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Meet the Team

Gerald M. Koler, CFP® Photo
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Gerald M. Koler, CFP®

President, Financial Advisor

Gerald M. Koler, CFP®

President, Financial Advisor


Phone: 440-884-7042

Fax: 440-845-0065

E-mail: gkoler@sagepointadvisor.com


Background and Experience

With over 30 years of experience in the financial industry, Jerry works with customers in all areas of financial planning including:

  • Retirement Planning
  • Investments -Mutual Funds, IRA's, Roth IRA's, 401(k) Rollovers
  • College Funding
  • Insurance -Life, Health, Disability, Long-Term Care

Certifications and Registrations

  • Certified Financial Planner™ Certification
  • Registered Principal and Investment Advisor Representative  with SagePoint Financial, Inc. 

Education

  • MBA, Finance, Miami (Ohio) University
  • B.S. Degree, Finance and Economics, University of Dayton (Summa Cum Laude)

Memberships

  • Financial Planning Association

Community Service

  • Padua Franciscan High School Board of Trustees -Current Trustee and Former Chairperson
  • Padua Franciscan High School Endowment Committee (Former)
  • Padua Franciscan High School Alumni Association (Former Chairperson and Treasurer)
  • St. Ambrose Basketball Coach
Donna M. Koler Photo
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Donna M. Koler

Vice President of Operations, Financial Professional

Donna M. Koler

Vice President of Operations, Financial Professional


Phone: 440-884-7042

Fax: 440-845-0065

E-mail: dkoler@sagepointadvisor.com


Background and Experience

With over 45 years of experience in the financial industry, Donna works with customers in all areas of financial strategies including:

  • Income Tax Planning and Preparation
  • Investments -Mutual Funds, IRA's, Roth IRA's, 401(k) Rollovers
  • Annuities
  • Insurance -Life, Health, Disability and Long Term Care

Certifications and Registrations

  • Registered Representative with SagePoint Financial, Inc.
  • Notary Public

Community Service

  • Friends of the Parma Libraries -Treasurer
  • Parma Area Chamber of Commerce
  • Greater Cleveland Growth Association
  • St. Charles Ladies Guild
Michael A. Koler, CFP® Photo
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Michael A. Koler, CFP®

Vice President of Financial Strategies, Financial Advisor

Michael A. Koler, CFP®

Vice President of Financial Strategies, Financial Advisor


Phone: 440-884-7042

Fax: 440-845-0065

E-mail: mkoler@sagepointadvisor.com


Background and Experience

With over 30 years of experience in the financial industry, Michael works with clients in most financial areas, including:

  • Retirement Planning
  • Investments -Mutual Funds, IRA's, Roth IRA's, 401(k) Rollovers
  • Estate conservation
  • College Funding
  • Insurance -Life, Long-Term Care

Certifications and Registrations

  • Certified Financial Planner™ Certification, practicing since 1992
  • Registered Representative and Investment Advisor Representative with SagePoint Financial, Inc.

Education

  • MBA, Finance, Weatherhead School of Management
  • B.S. Degree, Finance, The Ohio State University

Memberships

  • Financial Planning Association of Northeast Ohio, Former President

Community Service

  • Rotary Club of Parma
  • Parma Area Chamber of Commerce
  • Strongsville Chamber of Commerce
David M. Stollings Photo
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David M. Stollings

Vice President of Tax Strategies, Financial Professional

David M. Stollings

Vice President of Tax Strategies, Financial Professional


Phone: 440-884-7042

Fax: 440-845-0065

E-mail: dstollings@sagepointadvisor.com


Background and Experience

With nearly 40 years of experience in the financial industry, David works with customers in all areas of financial strategies including:

  • Income Tax Planning and Preparation
  • Investments -Mutual Funds, IRA's, Roth IRA's, 401(k) Rollovers
  • Retirement Planning
  • College Funding
  • Insurance -Life, Disability and Long Term Care

Certifications

  • Registered Representative with SagePoint Financial, Inc.
  • IRS recognized tax practitioner since 1984

Education

  • Hondros College –Insurance Continuing Education

Community Service

  • North Olmsted Chapter Non-Smoking Singles
  • Rocky River Senior Center Adult Education
  • Lakewood Intergenerational Program
  • Berea Animal Rescue Fund –Former Finance Committee Consultant
David W. Koler Photo
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David W. Koler

Vice President, Financial Advisor

David W. Koler

Vice President, Financial Advisor


Phone: 440-884-7042

Fax: 440-845-0065

E-mail: davidkoler@sagepointadvisor.com


Background and Experience

David works with customers in all areas of financial planning including:

  • Income Tax Planning and Preparation
  • Investments -Mutual Funds, IRA's, Roth IRA's, 401(k) Rollovers
  • Retirement Planning
  • College Funding
  • Insurance -Life, Disability and Long Term Care

Registrations

  • Registered Representative and Investment Advisor Representative with SagePoint Financial, Inc.

Education

  • B.S. Degree, Computer Science, University of Akron (Summa Cum Laude)

Community Service

  • Broadview Heights Coach (15+ years) –Baseball, Basketball, Football, Soccer, Softball
  • Broadview Heights Youth Coach –Baseball, Softball