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 was co-captain of the golf team and rode for the equestrian team at Hollins University. 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’m engaged to Chris Wetzig, and we are planning an April 2020 wedding. 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
- 2018 Fund Development Committee of JLS
- 2019 Membership Outreach JLS
