Our People

Sage’s staff features a wealth of financial talent—CFPs, CPAs, MBAs—from top academic institutions, and our team-based management approach means you gain access to a powerful engine of ideas from specialists across our firm. We identify and assign the right experts for every job, and balance our human resources with the growth of our client base. Our combined skills, education, and experience create a workplace of  high productivity and initiative, with a work ethic reinforced by the organizational structure and commitment to staff development.

When you think of Sage Financial Group, think of all of us as your investment team, equipped with comprehensive planning and operational capabilities, and always seeking to anticipate your needs.