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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.
Investment Advisor Representative
Phil has been with SagePoint Financial for 12 years. Employing his experience in retirement planning, estate planning, investment management, tax strategies, and insurance planning, Phil is able to develop custom strategies and recommendations for any 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 day tripping on his motorcycle with a friend. Fun fact: Phil has plans to visit all 193 U.N. recognized countries. He has currently been to 11.
With more than 20 years in the financial industry, Michael has found that it often takes securities, insurance, and alternative investments* to make a financial plan work, and he strongly believes that given the appropriate level of advice, you should call your own shots as your plan for retirement. Michael is an independent advisor representative, allowing him the freedom and diversity of choice to customize your financial plan without being tied to any one carrier.
In his free time, he coaches football for his son's team, travels, and enjoys most anything outside in this beautiful state we call home. Interestingly enough, Michael was born in Germany and raised in the U.S. Army before joining it himself after high school graduation.
Stan has 25 years in the financial services industry and offers securities through SagePoint Financial, a full service independent broker-dealer. 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.
Investment Advisor Representative and Director of Marketing
Brittany is an Investment Advisor Representative and our Director of Marketing. She loves aligning your priorities and goals into an actionable plan to help you attain your investment goals. Behind the scenes, she's working on our emails, website, and other communication efforts to keep you in the loop.
Brittany has two Bernese Mountain Dogs, a cat, thirteen chickens, and counting! One of her favorite hobbies is farm-to-table cooking from her garden, and she loves spending time camping, fishing, and exploring Idaho with her family.
Office Manager and Advisor Assistant
Rachael has been part of the SagePoint team for more than 14 years, and she makes sure all of the pieces are moving in this place. She is the backbone of our office support, client relations, and events that makes SagePoint Financial so personable. If you have a question, Rachael will find the answer for you.
Rachael loves game nights with her family and friends. She also enjoys craft projects with her two daughters, going to concerts, and rooting for her alma mater, the Boise State Broncos.
Breanne is our "Director of First Impressions" and master of the calendar. Breanne has also become our "go-to" for questions about our client site. If you need an appointment, help going paperless or to update your contact info, Breanne should be your first call. She's sure to answer with a warm hello.
Breanne keeps an extensive to-be-read list and although she doesn't get many crossed off with four kids at home, she enjoys adding to it. Be sure to let her know if you have any good reads to recommend!
** Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss.
*** Rachael Wilkins and Breanne Bateman 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.