation.
Paul is a contributory financial professional on CBS, KPNX, Channel 12. He has been featured in Greater Phoenix in Business, as well as Dollars and Sense magazines.

Originally from New York, Paul earned his Bachelor of Science from Arizona State University and has finished advanced asset allocation classes at Harvard University.
He has called Phoenix home for 35 years and shares his life with his wife Liz and their three kids, Justin, Wes, and Payton. He enjoys sports, outdoor activities, and the History channel. In addition, he is an active supporter of Alzheimer’s awareness and research.

Grant Twogood, CFP®

CERTIFIED FINANCIAL PLANNER™ professional

Grant Twogood portrait

Grant joined the CenterPoint Strategies team in 2015. His focus is primarily in helping individuals and families achieve their financial planning, wealth management and retirement objectives.

Grant oversees the day to day management of the firm and strives to guide clients through the continually changing financial markets.

Grant and his wife, Hannah, reside in Phoenix, Arizona with their three children. In his free time, Grant enjoys playing sports, being active outdoors, and having fun with his family.

Grant graduated with a Bachelor of Arts from Grand Canyon University in Phoenix with a degree in digital design and currently holds a series 66 license.
In 2019, through rigorous training and pursuit, Grant was awarded the designation of CERTIFIED FINANCIAL PLANNER™ professional.

CFP® – Certified Financial Planner Practitioner, awarded through the Certified Financial Planner Board of Standards, Inc.

CFP® and CERTIFIED FINANCIAL PLANNER(TM) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Jordan Twogood

Portfolio Manager

Jordan Twogood

Jordan joined CenterPoint Strategies in October of 2022 as our Portfolio Manager. He enjoys doing in-depth investment research to uncover good businesses at attractive prices for clients. With a Series 65 Investment Advisory license, his responsibilities include building client portfolios and making recommendations for investment allocations. “Often clients do not understand the amount of risk they’re currently taking and sitting down and educating them about risk and return is paramount.”

Jordan and his wife Vanessa are the proud parents of four lovely daughters. In his spare time, he enjoys spending time with family, playing sports, and reading good investment books.

Damon Rich

CFO

Damon Rich portrait

Damon has 30 years of experience in various accounting, finance and management roles working with small businesses to large corporations in banking, construction, insurance, non-profit and retail.

Originally from New Mexico, Damon earned a Bachelor of Accounting and Bachelor of Financial Management from New Mexico State University. 
He earned the CPA designation in 1999.

Damon has been an Arizona resident for 26 years and enjoys spending time outdoors with his wife, children and grandchildren.

Damon is not licensed or authorized to effectuate trades or provide advice.