Sage Advisor Group

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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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
Advisor photo for Gigi L Brannan

Gigi L Brannan

CFP®, BFA, APMA®

Private Wealth Advisor

Managing Partner of Sage Advisor Group
Visit Gigi L Brannan's website
Advisor photo for Jeffrey Mushen

Jeffrey Mushen

MSF, CFP®, ChFC®, APMA®

Private Wealth Advisor

Managing Partner of Sage Advisor Group
Visit Jeffrey Mushen's website
Advisor photo for Hannah Smith

Hannah Smith

APMA®

Financial Advisor

Visit Hannah Smith'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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