*Staff members provide administrative support services only and are not licensed or authorized to effectuate trades or provide advice.
California Insurance License: #0C83326
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 [email protected] or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.
*Equitable Advisors and its affiliates are not affiliated with Kingdom Advisors.
California Insurance License: #0G77642
Rory was born and raised in the Midwest growing up mostly in Ohio and then moving to Arizona in high school. The beauty and amazing weather of Arizona made Rory decide to call Scottsdale, Arizona his home since 1991. He received a Bachelor of Science Degree from the Morrison School of Agribusiness at Arizona State University. Before becoming a Financial Advisor in 2009 Rory was in the technology and automotive industries.
Rory believes that comprehensive wealth management helps you build the life you desire by working toward your goals. A holistic goals-based approach considers assets, markets, expenses and liabilities, time horizons and income requirements to come up with a custom strategy designed to achieve your objectives. Goals-based strategies encompass much more than just an investment plan. And because of their fuller, integrated nature, they can maximize your chances of reaching your goals.
Rory is married to his wife Kaprice and they have identical twin boys, Henry and Charlie. They are a very close family and spend as much time together as possible. Rory believes that being present in your family and work life is very important. Travel is a passion of the Collins family and they enjoy the adventure of seeing new places, meeting new people, and exploring this planet. Rory is an outdoor enthusiast who enjoys mountain biking, deep sea and fly fishing, skiing, camping, golf, and playing ice hockey. When not outside Rory can be found cooking meals for family and friends.
Philanthropy is something that is very important to Rory and giving back is a part of his everyday life. He has supported Fighter Country Foundation, which supports the airmen and their families at Luke Air Force Base, for many years. Because of that support in 2016 he was asked to be an Honorary Commander for the 56th Fighter Wing in the 56th Equipment Maintenance Squadron at Luke Air Force Base. In 2018 he was asked to be an Honorary Commander for the 944th Fighter Wing in the 69th Fighter Squadron at Luke Air Force Base. Each Honorary Commander commitment was 2 years and now that he has fulfilled that he has joined the Blue Blazer Squadron, which is a group of honorary commander alumni within Fighter Country Foundation. Rory also served as a member of the Planned Giving Committee at Phoenix Children’s Hospital Foundation for many years. He is a member of Pinnacle Presbyterian Church and has been a youth group leader, confirmation mentor, and on a pastor nominating committee.
California Insurance License: #0H81827
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.
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 two 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 life and accident/health producer license in the State of Arizona as well as series 7 and 66 FINRA securities registrations.
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.