Front Line Team
Jason F. Sauer, AWMA®
Founder | Advisor
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At Front Line Advisor Group, we believe true wealth goes beyond numbers—it’s about faith, family, and the freedom to live with purpose.
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My wife, Katrina, and I live in Jenks with our five children, where family values and community connection shape everything we do. As active members of First Baptist Church Jenks, we dedicate our time and resources to ministries and charitable causes throughout the Tulsa area.
Since 2005, I’ve helped families, business owners, and retirees build confident financial futures through disciplined planning and sound investment strategies. With a background in Finance and Economics from the University of Tulsa, and as an Accredited Wealth Management Advisor®, I bring decades of experience guiding clients with honesty, clarity, and commitment.
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At Front Line, we see our clients as part of our extended family—walking with them through life’s changes, celebrating milestones, and protecting what matters most.
Rachel Tillman
Client Service Associate
With 10 years of client service experience and 5 years in the financial services industry Rachel is passionate about meeting clients’ needs and building relationships.
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Born and raised in Coweta, Oklahoma she graduated from Northeastern State University with Bachelors degree in Psychology. Currently pursuing her Masters in Clinical Mental Health Counseling.
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When she isn’t working or studying, she enjoys spending time with her Husband Michael and their two kids or reading a book while enjoying the outdoors.
Wes Herzberg
Client Service Associate | Insurance Specialist
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Wes was raised in Enid, OK and has over 38 years in the insurance industry with a goal in mind to help people protect their dreams . He has worked closely with his father, Jerry during the majority of his career.
He graduated from Northeastern State University and holds the Oklahoma State Life & Health License.
When taking time from work, he enjoys golfing, camping, and spending time with his wife, Kelly, and two children, Lindy and Connor.
Jean Paul Lagarde
Chief Investment Officer
Jean Paul Lagarde is Chief Investment Officer, co-founder of ARC’s AIQ Asset Management, and the lead portfolio manager on several of the firm’s investment strategies. He also serves as a valuable resource to all ARC advisors and works with the investment committee on risk management, idea generation, investment solution design, and implementation.
Jean Paul has more than 20 years of financial services experience beginning with institutional equity research and sales where he advised hedge funds, mutual funds, and trusts on their equity holdings. He later conducted private investment abroad and then transitioned to the buyside where he served as a Senior Analyst for a hedge fund/RIA focusing on options and risk management.
Jean Paul graduated from the University of Dallas with a BA in Economics and earned an MBA in Corporate Finance focusing on Investment Analysis.
When he is not in the office, Jean Paul actively participates in various community projects and enjoys cooking, traveling, and experiencing foreign cultures and cuisines.
Michael Thomas
Senior Portfolio Manager & Director of Research
Michael L. Thomas is the Senior Portfolio Manager and Director of Research at AIQ Asset Management, and a co-founder of ARC AIQ Asset Management, which develops and manages investment strategies for Advisor Resource Council’s network of advisors. He plays a key role in guiding the firm’s investment committee on risk management, portfolio design, and implementation while supporting advisors with institutional-level research and strategy insights.
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With nearly 30 years of financial services experience, Michael joined Advisor Resource Council in 2020 from Falcon Point Capital, LLC, where he served as Senior Portfolio Manager and founding partner. At Falcon Point, he managed more than $1 billion in assets across small-cap equity and high-yield strategies for leading pension funds, endowments, foundations, and high-net-worth investors across the U.S. and Europe.
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Earlier in his career, Michael worked with Dresdner RCM Global Investors (now Allianz Global Investors) on small-cap equity strategies, served as a sell-side research analyst for Salomon Smith Barney and Montgomery Securities, and began his career as a consultant with Andersen Consulting (now Accenture).
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Michael earned a B.A. in Finance, Magna Cum Laude, from Loyola University Maryland and an MBA with Honors from Columbia Business School. Outside of his professional work, he is active in youth outreach programs, enjoys sports, and values time spent with his wife and their five sons.
Nick Moore
Director of Trading
Nick Moore serves as the Director of Trading for Advisor Resource Council (ARC), working closely with the Chief Investment Officer and Senior Portfolio Manager to ensure disciplined execution and precision across all trading operations. His focus is on delivering consistent performance for ARC’s advisors and their clients through a process-driven approach that prioritizes risk control, efficiency, and best execution.
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Before joining ARC, Nick was the Head Trader and Investment Committee Member at Artemis Capital Management, where he oversaw institutional trading and counterparty relationships. His experience with exchange-traded derivatives and risk overlays allows him to tactically adjust client portfolios and manage exposure in changing market environments.
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Nick believes exceptional results come from a unified team—where each member is an expert in their domain and together they forge a standard of excellence that outperforms the competition.
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A Magna Cum Laude graduate of Southwestern University in Georgetown, Texas, Nick earned his B.A. in Business with a minor in Economics. He is a CFA® Charterholder and an active member of the CFA Society of Dallas/Fort Worth.
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Outside of the office, Nick enjoys life with his wife, Laura, and their family. They share a love for travel, great food, and the search for the perfect cup of coffee.
Angie Alexander
Chief Compliance Officer
With more than 25 years of financial services experience, Angie’s background spans both regulatory oversight and advocacy. She spent 13 years with the Federal Reserve Bank of Dallas, followed by over a decade lobbying for investor protection reforms. During that time, she worked with the SEC’s Office of Investor Education and Advocacy, the Division of Trading and Markets, and Congress to advance legislation aimed at protecting investors from fraud and misconduct. Prior to joining ARC, she served as Compliance Director for a large national Registered Investment Advisor, where she helped shape and maintain firmwide governance and risk standards.
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Angie is a graduate of Texas Christian University (TCU), where she earned both her bachelor’s and master’s degrees and proudly cheered on the Horned Frogs as a member of the university’s spirit team. She has helped raise over $3 million for the Alzheimer’s Association since 2021 and continues to lead advocacy and awareness efforts through its AIM program. Angie also speaks Japanese and is a Certified Yoga Instructor, reflecting her balanced approach to leadership and life.
Advisor Resource Council
​Exceptional Resources. Collaborated Wisdom. Inspired Advisors.
A collaborative network that provides exceptional resources to Front Line and other independent financial advisors.
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Legacy Team Members
Coming Soon
The mentors, partners and advisors who have helped shape us in this journey.