Sage Advisor Group

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


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

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Advisors

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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