OUR TEAM

ERIK SAUER

Founder & Head Coach

Erik founded On3 Strategies 15+ years ago as a way to use his industry experience to help financial advisors elevate their practices through strategic consulting and business planning. He has 20+ years of industry experience, a team of specialized advisor growth coaches, and an affinity for advising RIAs and independent planners on growth strategies, marketing, mergers & acquisitions, and operational efficiency. 

Erik prides himself in making deep connections with his clients and truly working towards a greater goal with them. In 2008, Erik was diagnosed with Acute Myelogenous Leukemia (AML), a rare blood cancer that ultimately required him to receive a bone marrow transplant from an unrelated donor. The transplant came on the heels of a grueling period of treatments that involved chemotherapy, initiated days after his wife gave birth to their son.

The fight Erik endured during that period of his life fueled his passion for helping others. In addition to starting On3 Strategies, he created a foundation called There Goes My Hero that partners with We Delete Blood Cancer (DKMS) to add potential life-saving donors to the National Bone Marrow Registry. They also partner with other resources to provide a support system to blood cancer patients and their families during the treatment phase. Erik is currently Founder and Chairman of the Board.

To learn more about There Goes My Hero, donate to the cause, or find volunteer opportunities, visit the website or join the volunteer mailing list.

GARLAND SCOTT

Business Development

Garland is one of On3’s advisor growth coaches and the BDC Director at SEM Wealth Management. He works with financial professionals who are growth-focused and action-led to build organized, intentional practices with clear goals, strong client relationships, and achievable strategies.

He partners with advisors to consult on business development, sales, and practice management strategies. Much of his work centers on designing long-term models that support both client retention and consistent prospect development. 

He is a huge football and baseball fan. If he’s not attending, watching, or coaching at a game, you can usually find him traveling or spending time with his three adult children.

He is also a board member of There Goes My Hero.

BRAD CLOUGH

Wealth Tech & CRM Specialist

Brad is the President & CEO of American Financial Management. He focuses on supporting financial advisors by providing guidance on client management and technology solutions.

With a background in operations, Brad has an expertise in CRM management (Wealthbox and Redtail). He assists advisors with data cleanup, workflow implementation and automation, and process standardization. He also consults on tech stack integration for existing teams.

He enjoys golfing and cheering on the Baltimore Ravens and is actively involved in supporting alumni relations for his alma mater, Jemicy School, at the University of Colorado – Boulder. 

ANA KOLLOCK

Content Creator & Marketing Specialist

Ana Kollock is the Co-Founder of KollockEdge. She focuses on assisting real estate teams and financial planning firms with comprehensive marketing support, including email marketing, newsletters, blog posts, postcards, flyers, digital advertisements, social media content, and simple video editing & creation.

She has a Master’s Degree in Criminal Justice and lives in Providence, Rhode Island with her husband and shepsky pup.

Visit our library for resources created by our coaches