Leadership Team

The Leadership Team at SageSpring Wealth Partners, comprising the President and Founder, Senior Financial Planner Executive Vice President, and Chief People Officer, is responsible for setting the strategic direction of the firm, ensuring alignment with the company’s core values, and fostering a culture that prioritizes client interests and comprehensive financial planning. This team leads efforts in business development, talent management, and operational excellence while maintaining the integrity and quality of services offered across all eleven offices nationwide.