Members of the SageVest 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®
With two decades of experience in the financial industry, Jennifer E. Myers CFP® works with clients to help them fulfill their life and family goals while translating complex financial matters into understandable, manageable, and successful strategies. She serves as Chair of the firm’s Investment Committee and maintains close working relationships with clients to ensure that investment… Read more
Michael Fuhr, CFP®
Chief Operating Officer and Financial Advisor
As a lead financial advisor, Michael Fuhr, CFP®, works closely with clients to develop coordinated investment and planning strategies that support their personal and financial success. Michael listens and evaluates the complex and interrelated investment and financial planning variables that are unique to each client, then formulates client strategies that incorporate real solutions within a… Read more
Ryan Phillips, CFP®
Ryan Phillips, CFP®, is actively involved in client relationships with regard to investment, planning, and client servicing needs. As a CERTIFIED FINANCIAL PLANNER™, Ryan works with clients to formulate successful wealth strategies that incorporate the totality of their financial and life objectives. In support of SageVest’s commitment to connecting families with their wealth, Ryan is… Read more
Client Services Director
Amanda Dunn directs all client servicing functions. She helps to coordinate and fulfill client requests, delivering results with a friendly and individualized approach that reflects the company’s commitment to personalized service. Amanda manages all account servicing matters, helping clients to easily open and update accounts, process transactions, and address account-related needs. She also works with… Read more
Financial Advisor Associate
Eugene Shvets holds more than a decade of experience in the financial services industry. He works closely with all members of SageVest’s team to provide ongoing support for investment and financial planning activities.
Eugene is responsible for client reporting functions and investment support efforts... Read more
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