National Resources

Heather  Birkin

Heather Birkin

Compliance Associate

Disney Cachero

Disney Cachero

Senior Accountant, Human Resource Administrator

Deborah L. Clark

Deborah L. Clark

Director of Operations

Christopher M. Donnelly

Christopher M. Donnelly, QPFC

Chief Advisory Services Officer

Kathryn  Coen

Kathryn Coen

SageView Foundation Director

Mark Hendrickson

Mark Hendrickson, CPA, CFA

Chief Financial Officer

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