Aaron serves as a Regional Director for the West region, representing Sage’s fixed income and ETF investment management services. He has spent the past 21 years working closely with financial advisors throughout the western United States, providing innovative solutions in both practice management and investment strategies. He is known for his ability to deliver creative solutions tailored to each client’s unique needs. Before joining Sage Advisory, Aaron represented some of the largest asset managers in the country, including OppenheimerFunds, AIG, and Perpetual. Aaron graduated from the University of Wisconsin Milwaukee with a degree in finance. Outside of work, Aaron is passionate about the Colorado outdoors. He enjoys fly fishing, skiing, hiking, and coaching youth soccer. Aaron’s love for these activities is shared with his wife Erin, their children Finley and Callum, and their two rescue dogs, Marmot and Moose.

Jake serves as a Regional Consultant for the Mid-Atlantic and West regions. He received his degree in Business Management from Clemson University. He began his career in 2024 at Sage Advisory, bringing a dedication to enhancing client relationships. With an understanding of Sage’s products and services, Jake collaborates closely with regional directors to tailor solutions that meet the specific needs of clients. Outside of work, Jake finds joy in spending time with family and friends, being out on the water, and is an avid sports enthusiast.

Curt serves as a Regional Consultant for the Southeast and Northeast regions. He began his career in 2021 as a Financial Concierge Specialist with Kestra Financial. He went on to work at eToro USA as a Client Experience Analyst assisting in client services and operations administering multi-asset investments before starting at Sage. He is responsible for assisting Regional Directors and educating Financial Advisors about Sage’s products. Curt received his B.A. degree in Government from the University of Texas at Austin. Outside of work, Curt enjoys playing golf, traveling, and cheering on his Longhorns.

Danny joined the Sage Operations Department as an Operations Associate back in December of 2023. Prior to joining Sage, he has worked in various roles within wealth management and accounting. Spending time working at Charles Schwab in their retail brokerage services department and then at NetWorth Realty USA as a fund accountant. He grew up in DFW but attended college here in Austin at St. Edward’s University studying business management and economics. When he’s not working Danny enjoys walking his French Bulldogs Lola and Bugs, playing guitar, or trying new food spots with friends.

Rachel serves as an Associate on the Marketing Team at Sage. She’s responsible for helping shape the overall marketing, branding, and collateral efforts of the firm. Before starting at Sage in early 2024, she worked at KERV Interactive as an Activation & Strategy Associate, monitoring and analyzing advertising campaign performances. She received her B.S. degree with Honors in Advertising and a Business Foundations minor from the University of Texas at Austin. Outside of work, you’ll find Rachel listening to audiobooks, starting new crafts, baking, and spending time with her family.

Melania serves as a Regional Consultant for the South and Midwest regions. She has 25 years of industry experience, serving as a Regional Sales associate at Resolute investment Managers and American Beacon Advisors, Inc. before starting at Sage. She is responsible for assisting Regional Directors and educating Financial Advisors about Sage’s products. Melania received her master’s degree in International Business from the University of St. Thomas, and received her B.S. degree in Economics with a minor in Spanish from the University of Houston. She has her Accredited Investment Fiduciary (AIF®️) designation. Outside of work, Melania enjoys cooking, reading, exercising, traveling, attending her son’s sporting events, and spending time with family.

Gia serves as Sage’s Office Coordinator. She has over a decade of experience in customer service, serving as a Lead Retention Specialist in the IT sector prior to starting at Sage. Gia completed the Private Pilots program at Embry-Riddle Aeronautical University where she majored in Aeronautical Science. She is part of the Diversity, Equity & Inclusion Committee at Sage. Outside of work, Gia loves spending time exploring her hometown of Austin, traveling to different countries, and booking excursions all over the world.

Ryan serves as a Business Analyst on the Institutional Team at Sage. Prior to his current role, he worked as a Regional Consultant supporting the Southeast Region for the Private Client Team. Ryan assists the sales team with Salesforce administration, marketing efforts, and analysis/reporting. He began his career in 2017 as a Banker with Frost Bank. He went on to work at SALI Fund Services as an Operations Analyst assisting in administering Insurance Dedicated Funds before starting at Sage. Ryan received his B.S. degree in Personal Financial Planning from Texas Tech University. Outside of work, Ryan enjoys hunting and fishing, exploring Austin with his golden retriever Willow, and spending time with family and friends outdoors.

Courtney Walker serves as Regional Director for the Southeast, representing Sage’s fixed income and ETF investment management services. Courtney joined Sage from Raymond James, where she spent seven years, originally as an Institutional Accounting Associate with the firm’s wholly-owned asset management company Eagle Asset. Courtney then worked on the retail desk as an Internal Portfolio Specialist before becoming the Senior Retirement Consultant working and traveling on an institutional level for Carillon Tower Advisers, representing all five affiliates and their strategies. In 2019, Courtney joined the Asset Management Services team internally at Raymond James as an Asset Management Consultant, collaborating with advisors on clients’ investments and the advisors’ practices. Courtney attended the University of Central Florida, and she holds her Series 7 and 66 licenses, as well as the Accredited Asset Management Specialist (AAMS®️) and the Accredited Investment Fiduciary (AIF®️) designations. In 2022, Courtney and her London-born husband welcomed a baby girl, which their 8-year-old son was less than enthusiastic about sharing the spotlight with! If she isn’t walking their 125-pound Great Dane, Courtney spends her free time with family and friends exploring new local restaurants or traveling.