Greenwood, IN Lincoln Park Blvd. Office

Michael Coffman is a CFP®-certified financial advisor with 30 years of industry experience. He is currently with OSAIC since 2023 and previously spent 14 years at SagePoint Financial, Inc. Outside of his advisory role, Coffman operates an independent insurance sales sole proprietorship and owns MARC Financial, Inc., which he uses for tax purposes related to his insurance and investment commissions. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services supported by a model-based investment process and offers multiple platforms including discretionary and third-party managed accounts.

Evan Coffman is a financial advisor at OSAIC with three years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at SagePoint Financial, Inc. and MARC Financial. Outside of his advisory role, he operates a sole proprietorship selling life insurance and works as a food delivery driver. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process employs model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Catherine Quinn is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at OSAIC since 2023. She previously worked at SagePoint Financial, Inc. and Franciscan Health. Quinn serves on the board of directors for Beech Grove Building Corporation, advising on property acquisition and renovation for the city of Beech Grove, Indiana. OSAIC Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and third-party manager programs.

John Coffman is a financial advisor at OSAIC with 47 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sagepoint Financial, Inc. for 14 years and AIG American General Life Insurance Company for 24 years. Outside his advisory role, he is president of Coffman Wealth Management LLC and has small ownership interests in local business ventures, including a golf course and a realty company. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization. The firm is notable for its scale, multi-advisor platform, and complex affiliate network.

James Kaiser is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has been associated with AIG American General Life Insurance Company for over two decades. Kaiser serves on the Monroe Township Advisory Board and operates an independent insurance sales business focused on term life insurance and fixed annuities. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through various programs such as financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment process utilizes model-based asset allocation and portfolio optimization, supporting a wide range of strategies and third-party manager selections.

Joseph Coffman is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining OSAIC in 2023, he spent 14 years at Sagepoint Financial, Inc. He is involved in community finance as a member of the St. Barnabas Finance Committee, where he reviews and provides feedback on church and school financial matters. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment process with tools such as risk-tolerance questionnaires and portfolio optimization, supporting discretionary and third-party managed strategies.