Sage Advisor Group

With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel confident, connected and in control of your financial life.



Advisors

Scott Davis, Financial Advisor serving the Edmonds, WA area - Ameriprise Advisors

Scott Davis

APMA®

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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