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, WEALTH ADVISOR

Dan Serra, CFP®, EA, ADPA®
WEALTH ADVISOR

Anthony Matteo, CFP®
Wealth Advisor

Eric Stein, CFA®
Investment Analyst

Iram Amir
Associate Wealth Advisor

Lisa Del Sordi
Manager of Financial Operations

Cathy Jaquette
Manager of Office Operations