Management Team

R. Preston Pitts, CPA, FLMI
President
Preston, who is also President of Legacy Marketing Group, champions products and programs that support independent advisors building their businesses. An independent entrepreneur himself prior to joining Legacy and OnPointe, he brings a deep passion and commitment to OnPointe’s mission as an advisor- and service-focused organization. Preston founded an Atlanta-based CPA firm specializing in auditing and consulting for insurance companies, and brings more than 25 years of insurance industry consulting and executive leadership to OnPointe. In addition to his consulting firm, he was a financial officer with two Fortis-owned insurance firms and served as an audit manager with the international accounting firm of Ernst & Young. Preston develops and guides both Legacy’s and OnPointe’s goals and vision as he oversees the companies’ daily operations. He holds a Series 65 license.

Chris Eaken, FLMI, AIRC, AIAA, ACS
Chief Compliance Officer
Chris oversees and ensures compliance. She has been with Legacy Marketing Group since 1991 and currently serves as its Vice President of Compliance. Chris has a bachelor’s degree in business administration and holds FLMI, AIRC, AIAA and ACS LOMA designations. She holds a Series 65 license.

Contact Us
OnPointe Advisory and Financial Services, LLC
2090 Marina Avenue
Petaluma, CA 94954-6714
Main Phone: 800-395-0045
Main Fax: 707-765-5804

Pointing you toward financial freedomSM!



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