Action Point Financial Employee Directory

Action Point Financial corporate office is located in 99 Monroe Ave NW Ste 200, Grand Rapids, Michigan, 49503, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Sales

C-Suite

Human Resources

Action Point Financial CEO

Brook PowersChief Executive Officer

Phone

See Profile

Key Employees of Action Point Financial

RB
Robert Barcelo...
Chief Investment Officer
PhoneEmail
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Action Point Financial Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Action Point Financial

Hundreds of professionals searching for Action Point Financial have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

LR
Leanne Rahn
Email Direct
Financial Advisor
United States , Michigan , Grand Rapids

CM
Connor McDevitt
Email Direct
Retirement Plan Advisor
United States , Michigan , Grand Rapids

SS
Sarah Snider
Email Direct
Manager, Client Care
United States , Michigan , Grand Rapids

BP
Brook Powers
Email Direct
Chief Executive Officer
United States , Michigan , Grand Rapids

RB
Robert Barcelona
Email Direct
Chief Investment Officer
United States , Michigan , Grand Rapids

BL
Ben Lex
Email Direct
Financial Advisor
United States , Michigan , Grand Rapids

TB
Thomas Blower
Email Direct
Senior Financial Advisor
United States , Michigan , Grand Rapids

JU
Jacob Uithoven
Email Direct
Financial Advisor
United States , Michigan , Grand Rapids

BH
Bradley Hunter
Email Direct
Financial Advisor
United States , Michigan , Grand Rapids

CS
Carrie Stammis
Email Direct
Manager, Client Care
United States , Michigan , Grand Rapids

TO
Tyler Owczarski
Email Direct
Financial Advisor
United States , Michigan , Grand Rapids

EH
Ethan Heiden
Email Direct
Senior Financial Advisor
United States , Michigan , Grand Rapids

SM
Sonia Martinez-Trujillo
Email Direct
Financial Fee-Only Advisor
United States , Michigan , Grand Rapids

JO
Jordan Oyer
Email Direct
Financial Advisor
United States , Michigan , Grand Rapids

JJ
Jeffrey Janson
Email Direct
Senior Wealth Advisor
United States , Michigan , Grand Rapids

BB
Brenda Baier
Email Direct
Senior Financial Advisor
United States , Michigan , Grand Rapids

KD
Kristiana Daniels
Email Direct
Financial Advisor
United States , Michigan , Grand Rapids

TH
Travis Hibbard
Email Direct
Financial Advisor
United States , Michigan , Grand Rapids

PB
Patrick Brunner
Email Direct
Financial Advisor
United States , Michigan , Grand Rapids

AE
Angel Escobedo
Email Direct
Senior Financial Advisor
United States , Michigan , Grand Rapids

Former Employees at Action Point Financial

Explore people who held key positions, contributed to Action Point Financial's success, and advanced their careers.

Andrew Howard

Chief Executive Office... at Encompass Health

Worked as Financial Advisor

at Action Point Financial

Direct

Travis Thompson

Chief Architect at Modern Data

Worked as Financial Advisor

at Action Point Financial

Direct

John Bussey

Director, Development ... at InnerCity Tennis leagu...

Worked as Counsel & Advisor

at Action Point Financial (2025-2026)

Direct

Mask Content

Senior Financial Advis... at Grand Wealth Managemen...

Worked as Financial Advisor

at Action Point Financial (2020-2023)

Direct

Mask Content

Master Data Analyst at Gordon Food Service

Worked as Investment Advisor

at Action Point Financial (2018-2026)

Direct

Mask Content

MSR Series at Lake Michigan Credit U...

Worked as Financial Advisor

at Action Point Financial

Direct

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Frequently Asked Questions Regarding Action Point Financial Employees

How many employees does Action Point Financial have?

Action Point Financial has 11-50 employees

Who is the CEO of Action Point Financial?

Action Point Financial’s CEO is Brook Powers

Who are Action Point Financial key employees?

Some of Action Point Financial key employees are Robert Barcelona

Where is Action Point Financial located?

Action Point Financial’s headquarters are located at 99 Monroe Ave NW Ste 200, Grand Rapids, Michigan, 49503, United States

How do I contact Action Point Financial?

Action Point Financial Contact Info: Phone number: (616) 622-3062 Website: www.forfiduciary.com

What does Action Point Financial do?

Fiduciary Financial Advisors offers independent, fee-only financial planning and investment management services tailored to individual client goals. They prioritize their clients' best interests by providing conflict-free, low-cost investment advice without commission-based products. Serving over 2,000 investors and families across the United State... Read More

Is Action Point Financial a public company?

Action Point Financial is private company therefore does not currently have an official ticker symbol

See more information about Action Point Financial Employees