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.
![Sagevest-Jen245622-FINAL Jennifer E. Myers, Certified Financial Planner and President of SageVest Wealth Management](https://www.sagevestwealth.com/wp-content/uploads/2024/03/Sagevest-Jen245622-FINAL.jpg)
Jennifer E. Myers, CFP®
PRESIDENT
![3_Sagevest-Dan Tie 239896.jpg Jennifer E. Myers, Certified Financial Planner and President of SageVest Wealth Management](https://www.sagevestwealth.com/wp-content/uploads/2024/02/3_Sagevest-Dan-Tie-239896.jpg.jpg)
Dan Serra, CFP®, ADPA®, EA
SENIOR FINANCIAL ADVISOR
![0_Sagevest-Anthony Tie 239851.jpg](https://www.sagevestwealth.com/wp-content/uploads/2024/02/0_Sagevest-Anthony-Tie-239851.jpg.jpg)
Anthony Matteo, CFP®
Financial Advisor
![10_Sagevest-Eric Tie 239809.jpg](https://www.sagevestwealth.com/wp-content/uploads/2024/02/10_Sagevest-Eric-Tie-239809.jpg.jpg)
Eric Stein, CFA®
Investment Analyst
![5_Sagevest-Iram cropped 239917.jpg Jennifer E. Myers, Certified Financial Planner and President of SageVest Wealth Management](https://www.sagevestwealth.com/wp-content/uploads/2024/02/5_Sagevest-Iram-cropped-239917.jpg.jpg)
Iram Amir
Financial Associate
![9_Sagevest-Lisa 239876.jpg Jennifer E. Myers, Certified Financial Planner and President of SageVest Wealth Management](https://www.sagevestwealth.com/wp-content/uploads/2024/02/9_Sagevest-Lisa-239876.jpg.jpg)
Lisa Del Sordi
Financial Operations Associate
![2_Sagevest-Cathy cropped 239824.jpg Jennifer E. Myers, Certified Financial Planner and President of SageVest Wealth Management](https://www.sagevestwealth.com/wp-content/uploads/2024/02/2_Sagevest-Cathy-cropped-239824.jpg.jpg)
Cathy Jaquette
Manager of Office Operations