The SwitchPoint Team

James Sweeney, CFA, CFP®, MBA
Founder and Wealth Advisor

James has spent his career in the investment management industry – helping clients manage their portfolios and plan for retirement.

Early on, he saw a deep flaw in the financial “advice” industry stemming from how advisors get paid. Instead of being paid for their expertise like a doctor, attorney or accountant, most financial advisors are paid like a sales rep – commissions or a percentage of client accounts.

The lack of transparency in these compensation structures often leads to advisors extracting unreasonable fees from unsuspecting consumers. In addition, they create huge conflicts of interest between advisor and client – often resulting in advice that pays the advisor the most, rather than what’s best for the client.

Over time James became determined to change the paradigm of financial advice from sales to profession by removing these conflicts of interest. In 2016, he founded SwitchPoint Financial Planning utilizing a flat annual fee structure that compensates us for our expertise and the services we provide.

James feels incredibly blessed to be able to work every day in a career that combines his love of finance and investing with his desire to help others.

Originally from Mesa, Arizona, he has spent the last 15 years in Utah and currently lives in Lehi with his wife and five children. Between church, school, sports and just trying to keep up with the kids, there is never a dull moment at his house.

Kyle Wilhelm
Operations Manager

Kyle joined the SwitchPoint Financial team in September 2021 as the Operations Manager. He has 10 years of experience in the financial planning and investment management industry, having served in various roles at previous firms. Kyle handles much of the day-to-day operations of SwitchPoint Financial as well as providing client services.

Kyle graduated from Western Michigan University with a Bachelor of Business Administration, Finance and holds a FINRA Series 66 license.

Originally from Michigan, Kyle relocated to Utah in 2012 drawn by the mountains and outdoor sports culture. Kyle enjoys all things outdoors and is an active volunteer with the Davis County Sheriff’s Search and Rescue Team. When Kyle isn’t working you will find him spending time with his fiancé and two dogs. Any spare time is spent on house remodel projects, cycling, and hiking.

Jessica Shugart
Client Services Coordinator

Jessica joined the SwitchPoint Financial team in 2020 as the Client Service Coordinator. She has four years of experience assisting financial advisors. She loves building relationships with clients and solving their problems.  Her goal is to make life easier for clients. She is the point person for client services and administrative areas. You’ll often encounter her around account openings and making your life easier by prepopulating electronic forms to give you the easiest possible experience. Jessica also helps new clients throughout the onboarding process. Updating clients personal information, banking links, and beneficiaries are also tasks Jessica can help clients with.

Jessica graduated from Miami University in Oxford, Ohio.  On Sundays you can find her teaching the children at her local church. When not in the office, she enjoys spending time with her husband and son outdoors. In her spare time she likes to plan, craft, and watch sports.