Sage Advisor Group

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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

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Advisors

Advisor photo for Scott Davis

Scott Davis

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT 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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