Our Team

Our Firm

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Jonathan Sheard

Jonathan "Josh" Sheard, MBA

Founder/Financial Planner

info@sageinvestments.net

Andrew Sheard

Andrew Sheard, CFP®, ChFC®, CLU®

Financial Planner

andrew@sageinvestments.net

Chandra Dickison

Chandra Dickison

Director of Operations

chandra@sageinvestments.net

Katie McGinnis

Katie McGinnis

Administrative Assistant

katie@sageinvestments.net

Mary Samson

Mary Samson

Property & Casualty Insurance Specialist

mary@sageinvestments.net