Our People

Sage’s diverse staff of talented professionals features a wealth of financial talent—CFP, CPA, ChFC, MBA—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 make an unusual effort to 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 extraordinary productivity and initiative, with a work ethic reinforced by the organizational structure and commitment to staff development.

Our partners are widely recognized as experts in the field, cited and quoted by major media outlets nationwide. In addition to decades of combined success in investment management and financial planning, they also have published and broadcast their expertise, and were pioneers in bringing these issues to the Internet.

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 anticipating your needs.