About Sage
As the lead Wealth Consultant at Evergreen Gavekal’s Spokane, Washington office, and a CERTIFIED FINANCIAL PLANNER®, Sage builds strategies as unique as the people she serves.
She’s comfortable in the complex: multi-layered financial plans, intricate estates, and real estate-heavy portfolios. She’s equally at home guiding clients through life’s biggest turning points; preparing for retirement, coping with the loss of a spouse, relocating to Idaho or a neighboring state, or selling a business. Whatever the challenge, Sage brings clarity, steady expertise, and a genuine investment in getting it right.
Sage earned her BBA in Business Management and her MBA from Whitworth University.
Education & Qualifications
Whitworth University
MBA
Whitworth University
BBA, Business Management
Grade: Summa Cum Laude
Professional Affiliations
Professional Designation, Certified Financial Planner (CFP®)
Recent Articles & Insights from Sage
The Successful DIY Investor Trifecta
1image {“id”:33829,”width”:”289px”,”height”:”auto”,”sizeSlug”:”full”,”linkDestination”:”none”,”align”:”center”} –> Readers may be surprised to know that in the process of interviewing clients to work with our…
721 Exchanges: Ending the 1031 Snowball
Imagine a seamless transition from the burdens of property management to a diversified portfolio, all while maintaining your passive income…