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

Eric Stein, CFA®
Investment Analyst

Iram Amir
Financial Associate

Lisa Del Sordi
Financial Operations Associate

Cathy Jaquette
Manager of Office Operations