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