As president of Sage Wealth Consulting, LLC, my goal is to help my clients achieve their ideal lifestyle while navigating changing financial circumstances and priorities. Outside of the office, I enjoy boating, walking the beach, and practicing yoga. I am passionate about a healthy lifestyle. I am a member of Bayside Community Church, and volunteer through Junior League. I enjoy the arts and am a member of the Culture Collective through the Arts and Cultural Alliance of Sarasota County. I am an alumna of Hollins University, where I was co-captain of the golf team and rode for the equestrian team. I am from central Ohio and a fan of The Ohio State Buckeyes, especially football. I also enjoy playing trivia at the Longboat Key Club. I live in Lido Shores with my husband Chris Wetzig. If you see me at the beach or farmer’s market, please say hello!
Professional Accreditations & Education
- 7+ years experience in Wealth Management industry
- CERTIFIED FINANCIAL PLANNER™
- Master Registered Financial Consultant
- FINRA Series 66
- 2-15 Life, Heath and Variable Insurance License
- Acquired the FINRA Series 7, inactive
- Hollins University, Virginia, B.A. in Business Communications & Technology
Industry Involvement
- Mentor for Win-to-Win CFP Mentor Program
- Financial Planning Association (FPA) Member
- International Association of Registered Financial Consultants (IARFC) Member
- CFP Certified Financial Planner Board of Standards Member
- NAPFA Registered Financial Advisor
- Fee-Only Network
- XY Planning Network
Community Involvement
- Bayside Community Church Member
- Junior League of Sarasota Member
- 2020 Endowment Fund Chair Elect
- 2019 Membership Outreach JLS
- 2018 Fund Development Committee of JLS
