Our Firm
At Sage Investments, we believe in placing our clients first, building lifelong relationships, and exceeding expectations.
We do this by taking the time to listen, doing what we promise, and providing exceptional service.
JOSH SHEARD
REGISTERED PRINCIPAL
As a financial professional and an active member of his community, Josh is dedicated to helping individuals and businesses build their financial futures. To stay on top of his field and develop his professional skills, Josh regularly attends industry training and certification programs. He received a bachelor’s degree in Business Administration from Penn State University and a master’s degree from Bob Jones University. Josh is a Registered Principal and a member of the National Association of Christian Financial Planners (NACFC). Josh is a Dave Ramsey's Endorsed Local Provider (ELP) for Northeast Pennsylvania and the Southern Tier of New York. Josh's education, experience and professional affiliations have fostered his practical approach to offering financial services and advice to clients. He knows everyone is different and is glad to offer a financial plan tailored for each unique situation.
He is actively involved at Calkins Baptist Church where he is a Sunday School Teacher and Treasurer and Captain of Damascus Volunteer Ambulance where he has been an EMT for over 33 years. Josh’s practice is an extension of this desire to help others. Josh says, “There is no better way to demonstrate my concern for others than by allowing everything I do to be guided by the highest standards of morality, ethics, and integrity.”
Josh and his wife, Lorie, have seven children. He enjoys spending time with them as well as hunting, fishing and beekeeping.
Chandra Dickison
Executive Assistant
Chandra is Josh's “left-handed” assistant. She keeps Josh in line and handles most of the administrative duties in the office. Chandra has been with Sage Investments since March 2015 and we believe she fits in quite nicely. She comes from a background of 17+ years in Customer Service. Chandra is a Dale Carnegie graduate of Training Course #01-205 and Leadership Advantage Course #01-408. She graduated from Dave Ramsey's Financial Peace University Course in June 2015.
Chandra enjoys an everyday challenge, learning new things and keeping busy. When she is not working, she enjoys spending time with her husband and their two boys. Chandra also enjoys the outdoors, photography and caring for her pets, chickens, flowers and houseplants. She loves attending her boys' sporting events and getting in a good, brisk walk or hike in her spare time.
Mary Samson
Director of Business Development and Property and Casualty Insurance
Mary Samson is the Director of Business Development at Sage Investments. She joined Sage Investments for a short time in 2011 and after starting a family, Mary re-joined Sage Investments' team in September of 2014 as the office manager. During her time as office manager, Mary focused on building a strong team who can assist Josh with serving our clients with a high level of integrity and dedication. In January 2019, Mary moved to Director of Business Development after returning from maternity leave to develop the Property and Casualty Insurance division of Sage Investments.
Mary received a Bachelor of Science in International Business Management and a Bachelor of Arts in Spanish from Shippensburg University. She has nearly 15 years of experience as a Licensed Property and Casualty Insurance Agent. Mary holds a Life/Health Insurance License and is also a Notary Public.
Mary and her husband, Travis, live in Honesdale with their four young children, Gabriel, Sophie, Camille and Asher. Mary enjoys small town life and is happy to call this area her home.
Amanda Meyer
Office Manager
Amanda Meyer joined Sage Investments in July 2018 as the Office Manager. Prior to joining our team, Amanda was the owner and operator of her own photography business for over 10 years. After closing her photography business, Amanda held a management position at a local vacation resort and then held a position in Customer Service in a local bank. Amanda’s warm and bright personality, her business management skills and her experience in customer service make her a valuable asset to Sage’s team.
Amanda graduated from Hallmark Institute of Photography with a degree in photography and business management. She recently completed Dave Ramsey’s Financial Peace University Course.
Amanda and her husband, Shawn have two daughters and live in the Beach Lake area. Born and raised in Wayne County PA, Amanda and her family enjoy the outdoors as much as possible. When she is not working, she enjoys gardening, baking and watching the sunset.