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.

close

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

View Larger


Our advisors

Advisor photo for Brant Greene

Brant Greene

CFP®, MBA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Brant Greene Visit Brant Greene's website
Advisor photo for Jeffrey Mushen

Jeffrey Mushen

MSF, CFP®, ChFC®, APMA®

Private Wealth Advisor

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

Gigi L Brannan

CFP®, BFA, APMA®, CKA®

Private Wealth Advisor

Managing Partner of Sage Advisor Group
Learn more about Gigi L Brannan Visit Gigi L Brannan's website
Advisor photo for Kristine Booth

Kristine Booth

APMA®

Associate Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Kristine Booth Visit Kristine Booth's website
Advisor photo for Hannah Smith

Hannah Smith

APMA®

Financial Advisor

Learn more about Hannah Smith Visit Hannah Smith's website
Advisor photo for Scott Davis

Scott Davis

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Scott Davis Visit Scott Davis's website


Our 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
View more
Dan Brown

Dan Brown

Paraplanner

Qualifications

  • Series 7

  • Series 66

  • Washington State Life & Disability Insurance

View more