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.



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 Gigi L Brannan

Gigi L Brannan

CFP®, BFA, APMA

Private Wealth Advisor

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

Jeffrey Mushen

MSF, CFP®

Private Wealth Advisor

Managing Partner of Sage Advisor Group
Learn more about Jeffrey Mushen Visit Jeffrey Mushen'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
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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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