Wealth Management Team

Investing for today and tomorrow involves a lot of moving parts. SageView’s Wealth Management Team provides comprehensive —yet personalized— wealth management support to high-net-worth individuals, clients and families who work with our firm. From financial planning solutions to wealth preservation strategies, this specialized team offers the analysis, research, regulatory and administrative support our clients need to succeed in every environment.

Cord Adams

Cord A. Adams, AWMA, AAMS

Wealth Advisor

Samir Ahmed

Samir Ahmed, CFP®, ChFC®, RICP®

Wealth Advisor

Lindsey Bailey

Lindsey Bailey

VP, Regional Practice Management

Brock Becker

Brock Becker, CFP^®

Wealth Advisor

Derrick Byrd

Derrick Byrd, CFP^®, MBA

Wealth Advisor

Max Henry Campos

Max Henry Campos

Specialist, Insurance Strategist

Ty Chesnut

Ty Chesnut

Financial Planning Associate

Bismarck Darko

Bismarck Darko, CFP^®, ChFC^®

Wealth Advisor

Neil Davies

Neil Davies, CPWA®

Managing Director

Neil Elmouchi

Neil Elmouchi, AIF^®, ChFC^®, CEPA^®, CLU^®

Ambassador

Michael Eriquez

Michael Eriquez

Wealth Advisor

Thomas Goldman

Thomas Goldman

Wealth Advisor

Roy Hamilton

Roy Hamilton

Associate Wealth Advisor

Monica Ivins

Monica Ivins, CFP^®

Associate Wealth Advisor

Mallory Jackson

Mallory Jackson, CFP^®

Wealth Advisor

Janet Josselyn

Janet Josselyn, AIF^®

Wealth Advisor

Cody Klein

Cody Klein, CEPA^®, AIF^®

Managing Director, Wealth Management

Evan Lamb

Evan Lamb, CFA^®

Wealth Advisor

Nick Lamb

Nick Lamb, CFA

Managing Director, Wealth Management

Alex MacIsaac

Alex MacIsaac, CFP^®

Wealth Advisor

John Majors

John Majors, FSA, CFA®, AEP

Managing Director, Wealth Management

Ryan Manaker

Ryan Manaker

Managing Director, Wealth Management

Chris Martin

Chris Martin, CFP^®, CRPC^®

Specialist, Investment Strategy

Stephan Miskjian

Stephan Miskjian, CFA, CFP^®, QKA

Vice President, Investment Consulting

Brooke Morales

Brooke Morales

Financial Planning Associate

Marie Norkett

Marie Norkett, CFP^®

Senior Wealth Advisor

Chad Olson

Chad Olson

Wealth Advisor

Daniel Palmer

Daniel K. Palmer, CFP^®, AIF^®

Managing Director, Retirement Plan Consulting

Garrett Patton

Garrett Patton

Wealth Advisor

Gretchen Pennington

Gretchen Pennington

Associate, Client Services

Christy Quintero

Christy Quintero, FPQP^®

Associate Wealth Advisor

Steve Sansone

Steve Sansone, JD, AIF^®

Managing Director, Retirement Plan Consulting

John Schindler

John Schindler, CFP^®, AIF^®

Wealth Advisor

Kevin Schmeits

Kevin Schmeits

Senior Wealth Advisor

Molly Powers

Molly Powers, CFP^®

Wealth Advisor

Kolleen Schocke

Kolleen Schocke

VP, Regional Practice Management

Carrie Walters Shapiro

Carrie Walters Shapiro, CFP®

Wealth Advisor

Zack Smith

Zack Smith, CFP^®

Senior Associate, PersonalSAGE Financial Coaching

Nicholas Sobczynski

Nicholas Sobczynski

Director, Operations

Sherise Steele

Sherise Steele

Wealth Advisor

Dan Stewart

Dan Stewart

Managing Director, Retirement Plan Consulting

Allison Swanson

Allison Swanson

Financial Planning Associate

Kyle Thompson

Kyle Thompson, AIF^®

Senior Wealth Advisor

Charlotte Valentino

Charlotte Valentino, CFP^®

Wealth Manager, Team Lead

Winston Ventura

Winston Ventura

Wealth Advisor

Douglas A. Webster

Douglas A. Webster, AIFA^®

Managing Director, Retirement Plan Consulting

Eric Weissman

Eric Weissman

Senior Wealth Advisor

Kristy Whitaker

Kristy Whitaker

Associate Vice President, Client Services

Justin Wohlford

Justin Wohlford

Associate Wealth Advisor