Sage Advisor Group

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Sage Advisor Group
Team photo for Sage Advisor Group

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Advisors

Gigi L Brannan

CFP®, BFA, APMA, CKA®

Private Wealth Advisor

Managing Partner of Sage Advisor Group
Visit Gigi L Brannan's website

Jeffrey Mushen

MSF, CFP®, ChFC®, APMA

Private Wealth Advisor

Managing Partner of Sage Advisor Group
Visit Jeffrey Mushen's website

Scott Davis

Financial Advisor

Visit Scott Davis's website


Team

April Forde

April Forde

Client Service Manager

Qualifications

  • • Working in financial customer service since 2005
  • • Series 7
  • • Series 66
  • • Washington State Life and Disability Insurance

Roles & Responsibilities

  • • Ensuring accurate account setup and maintenance
  • • Executing our client service calendar
  • • Performing money movement request
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Hannah Smith

Hannah Smith

Client Service Coordinator,

Financial Planning Specialist

Qualifications

  • • Central Washington University, B.S., Personal Financial Planning

Roles & Responsibilities

  • • Responsible for core financial planning analysis and data entry
  • • Integral to the client meeting experience
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