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 was able to participate in the 2018 Idaho Senior Games. In 2019, Art was invited to compete in the National Senior Games in New Mexico and earned a 5th and 9th place in two power walking events.

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 21 years in the financial services industry. He is securities registered with his Series 7 (General Securities) Series 63 (Uniform Securities) and Series 65 (Uniform Investment Advisor) and offers securities though SagePoint Financial.

As a financial advisor, Stan is supported with one of most sophisticated technology platforms in the industry through SagePoint Financial, a full service independent broker/dealer that does not underwrite any securities and has no proprietary constraints.* Stan is also 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 of each person’s unique needs and objectives. Stan 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 & raised in Phoenix, Arizona & moved to Boise in 2000. He enjoys softball, skiing, riding his motorcycle & watching his daughter Jessica grow and flourish.

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.

 

 

Marshal Rich

jmarshalrich@sagepointadvisor.com

Marshal grew up in Meridian, and after being part of the SagePoint Financial team for more than three years feels incredibly blessed to be able to help people in his community build their financial futures.  He enjoys helping young professionals balance the demands of day-to-day life with keeping sight of their long-term goals or in assisting them in exploring the opportunities of major decisions like a career change or a return to school as well as also helping mature couples confirm that their diligence has paid off and that they’re ready to retire.

Marshal believes passionately that leveraging the academic knowledge that comes with his bachelor’s degree in finance from Boise State University (GO BRONCOS!), 15 years of real world business management experience, and being a licensed stockbroker and investment advisor gives him a unique perspective into how to help each person achieve their specific financial goals.

When not in the office you can find Marshal with his wife and two young sons enjoying the outdoors and spending as much time as possible with friends and family.

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 and Courtney, 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.

** 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.