Meet the Team Behind Sage Solutions

Real people. Personal Guidance.
Our team brings together diverse professional backgrounds, experiences and perspectives, but we share one common philosophy: listen carefully, communicate clearly and put the needs of the people we serve at the center of the relationship.

  • Timothy Stephan

    Financial Advisor

  • Jay Boykin

    Financial Advisor

  • Andrew Wright

    Financial Advisor

  • Paul Merz

    Financial Planner

  • Casey Sitler

    Practice Associate and Marketing

  • Kasen Frisbee

    Practice Associate

  • Meagan Pizzute

    Practice Associate