Newport Beach, CA HQ

Newport Beach At-A-Glance

4000 MacArthur Blvd, Suite 1050
Newport Beach, CA 92660

Phone: (800) 814-8742
Focus: Institutional Retirement, Wealth Management

Newport Beach, CA HQ

Our headquarters in vibrant Newport Beach, CA includes institutional retirement and wealth advisors, as well as many teams that support SageView clients across the country. We’re proud of the capabilities we’ve developed and the solutions we deliver. Making a difference in the lives of our clients is why we do what we do. Whether you are a client or thinking about becoming one, we would love to hear from you!

Adam Voeste

Adam Voeste

Director, Retirement Plan Consulting

avoeste@sageviewadvisory.com

Brenda Tarjan

Brenda Tarjan, QPFC

Vice President, Retirement Plan Consulting

btarjan@sageviewadvisory.com

Brock Becker

Brock Becker, CFP^®

Wealth Advisor

bbecker@sageviewadvisory.com

Cathy Christ

Cathy Christ, CPFA

Vice President, Retirement Plan Consulting

cchrist@sageviewadvisory.com

Daniel J. Quirk

Daniel J. Quirk, CFA^®, CFP^®

Vice President, Investment Consulting

dquirk@sageviewadvisory.com

Desiree Cruise

Desiree Cruise

Associate Vice President, Retirement Plan Consulting

dcruise@sageviewadvisory.com

Edward Wagner

Edward A. Wagner

Managing Director, Retirement Plan Consulting

ewagner@sageviewadvisory.com

Evan Lamb

Evan Lamb, CFA^®

Wealth Advisor

elamb@sageviewadvisory.com

Garrett Stinson

Garrett Stinson, CPFA^®

Managing Director, Retirement Plan Consulting

gstinson@sageviewadvisory.com

James R. McCrary

James R. McCrary

Managing Director, Retirement Plan Consulting

jmccrary@sageviewadvisory.com

Jennifer Purisima

Jennifer Purisima, QPFC

Vice President, Retirement Plan Consulting

800.814.8742 ext. 254

jpurisima@sageviewadvisory.com

Jon T. Upham, MA

Jon T. Upham, MA

President

Julie Kim

Julie Kim, CPFA, NQPC

Vice President, Retirement Plan Consulting

jkim@sageviewadvisory.com

Kristen Cardey

Kristen Cardey

Vice President, Retirement Plan Consulting

kcardey@sageviewadvisory.com

Kristen Cockroft

Kristen Cockroft

Associate Vice President, Retirement Plan Consulting

kcockroft@sageviewadvisory.com

Kyla Wicks

Kyla Wicks, QPFC, MA

Vice President, Retirement Plan Consulting

kwicks@sageviewadvisory.com

Matt Hammonds

Matt Hammonds, AIF^®

Senior Vice President, Investment Consulting

mhammonds@sageviewadvisory.com

Rebecca Searles

Rebecca Searles

Vice President, Retirement Plan Consulting

rsearles@sageviewadvisory.com

Rodney Balbuena

Rodney Balbuena

Managing Director, Retirement Plan Consulting

949.955.1395 ext. 267

rbalbuena@sageviewadvisory.com

Rodney Kauffman

Rodney Kauffman, MBA, CFA

Vice President, Retirement Plan Consulting

rkauffman@sageviewadvisory.com

Tom Demko

Tom Demko

Managing Director, Retirement Plan Consulting

tdemko@sageviewadvisory.com