On Target Financial is my independent marketing brand, representing my local presence and the personalized relationship I share with my clients. To provide you with a high standard of service and regulatory oversight, I affiliate with Osaic Wealth, Inc. as my broker-dealer. While On Target Financial serves as the primary gateway for my insurance and financial strategies, Osaic Wealth provides the essential infrastructure for my securities-related services, ensuring that your investment activities are supported by a national network of resources and compliance expertise.

A little more about Osaic Wealth, Inc.
 
A financial strategy is only as strong as the institution supporting it. For the long-term success of my clients, I believe in partnering with a firm that offers both stability and a shared commitment to excellence. This is why I have chosen to affiliate with Osaic Wealth, Inc.
 
As an independent financial professional, my partnership with Osaic is built on two primary pillars:

• A Commitment to Objectivity: Osaic works exclusively with independent professionals, which means I am never obligated to sell proprietary products. This independence allows me to put your best interests first, customizing a personalized strategy and building a portfolio tailored strictly to your specific goals and needs.
• National Scale and Strength: As of 2026, Osaic stands as one of the nation’s largest independent wealth management networks, supporting over 11,000 financial professionals and overseeing 4 million clients with approximately $700 billion in total client assets 

I was previously part of SagePoint Financial under the Advisor Group umbrella. In 2023, the firm began a strategic evolution to better serve advisors and clients by unifying its various entities—including SagePoint—into a single, cohesive brand: Osaic. This transition was completed in early 2025, providing us with a more streamlined technology platform and enhanced resources to support your financial journey.