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Archives: Team Members

A custom post type to enter and organize your company staff

Garrett Savidge



Kevin Megargel, CFA, CFP®, MBA



Ryan Kraus, CFA



William Malloy, CFA



Janene Reilly, J.D.



April Solla



Orim Graves, MBA, CFA



John Yoo



Ross Cohn



Jake Vielbig



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Top Financial
Advisors
2023
3/2023
98% Sage Financial
Client Retention
2017–2022
1/2023
98% Sage Financial
Team Retention
2017–2022
1/2023
Best Places
to Work
2022
7/2022

Sage never pays a fee for any ranking or recognition.

Our client retention rate is calculated annually and a one-year time period. We adjust this number when the change in either direction is equal to or greater than 2%. Our team member retention rate is calculated annually and reflects the average of a five-year time period. We adjust this number when the change in either direction is equal to or greater than 2%.

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