At Sage Mountain we are committed to working with individuals and families to realize their financial goals, enrich their futures and shape a new generation of possibilities.

Finance

Sage Mountain Advisors

Scott Neu

Ryan Sheffield

Alyzain Lakdawala

Will Tuggle

Anna Esoda

John Darby

Ryan Kittrell

Matthew Bone

Tony Cox

Ned Douthat

Christine Phelps

Allison Wagner

Aly Lakdawala

Whitney Imeraj

The Finance Team at Sage Mountain Advisors is responsible for analyzing financial data, preparing reports, and developing strategic financial plans to support clients in achieving their financial goals. They ensure accurate financial reporting, monitor budget performance, and provide insights to guide decision-making for individuals and families, fostering a sustainable financial future.

Finance Team

Investment Management

Client Services Team

Finance Team

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Team members

Other teams at Sage Mountain Advisors

Investment Management

Client Services Team