ABOUT US

Meet Our Team
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, Certified Financial Planner and President of SageVest Wealth Management

Jennifer E. Myers, CFP®

PRESIDENT

Jennifer E. Myers, Certified Financial Planner and President of SageVest Wealth Management

Susan E. Hamilton, CFP®

FINANCIAL ADVISOR

Jennifer E. Myers, Certified Financial Planner and President of SageVest Wealth Management

Ryan Albritton, CFP®, AIF®

FINANCIAL ADVISOR

Jennifer E. Myers, Certified Financial Planner and President of SageVest Wealth Management

Anthony Matteo, CFP®

Financial Advisor

Jennifer E. Myers, Certified Financial Planner and President of SageVest Wealth Management

Lisa Del Sordi

Financial Operations Associate

Jennifer E. Myers, Certified Financial Planner and President of SageVest Wealth Management

Cathy Jaquette

Manager of Office Operations

ABOUT US

KEY FACTS

Fiduciary Services: YES
Fee-Only Services: YES
Investment Minimum: $1 Million
Assets Managed: $280 Million

Make a wise investment in your future today.