Broker Check

Eagle Retirement Group Joins Farpointe After 17 Years at Osaic

November 14, 2023

Farpointe is very excited to welcome Eagle Retirement Group and its principals, Lana Mangold and Justin Clark, who join the rapidly growing Farpointe Family after 17 years at Sagepoint Financial (now part of Osaic). Eagle Retirement is the 18th wealth management practice to join Farpointe since the firm was founded in December 2021, and the first affiliate from Osaic.

Lana, the firm’s founder, joined the advice profession in 1982 after several years teaching at North Texas University. She got into the business by joining a firm that handled the university’s retirement plan, and her practice focused on retirement plans until Justin, who is her son, joined the firm in 2006. Together, they have expanded into broader wealth management, insurance, investment management, business and financial planning.

Lana and Justin joined Farpointe because their goal is to continue to grow, and in order to do that they needed a better support system and people to partner with. They felt that Farpointe was the best choice to provide opportunities they did not have at their old firm. They like the idea of Justin having a business partner with extensive experience as he takes over the firm as successor. They want to recruit a new advisor and possibly purchasing a practice, both of which are Farpointe specialties.

 In her free time Lana likes to garden, read, travel, spend time with her grandson, and design jewelry. Justin enjoys soccer, golf, hunting and doing anything outdoors with his very active four-year-old son.

 We welcome Eagle Retirement Group to the Farpointe Family and look forward to many years of partnership, mutual support and continued success in the future.