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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

Dan Serra, CFP®, CDFA™, ADPA®, EA

SENIOR 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

Eric Stein, CFA®

Investment Analyst

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

Iram Amir

Financial Associate

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

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

Eli Rainhart

Financial Administrative Assistant

SAGEVEST
WEALTH MANAGEMENT

Make a wise investment
in your future today.

Make a wise investment in your future today.