The Wealth Management Team at Sage Financial Group provides personalized investment management and financial planning services tailored to the unique goals and needs of each client. Comprised of experienced wealth managers and client service associates, the team conducts in-depth financial analysis, offers strategic investment recommendations, and ensures exceptional client support to foster long-term relationships and financial success for over 650 clients.
Adam Greene
Senior Wealth Manager
Brandon Baker
Senior Wealth Manager
Cfp® Jason Mardinly ...
Executive Wealth Manager
Daphne Richards
Wealth Manager
Garrett Savidge
Client Service Associate
George Harris
Senior Wealth Manager
Kevin Megargel Cfa, ...
Executive Wealth Manager
Ross Cohn
Wealth Manager
Ryan Kraus
Senior Wealth Manager
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