Members of the SageVest Wealth Management team are passionate about helping people successfully manage their financial lives by building solid relationships with our clients. We count on each team member to consistently deliver high-quality service and demonstrate the value of our principles and philosophy.
Jennifer E. Myers, CFP®
With two decades of experience in the financial industry, Jennifer E. Myers CFP® works with clients to help them fulfill their life and family goals while translating complex financial matters into understandable, manageable, and successful strategies. She serves as Chair of the firm’s Investment Committee and maintains close working relationships with clients to ensure that investment… Read more
Michael Fuhr, CFP®
Chief Operating Officer and Senior Financial Advisor
As a senior financial advisor, Michael Fuhr, CFP®, works closely with clients to develop coordinated investment and planning strategies that support their personal and financial success. Michael listens and evaluates the complex and interrelated investment and financial planning variables that are unique to each client, then formulates client strategies that incorporate real solutions within a… Read more
Ryan Phillips, CFP®
Senior Financial Advisor
Ryan Phillips, CFP®, is actively involved in client relationships with regard to investment, planning, and client servicing needs. As a CERTIFIED FINANCIAL PLANNER™, Ryan works with clients to formulate successful wealth strategies that incorporate the totality of their financial and life objectives. In support of SageVest’s commitment to connecting families with their wealth, Ryan is… Read more
Financial Planning Associate
Anthony serves as SageVest’s Financial Planning Associate, helping with a variety of planning and account servicing functions. Anthony works closely with SageVest’s advisors to prepare for client meetings, conduct research on investment and planning topics, and initiate planning activities. He also works closely with clients to gather appropriate financial information and communicate various financial and account updates.
Financial Administrative Associate
Cathy acts as our Financial Administrative Associate. She assists with a variety of key tasks including sending notifications to clients, preparing for client meetings, maintaining documents and records, requesting and disseminating tax information, assisting with compliance support efforts and supporting our office needs.
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