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 the realization of their goals and dreams. Through personal service and the development of long-term relationships, we strive to exceed our clients' expectations.

 

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To learn more about the professional history of our financial advisor(s), please visit FINRA's Broker Check

Art Ortman

Art has been in the business since 1992. Prior to being a financial advisor, Art worked as a pastor and associate pastor in a variety of churches in Boise, Portland, Cleveland, and Milwaukee. Art's expertise focuses on pre and post retirement planning, tax reduction strategies, asset management and estate planning.* Art Follows the principles and concepts regarding values based financial planning which encompasses understanding, implementing, and executing a client's goals and values. Art is a Registered Investment Adviser.

In preparation for his work, Art has achieved two bachelor's degrees and two masters degrees. However, for Art, the priorities in his life are the Lord, and his family. Art and Dee have been married since 1969; have been blessed with two adult children and two grand boys. Art was his daughter and son's JV soccer coach at Meridian High School. Thinking he was done with the coaching, he put the whistle away until he had a grandson walk up to him with a soccer ball in hand and ask how to play... that's all it took to pick up the whistle again. With a big smile on his face, Art is now coaching one of his grandson's soccer team.

 

 

Michael Mayer

Michael Mayer is an Independent Financial Adviser in Meridian, ID. He has worked in the financial services industry since 2000 and as Registered Investment Adviser since 2005. Over his 15 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. He can help you with a complete Financial Plan, Insurance needs, Stock Market Investment Strategies, Tax Efficient Strategies, and even how to save money at any income level.*

Independence allows him to "partner up" with money management services for stocks, bonds, CDs, ETFs, mutual funds, variable annuities, and insurance products. 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.

Michael and his team use a highly disciplined approach to 401(k) plan investing that is logical, organized, and disciplined. Our firm specializes in, and partners with you the retirement plan investor, in order to help you make better investment decisions and regain control of your retirement plan investments. Their culture is based on good investment advice, education, and care.

He believes very strongly that given the appropriate level of advice, you can and should call your own shots in your retirement plan. The ability to understand your retirement plan options and control the risk you take with your retirement money allows you to react unemotionally to a rising and falling stock market - instead of guessing at what to do next.


Stan Watts

Stan has 20 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 adviser 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 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 and Dave Ramsey

Phil and Dave Ramsey

 

Phil Elliott

Philip Elliott has been with SagePoint Financial for seven 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.*

Philip holds a Series 65 (Uniform Investment Adviser Law Examination License), a series 63 (Uniform Securities Agent State Law Examination license), Series 7 (General Securities Representative Examination), and a Series 6 (Investment Company Products/Variable Contracts Representative Examination). Phil has personally taught 13 Dave Ramsey Financial Peace University classes and is a Dave Ramsey Smartvestor Pro. ****

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

 

 

 


Marshal Rich

Marshal grew up in Meridian and as the newest member of the SagePoint Financial team 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!), and FINRA general securities representative (series 7) and uniform combined state law (series 66) licenses with 15 years of real world business management experience 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.  

 
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           Rachael Wilkins

          Rachael Wilkins

          Brittany Gerdes

         Brittany Gerdes

 

Rachael Wilkins - Office Manager

With over seven 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.**

Brittany Gerdes - Administrative Assistant

Brittany is responsible for working with clients on account establishment and maintenance paperwork, distribution requests, website assistance and many other key account servicing needs.**


** 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.