Our Team

Mission Statement

Mission Statement

Through education and within the context of caring personal relationships, SagePoint Financial Services offers a full spectrum of financial planning services to assist clients in their pursuit of financial independence and goals. Through personal service and the development of long-term relationships, we strive to exceed our clients' expectations.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Art Ortman

aortman@sagepointadvisor.com

Art has been a Financial Advisor since 1992. Art’s focus is on pre-retirement and post-retirement planning, tax reduction strategies, asset management, and estate planning. Art follows the principles and concepts regarding Value Based Financial Planning, which encompasses exploring, understanding, implementing, and executing a client’s values, goals, and objectives.

In preparation for his employment, Art achieved two bachelor’s degrees and two master’s degrees. However, for Art, the priorities in his life are the Lord, his family, and staying physically healthy. Art has been married to his college sweetheart since 1969 and has been blessed with two adult children and two teenage grandsons. Two physical strengths have recently developed - Art received a pin for donating three gallons of blood to the American Red Cross, and in 2014 he began competing in the Idaho Senior Games. In 2019, Art was invited to compete in the National Senior Games in New Mexico, earning 5th and 9th place in two power walking events. In 2021, Art competed in the Idaho Senior Games, earning 1st place in four events. His next challenge is the National Senior Games in Fort Lauderdale, Florida in May 2022!

Michael Mayer

mmayer@sagepointadvisor.com

Michael Mayer is an Independent Financial Advisor in Meridian, ID. He has worked in the financial services industry since 2000 and joined SagePoint Financial in 2003. Over his 19 years of experience, he has found that it often takes securities, insurance, and alternative investments** to make a plan work. His objective is to help you achieve your goal of financial freedom.

As an independent investment advisor, he also has the freedom and diversity of choice. He is not a captive agent of any carrier so he can offer customized financial planning that is tailored towards your goals. He believes very strongly that given the appropriate level of advice, you can and should call your own shots in your retirement plan.

Michael was born in Frankfurt, Germany and raised in the U.S. Army. He moved to Boise in 1982 when his dad retired. After high school, Michael joined the U.S. Army himself and spent four years helping with the decommissioning of the U.S. bases in the country of Panama before returning to Boise. When he’s not in the office you will find Michael balancing four teenagers’ lives and, when time allows, enjoying this beautiful state we live in.

Stan Watts

swatts@sagepointadvisor.com

Stan has 22 years in the financial services industry and offers securities through SagePoint Financial, a full service independent broker-dealer that does not underwrite any securities and has no proprietary constraints. This means that Stan offers independent and unbiased advice for investment vehicles and products that best meet his clients' needs and expectations. Stan is also a fiduciary and a Dave Ramsey SmartVestor Pro.****

Stan prides himself on the long-term relationships that he fosters with his clients by creating a foundation based on understanding each person's unique needs and objectives, and can help clients visualize their goals supported by this culture. Stan works with integrity, objectivity, and experience to help clients and family achieve financial health. 

Stan was born and raised in Phoenix, Arizona and moved to Boise in 2000. When he's not in the office he enjoys playing softball, skiing, riding his motorcycle, and camping. 

Phil Elliott

pelliott@sagepointadvisor.com

Philip Elliott has been with SagePoint Financial for 10 years. Employing his experience in retirement planning, estate planning, investment management, tax strategies, and insurance planning, Phil is able to develop objective strategies and recommendations for clients’ complicated financial needs.*

Phil has personally taught 15 Dave Ramsey Financial Peace University classes and is a Dave Ramsey Smartvestor Pro. ****

When he’s not in the office, you'll probably find Phil snowboarding in the winter or backpacking in the summer.

 

 

Office Staff

Rachael Wilkins

Office Manager and Advisor Assistant

rwilkins@sagepointadvisor.com

With over ten years of experience, Rachael performs the administration of compliance and coordination with our Home Office to ensure industry standards are being met and exceeded. She also works with new and current clients on account establishment, transfers and on-going account service.*** Along with Brittany, Rachael enjoys planning and organizing our educational seminars and client appreciation events.

Rachael loves spending as much time as she can with her husband and two daughters.

Brittany Gerdes

Advisor Assistant and Director of Marketing

bgerdes@sagepointadvisor.com

Brittany is responsible for working with clients on account establishment and maintenance paperwork, distribution requests, website assistance and many other key account servicing needs.*** As Director of Marketing, Brittany manages the office’s Facebook account and website, distributes monthly and quarterly newsletters, designs event invitations, and more.

Brittany loves spending time with her fiancé and two Bernese Mountain Dogs. They spend a lot of time camping, fishing, and exploring Idaho together. She is also an enthusiastic home cook, and loves collecting cookbooks and trying new things. 

Breanne Bateman

Administrative Assistant

lbbateman@sagepointadvisor.com

Breanne is the newest member to our team. She is responsible for our scheduling and helping with front office duties. She takes pride in being the first person you meet as you walk through our door and is excited to get to know all our wonderful clients!  

** Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss.

*** Rachael Wilkins and Brittany Gerdes are NOT registered to offer securities or advisory services through SagePoint Financial

**** Working with an advisor that subscribes to the SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved.