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®
PRESIDENT
Dan Serra, CFP®, ADPA®, EA
SENIOR FINANCIAL ADVISOR
Anthony Matteo, CFP®
Financial Advisor
Eric Stein, CFA®
Investment Analyst
Iram Amir
Financial Associate
Lisa Del Sordi
Manager of Financial Operations
Cathy Jaquette
Manager of Office Operations