About Sage
Sage is a CERTIFIED FINANCIAL PLANNER® who excels at building meaningful relationships with clients.
Sage works closely with business owners, individuals, and families to align their personal finances and investments with priorities around cash flow, wealth transfers, philanthropy, and income and estate tax considerations.
Originally from Boise, Idaho she has a deep appreciation for the outdoors, whether it’s spending time at her family cabin in Cascade, traveling to new destinations, or hitting the trails for a run. Sage’s passion for life and dedication to her clients make her a valuable asset to the Evergreen Gavekal team.
PROFESSIONAL BACKGROUND
Sage is a CERTIFIED FINANCIAL PLANNER® who excels at building meaningful relationships with clients. At Evergreen Gavekal, Sage goes beyond the numbers, delving into what truly matters to each client to create personalized financial plans that adapt to their evolving needs. Sage works closely with business owners, individuals, and families to align their personal finances and investments with priorities around cash flow, wealth transfers, philanthropy, and income and estate tax considerations.
Education & Qualifications
Whitworth University
Master of Business Administration - MBA
Whitworth University
Bachelor of Business Administration - BBA, Business Management
Grade: Summa Cum Laude
College of Western Idaho
Associate's degree, Business
Grade: 4.0
Professional Affiliations
Member, Member, Community-Minded Enterprises Board of Directors
Finance Committee Member, Community-Minded Enterprises
Recent Articles & Insights from Sage
Market Volatility and Investment Strategies for 2024
An in-depth analysis of current market conditions and strategic approaches to portfolio management in uncertain times.
The Rise of ESG Investing: Opportunities and Challenges
Exploring the growing importance of Environmental, Social, and Governance factors in modern investment decisions.
Technology Sector Outlook: AI and Innovation Trends
A comprehensive look at emerging technologies and their potential impact on investment portfolios and market dynamics.
Global Economic Trends and Their Investment Implications
Understanding macroeconomic indicators and their influence on asset allocation and investment strategy.