Understand Your Journey to Financial Freedom
The core beliefs of OnPoint Financial Management, are simple and impactful: We want to empower our clients with the tools they need to understand how to make their money work for them.
Michael A. Todd
The core beliefs of Michael Todd, CEO and Owner of OnPoint Financial Management, are simple and impactful: we want our clients to have the life they’ve always wanted. And not just financially, but personally and professionally. Michael Todd became CEO of OnPoint Financial Management in early 2018. Assuming this role with a vision of revitalizing OnPoint’s business, Michael soon realized a greater calling: widening the firm’s reach in the community and implementing creative, but proven investment strategies to maximize both the earnings and savings potential of clients. He’s worked tirelessly these past four years to meet new people and form lasting relationships with them and their businesses. E: firstname.lastname@example.org P: (323) 243-9129
Heidi J. Maestri
Chief Operating Officer
Leading the development and implementation of strategic marketing campaigns is something Heidi has been passionate about throughout her professional career, beginning most notably in college when she found her community while volunteering for the American Cancer Society’s signature fundraiser: Relay For Life. Since graduating James Madison University in 2016, she has continued this passion of connecting with the public through strategic communication campaigns. Her passion lies in the relationships she forms with the Richmond community and our team to be mutually successful marketing, advertising, public relations, promotions, and social media. E: email@example.com P: (571) 481-6398
Executive & Personal Assistant