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 more than 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
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. Ryan is an advocate of financial learning... Read more
Susan E. Hamilton, CFP®
Susan E. Hamilton, CFP®, partners with clients to design comprehensive investment and planning strategies that recognize their unique personal and financial goals. As a CERTIFIED FINANCIAL PLANNER™ with three decades of experience in the financial services industry, Susan enjoys building long lasting client relationships, using her background in investments and financial planning to add value to clients through thoughtful financial advice. 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.
Lisa Del Sordi
Financial Operations Associate
As SageVest’s Financial Operations Associate, Lisa Del Sordi works closely with SageVest’s advisors and clients to provide client account services. Such activities include opening and closing accounts, facilitating cash and account transfers, updating account information, processing required minimum distributions and beneficiary designation updates. Read more
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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