SAGEVIEW ADVISORY GROUP ORGANIZATION CHART BY LOCATION
ALPHARETTA, GA
Last
Anderson
Rhines
First
David
Geoff
Role
Retirement Plan Consultant
Retirement Plan Consultant
Email
danderson@
grhines@
First
Role
Jonathan Retirement Plan Consultant
Email
jstclair@
First
Michael
Susan
Role
Managing Director
Retirement Plan Consultant
Email
mcoelho@
shajek@
First
Joseph
Mark
Mark
Kerrie
Vanessa
Stephen
Erica
Role
Investment Consultant
Investment Consultant
Retirement Plan Consultant
Retirement Plan Consutlant
Account Executive
Managing Director
Account Executive
Email
jdunbar@
mforkey@
mfoster@
kcasey@
vlarareo@
spopper@
esmith@
First
Matt
Mark
Clint
Kevin
Matt
Chris
Role
Retirement Plan Consutlant
Retirement Plan Consultant
Retirement Plan Consultant
Investment Consultant
Executive Benefits
Managing Director
Email
manderson@
mdzierzak@
cheine@
kkaiser@
mmaier@
creagan@
First
Wayne
Role
Retirement Plan Consultant
Email
wroth@
BOSTON, MA
Last
Dunbar
Forkey
Foster
Casey
Larareo
Popper
Smith
CHICAGO, IL
Last
Anderson
Dzierzak
Heine
Kaiser
Maier
Reagan
DENVER, CO
Last
Roth
First
Steve
Wanda
Role
Retirement Plan Consultant
Retirement Plan Consultant
Email
sedwards@
wsanchez@
Last
Homan
First
Daniel
Role
Email
Principal & Actuarial Consultant dhoman@
First
Brock
Michael
Kristen
Cathy
Marty
Chris
Matt
Mark
Julie
Kaelyn
Randy
Jason
James
Cody
Christina
Marek
Dan
Valerie
Frank
Garrett
Rebecca
Brenda
Jon
Kevin
Ed
Role
Wealth Advisor
Compliance
Account Executive
Retirement Plan Consultant
Investment Consultant
Director of Advisory Services
Investment Consultant
Chief Financial Officer
Account Executive
Marketing Director
Founder and CEO
Retirement Plan Consultant
Retirement Plan Consultant
Account Executive
Advisory Services
Investment Consultant
Investment Consultant
Investment Analyst
Retirement Plan Consultant
Managing Director
Account Executive
Account Executive
President
Retirement Plan Consultant
Managing Director
IRVINE, CA
AUSTIN, TX
Last
Coelho
Hajek
Last
Edwards
Sanchez
HOUSTON, TX
ATLANTA, GA
Last
St. Clair
HONOLULU, HI
Last
Becker
Byun
Cardey
Christ
Cosgrove
Donnelly
Hammonds
Hendrickson
Kim
Leger
Long
McCoy
McCrary
Moran
Pao
Pfeil
Quirk
Reyes-Rodas
Ricchiuti
Stinson
Searles
Tarjan
Upham
Villar
Wagner
Email
bbecker@
mbyun@
kcardey@
cchrist@
mcosgrove@
cdonnelly@
mhammonds@
mhendrickson@
jkim@
kleger@
rlong@
jmccoy@
jmccrary@
cmoran@
cpao@
mpfeil@
dquirk@
vreyes-rodas@
fricchiuti@
gstinson@
rsearles@
btarjan@
jupham@
kvillar@
ewagner@
KNOXVILLE, TN
Last
Ginel
Harlan
Hobbs
Jahn
Keck
Khairollahi
King
Lanning
Majors
Manaker
Redd
Stewart
Valentino
Webster
Whittle
First
Rich
Campbell
Natalie
Nick
Kyla
Bijan
Sean
Jessica
John
Ryan
Todd
Todd
Charlotte
Doug
Larissa
Role
Investment Consultant
Wealth Advisor
Account Executive
Retirement Plan Consultant
Principal/Consulting Group
Investment Consultant
Principal
Wealth Management
Investment Consultant
Retirement Plan Consultant
Wealth Advisor
Retirement Plan Consultant
Wealth Advisor
Managing Director
Account Executive
Email
rginel@
charlan@
nhobbs@
njahn@
kkeck@
bkhairollahi@
sking@
jlanning@
jmajors@
rmanaker@
tredd@
tstewart@
cvalentino@
dwebster@
lwhittle@
SAGEVIEW ADVISORY GROUP ORGANIZATION CHART BY LOCATION
LOS ANGELES, CA
Last
Kordonsky
First
Mark
Role
Principal
Email
mkordonsky@
Role
Retirement Plan Consultant
Email
sschaefer@
First
Jeff
Heather
Bob
Role
Chief Marketing Officer
Account Executive
Investment Consultant
Email
jgratton@
hjohnson@
bnoll@
First
Jodi
Jason
Role
Account Executive
Managing Director
Email
jmacleod@
jsmith@
First
Jon
Tina
Role
Managing Director
Sr. Retirement Plan Consultant
Email
jchambers@
tchambers@
Role
Wealth Advisor/RPC
Account Executive
Wealth Advisor
Email
bburnich@
jjennings@
gkoehler@
MILWAUKEE, WI
Last
Schaefer
First
Shelly
MINNEAPOLIS, MN
Last
Gratton
Johnson
Noll
OMAHA, NE
Last
MacLeod
Smith
ORINDA, CA
Last
Chambers
Chambers
OVERLAND PARK, KS
Last
Burnich
Jennings
Koehler
First
Benaiah
Joyce
Greg
PASADENA, CA
Last
Balbuena
Purisima
First
Rodney
Jennifer
Role
Managing Director
Director of Client Services
Email
rbalbuena@
jpurisima@
Role
Retirement Plan Consultant
Principal
Principal
Retirement Plan Consultant
Actuarial Consultant
Principal
Actuarial Consultant
Actuarial Consultant
Email
kbarnes@
dboxley@
wdowd@
nlabott@
lmcnamara@
wreid@
nskinner@
tverdelotti@
Role
Executive Benefits
Managing Director
Retirement Plan Consultant
Retirement Plan Consultant
Email
mnash@
rpatton@
wposch@
dshnapek@
Role
Wealth Management
Email
cwilkinson@
RICHMOND, VA
Last
Barnes
Boxley
Dowd
Labott
McNamara
Reid
Skinner
Verdelotti
First
Ken
Diane
Bill
Nichole
Larry
William
Nancy
Tony
SAN FRANCISCO, CA
Last
Nash
Patton
Posch
Shnapek
First
Mike
Robert
William
David
SCOTTSDALE, AZ
Last
Wilkinson
First
Chris
WASHINGTON, D.C,
Last
Evans
Trethewey
Zachary
First
Jack
Robert
Rachel
Role
Investment Consultant
Principal
Account Executive
Email
jevans@
rtrethewey@
rzachary@
WEST PALM BEACH, FL
Last
Bogart
Lobaugh
Petrone
First
Justin
Tom
Jeffrey
Role
Retirement Plan Consultant
Executive Benefits
Managing Director
Email
jbogart@
tlobaugh@
jpetrone@