National Resources

Heather  Birkin

Heather Birkin

Compliance Associate

Christopher M. Donnelly

Christopher M. Donnelly, QPFC

Chief Advisory Services Officer

Kathryn  Coen

Kathryn Coen

SageView Foundation Director

Amani Green

Amani Green

Vice President, Onboarding and Integration

Julie Katsnelson

Julie Katsnelson

Director of Marketing

Chris Krall

Chris Krall

Executive Assistant

Valerie  McKellar

Valerie McKellar

Investment Analyst

Sharina Merid

Sharina Merid, JD

Chief Compliance Officer

Christina  Pao

Christina Pao

Senior Advisory Services Associate

Zack  Smith, CFP®

Zack Smith, CFP®

Financial Advisor

Kerry Tapia

Kerry Tapia

VP, Participant Education and Engagement